Executive

Job Responsibilities

• Execute clients' buy and sell orders accurately and efficiently.
• Monitor market trends, economic developments, and financial news to support investment decisions.
• Build and maintain strong relationships with individual and institutional clients.
• Identify new business opportunities and attract new clients through networking and marketing.
• Meet with clients to discuss investment options and promote brokerage services.
• Affiliate with clients to open and maintain Beneficiary Owner (BO) accounts and complete required documentation.
• Ensure compliance with financial regulations, trading rules, and company policies.
• Deliver high-quality customer service with professionalism and integrity.
• Work closely with internal teams and management to improve operations and support business growth.

Requirements

• Experience: At most 4 years
• Education: Not specified
• Skills: investment banking, front office support, financial advisory, investment advisory, brokers, brokerage, global business development, client development, retail banking