Equity Sales Trader

CI Capital Holding

Job description

Duties towards clients:

• Gathering information and analyzing the market on a daily basis depending on fundamental and technical analysis reports.
• Identifying issues affecting retail clients.
• Track and analyze market conditions to develop strategies for maximizing profits for retail clients.
• Update Clients data in case of any changes.
• Track client s accounts and determine the amount of potential profit from stock purchases.
• Notify retail clients when transactions have been completed.
• Develop client relationships & present ideas to clients.
• Activate dormant retail accounts.
• Ensure client satisfaction and fulfillment.

Attracting new clients:

• Sales calls to new retail clients.
• Seeking out prospective clients.
• Activating current clients by offering new trading strategies, solving their problems and handling them.
• Sales and Marketing for our company s products.
  (online trading, research, etc)

Compliance and Market Knowledge:

• Adhere and comply with internal policies and procedures.
• Ensure compliance with all regulatory authorities as well as internal control functions (audit, risk and compliance)
• Revising all transaction after every session to ensure that all the transactions were executed with the exact amount and prices.
• Solving errors immediately
• Provide clients with summarized report of all their transactions by end of each quarter to sign it.
• Other duties include processing client s orders.

Job-specific Skills:

Excellent understanding of;

• Portfolio Management, Financial and Investment Analysis, Portfolio Performance & Equity Analysis.

Generic Skills:

Budgeting, Contractual & Financial Negotiations, Financial Reporting.