Jaslyn Saw Sheue Fang

New client acquisition

• Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.

Investment Product Sales & Distribution

• Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.

Investment Advisory

• Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.

Client Relationship Management

• Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.

Client Acquisition & Relationship Management

• Networking: Actively prospect for new clients to build and expand your investment portfolio.
• Relationship Building: Maintain strong client relationships through continuous communication, portfolio reviews, and ongoing consultation.
• Onboarding: Assist clients with opening Central Depository System (CDS) and trading accounts, ensuring all necessary documentation is complete.

Trade Execution & Market Monitoring

• Executing Trades: Facilitate securities and derivatives trading (buying and selling) on behalf of clients.
• Market Updates: Monitor stockbroking equity markets, track client portfolios, and provide timely market updates and research.
• Order Management: Manage back-office trading systems to ensure accurate order entry and smooth processing.

Financial Advisory

• Investment Advice: Provide professional advice and recommendations on stocks and share trading based on economic trends and financial market knowledge.
• Product Promotion: Introduce clients to additional wealth solutions, such as Share Margin Financing, to enhance their trading capabilities.

Trade Execution

• Execute buying and selling orders for clients across local and foreign securities, derivatives, or fixed-income products.

Client Portfolio Management

• Manage client accounts, provide regular market updates, and offer timely insights to help clients achieve investment goals.

Sales & Acquisition

• Actively conduct marketing activities to attract new clients and cross-sell other financial or banking products.

Risk Management

• Review client credit limits and monitor market activities to minimize losses and ensure healthy trading margins.