Options Specialist

About the Role

UOB Kay Hian is looking for a skilled and proactive Options Specialist to enhance the growth trajectory of its Listed Options segment. The successful professional will lead client and sales team education, craft actionable trade strategies, demonstrate trading system functionalities, and spotlight listed options as integral to a wide-ranging investment strategy.

Key Responsibilities

• Lead comprehensive training sessions tailored for clients and relationship managers on options trading.
• Create foundational programs covering options basics, trading techniques, and risk mitigation.
• Develop advanced modules addressing volatility trades and portfolio management of options.
• Generate timely, practical trade suggestions targeting US equity markets, focusing on key index ETFs such as SPY, QQQ, IWM and major large-cap US stocks (notably the 'Magnificent 7').
• Publish succinct market analysis, educational materials, and actionable option insights aimed at clients and internal sales forces.
• Invent innovative educational concepts like "Sell Put Bro" for systematic put selling and "Ten Cent Man" for asymmetrical risk strategies to simplify and popularize options investing.
• Conduct seminars, webinars, and live sessions to engage clients, presenting market outlooks and product details effectively.
• Represent the firm at industry gatherings and investment forums, enhancing client onboarding and retention.
• Act as the principal expert on options trading platforms including Pershing and Interactive Brokers (IBKR), facilitating demonstrations and user training.
• Conceptualize and deliver varied educational content such as strategy presentations, newsletters (email and PDFs), short videos, and social media posts – leveraging AI and cutting-edge tools like ChatGPT, Copilot, HeyGen, and Canva AI for amplified outreach and client interaction.

Candidate Profile and Requirements

• Possess a minimum of 5 years' experience in options trading, derivatives advisory, brokerage, wealth management, or private banking.
• Hold a university degree in Finance, Economics, Business, Mathematics, Engineering, or related disciplines.
• Preferably possess or immediately transferable MAS Representative's License.
• Demonstrate profound knowledge of US listed options, volatility measures, options Greeks, and portfolio risk management; familiarity with OTC derivatives and structured products is a plus.
• Exhibit fluency in English, both written and oral.
• Show passion for markets, excellent communication and educational skills, professionalism, and comfort with public speaking before large audiences.
• Display client-centric and commercial acumen alongside creativity in producing engaging educational content.
• Have a strong inclination towards utilizing technology and AI to boost productivity and engagement.
• Ideal candidates may originate from major brokerages, CFD platforms, proprietary trading firms, options market makers, or exchanges with derivatives backgrounds.