The role involves providing advisory services to assigned clients on trading and investments, including assessing the risks associated with specific trades. You will also be responsible for keeping clients informed about market updates that may impact their portfolios. Additionally, cross-selling various investment products is a key aspect of this position. Responsibilities include executing trades and updating clients on the latest market information and financial products to guide them in their trading and investment decisions. You will be expected to gather relevant market sentiment data through research, valuation, and data analysis, monitor the performance of UK and international markets, and communicate daily trading information to relevant parties. The ideal candidate should be a Commerce graduate with knowledge of finance and accounts. A minimum of 6 months of experience is required, along with proficiency in handling Excel sheets and creating data sheets. Salary for this position is negotiable, and there is a probation period of 3 months.,
As an individual in this role, you will be responsible for providing advisory services to assigned clients regarding trading and investment opportunities, as well as the associated risks. It will be your duty to keep clients informed about market updates that may impact their portfolio, while also engaging in cross-selling various investment products. Key Responsibilities: - Execute trades on behalf of clients and promptly communicate the outcomes to them. - Keep clients updated with the latest market information, financial products, and provide them with advice on trading and investment decisions. - Gather relevant information and data on market sentiment through research, valuation, and data analysis. - Monitor the performance of both UK and international markets. - Supply daily trading information to key stakeholders. Qualifications Required: - Hold a degree in Commerce. - Possess knowledge of finance and accounts. - Have at least 6 months of prior experience in a similar role. - Proficient in handling Excel spreadsheets and other related tasks. Please note that the salary for this position is negotiable, and there is a probationary period of 3 months.,