Duties towards clients :
Gathering information and analyzing the market on a daily basis depending on fundamental and technical analysis reports.
Identifying issues affecting retail clients.
Track and analyze market conditions to develop strategies for maximizing profits for retail clients.
Update Clients’ data in case of any changes.
Track client’s accounts and determine the amount of potential profit from stock purchases.
Notify retail clients when transactions have been completed.
Develop client relationships & present ideas to clients.
Activate dormant retail accounts.
Ensure client satisfaction and fulfillment.
Attracting new clients :
Sales calls to new retail clients.
Seeking out prospective clients.
Activating current clients by offering new trading strategies, solving their problems and handling them.
Sales and Marketing for our company’s products.
online trading, research, etc)
Compliance and Market Knowledge :
Adhere and comply with internal policies and procedures.
Ensure compliance with all regulatory authorities as well as internal control functions (audit, risk and compliance)
Revising all transaction after every session to ensure that all the transactions were executed with the exact amount and prices.
Solving errors immediately
Provide clients with summarized report of all their transactions by end of each quarter to sign it.
Other duties include processing client’s orders.
Minimum Qualifications :
Degree in Management, Business, Economics or Finance
Securities Brokerage Trading License.
Required Experience :
Minimum 2 years of experience in Securities Brokerage
Job-specific Skills :
Excellent understanding of;
Portfolio Management, Financial and Investment Analysis, Portfolio Performance & Equity Analysis.
Generic Skills :
Budgeting, Contractual & Financial Negotiations, Financial Reporting.