• Maintain accurate records of client's transactions and investment portfolios
• Build and maintain strong relationships with clients, understand their investment goals, and provide personalized assistance.
• Onboarding of New Clients to the System
• Collaborate with research analysts, traders, and other team members to analyze market data.
• Execute buy and sell orders for clients in the stock market if required
• Providing a professional telephone answering and message taking service, answering calls quickly and sensitively. The post holder will give out information where appropriate, evaluating and transferring calls to the relevant member of staff
• Providing a responsive reception and information service, dealing with personal callers; giving out general information on a variety of subjects, including on how to join Equity; referring visitors to the appropriate member of staff.
Qualifications
• Bachelor's degree in finance, economics, or a related field
• Sound knowledge of financial markets, products, and investment strategies
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to multitask and work under pressure
• Attention to detail and ability to make quick decisions
• In-depth understanding of stock markets and equity trading
• Strong knowledge of financial products and investment instruments
• Excellent knowledge of regulations and compliance in the financial industry
• Proficient in using financial software.
• Ability to work effectively in a team
Job Type: Full-time
Pay: AED3,000.00 - AED4,000.00 per month
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