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Investment Dealer (1-3 yrs)
Ace Talent Consulting
posted 10hr ago
Job Description
Key Responsibilities:
Client Relationship Management:
- Build and maintain relationships with clients to understand their financial objectives and recommend appropriate investment strategies.
- Provide clients with timely market information, insights, and updates on their portfolios.
- Address client queries, resolve issues, and ensure a high level of customer satisfaction.
Trading and Execution:
- Execute client orders in the securities market, including equities, bonds.
- Monitor market trends, economic news, and events that may affect client positions.
- Actively participate in trading activities, ensuring optimal execution at competitive prices.
Market Research and Analysis:
- Stay current on financial market developments, including trends, regulations, and news impacting investments.
- Provide clients with relevant analysis and reports on market conditions, investment opportunities, and risks.
- Identify and evaluate investment opportunities in line with client goals and risk profiles.
Functional Areas: Other
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