
Investment Specialist
12 hours ago
We are seeking a skilled and experienced Investment Specialist to execute equity transactions on behalf of our clients and provide strategic investment advisory services.
Key Responsibilities:
- Client Acquisition & Relationship Management
- Build long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
- Identify and engage new prospective clients to expand the portfolio and drive trading volume.
- Provide clients with comprehensive market insights, tailored stock recommendations, and timely trade ideas to support informed investment decisions.
- Trade Execution & Market Analysis
- Execute client equity trades efficiently and in compliance with regulations and internal risk management protocols.
- Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
- Collaborate with internal teams such as Research, Compliance, and Trading to enhance client service and operational efficiency.
Required Skills and Qualifications:
- Registered Equities Securities Salesman license is required.
- Bachelor's degree in Finance, Economics, Accounting, or related field is preferred.
- Strong understanding of investment products, including equities, bonds, foreign exchange, money markets, and derivatives.
- Excellent interpersonal and communication skills with a client-focused mindset.
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