Equity Dealer

2 weeks ago


Bengaluru, India Careerfit.ai Full time

Responsibilities:

  • Execute buy and sell orders for equity securities on behalf of clients, ensuring timely and accurate execution of trades.
  • Monitor market conditions, economic trends, and company news to provide clients with informed investment advice and recommendations.
  • Build and maintain relationships with clients, providing personalized service and addressing their investment needs and objectives.
  • Educate clients on investment products, market dynamics, and risk management strategies.
  • Collaborate with research analysts and investment advisors to develop investment strategies and portfolio recommendations.
  • Stay updated on industry regulations, compliance requirements, and best practices for equity trading.
  • Prepare and maintain records of client transactions, trades, and account activity in compliance with regulatory requirements.

Requirements:

  • Bachelor’s degree in Finance, Economics, Business, or related field.
  • Relevant licenses or certifications (e.g., Series 7, Series 63, CFA) may be required.
  • Proven experience as an equity dealer or stockbroker, with a strong understanding of equity markets and trading strategies.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and make quick decisions in a fast-paced environment.
  • Strong analytical and problem-solving abilities.
  • Proficiency in trading platforms and financial analysis tools.

Skills:

  • Equity Trading: Executing buy and sell orders for equity securities.
  • Client Relationship Management: Building and maintaining relationships with clients to understand their investment objectives and provide personalized service.
  • Market Analysis: Analyzing market conditions, economic trends, and company news to make informed investment decisions.
  • Compliance: Understanding and adhering to regulatory requirements and industry standards for equity trading.

Preferred:

  • Previous experience in a brokerage firm or financial institution.
  • Advanced certifications or licenses related to equity trading.

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