Company Description Prosperity Services is a boutique wealth management integrator to support clients who seek expert financial guidance without dedicating extensive time to daily money management. with presence in Abudhabi Dubai Ahmedabad and KochiThe organization is powered by experienced professionals who deliver insights and action plans to help stabilize and grow client wealth. Prosperity Services focuses on tailored strategies for protection planning, education planning, retirement planning, and estate planning. The team serves high-net-worth clients and others across the state, aiming to provide financial freedom, peace of mind, and long-term security. Joining Prosperity Services means becoming part of a mission-driven company committed to helping clients achieve their financial goals and dreams.
Role Description The Equity Dealer is a full-time, in office role based in Kochi, responsible for executing equity trades on behalf of clients and ensuring timely and accurate order placement. This role involves monitoring stock market movements, tracking portfolio performance,
and providing clients with updates on their equity positions. The Equity Dealer will interpret market data, follow research recommendations, and coordinate with the advisory and back-office teams to ensure seamless trade settlement and compliance with internal policies and regulatory requirements. Daily tasks include managing trading terminals, handling client inquiries related to equities, and maintaining detailed records of transactions and client interactions. The role also requires adherence to risk management guidelines and consistent communication with clients to support their investment objectives.
Qualifications
• Candidates should possess strong knowledge of Stock Market operations and Trading processes.
• Candidates should possess expertise in Equities, including order execution and portfolio monitoring.
• Candidates should possess a solid foundation in Finance to understand market dy