Overview
We are seeking a knowledgeable and experienced Stock Advisor / Dealer to join our finance team. The ideal candidate will be responsible for advising clients on investment opportunities, managing stock
portfolios, and executing trades mainly. This role requires a deep understanding of the financial markets, excellent analytical skills, and the ability to communicate complex information effectively.
Key Responsibilities
Client Advising: Provide clients with advice on investment opportunities, market trends, and financial planning.
Portfolio Management: Manage and monitor clients investment portfolios, ensuring they align with their financial goals and risk tolerance.
Trade Execution: Execute buy and sell orders for stocks and other securities on behalf of clients.
Market Analysis: Conduct thorough research and analysis of financial markets, economic trends, and company performance. Analyst shall provide the research, only execution has to be done by
Advisor/Dealer.
Reporting: Prepare detailed reports and presentations on investment performance, market conditions, and financial strategies.
Compliance: Ensure all trading activities comply with regulatory requirements and company policies.
Client Relationships: Build and maintain strong relationships with clients, providing exceptional service and support.
Continuous Learning: Stay updated on industry developments, current financial products, and changes in regulations.
Qualifications
Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field shall be preferred. A master’s degree or qualified certifications (e.g., CFA, CFP) are a plus.
Must have a Valid NISM Certificate in Equity Derivative. Commodity Derivate & Currency Segment are a plus.
Experience: Proven experience as a stock advisor, dealer, or similar role in the financial services industry.