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Equity Dealer
1 month ago
- Execute equitytrades on behalf of clients
- Provide investmentadvice and recommendations to clients
- Monitorstock market trends and analyze financialreports
- Develop and maintain relationships withclients
- Stay updated on market developments andregulatory requirements
- Execute trades in atimely and accurate manner
- Manage and mitigaterisk associated with equity trading
- Provideexcellent customer service andsupport
- Collaborate with research and analysisteams
- Ensure compliance with industryregulations and guidelines
- Prepare and maintainaccurate trade records
- Conduct investmentportfolio reviews with clients
- Participate intraining and professional developmentactivities
- Bachelors degree inFinance Economics or related field
- Series 7 andSeries 63 certifications
- Proven experience asan equity dealer or trader
- Strong understandingof financial markets and instruments
- Excellentanalytical and decisionmaking skills
- Ability tomanage risk and handle highpressuresituations
- Exceptional customer service andinterpersonal abilities
- Solid understanding ofinvestment strategies and portfoliomanagement
- Proficiency in trading platforms andfinancial software
- Ability to work well in afastpaced dynamic environment
- Strong ethicalconduct and adherence to compliancestandards
- Excellent communication andnegotiation skills
- Keen attention to detail andaccuracy
- Ability to multitask and prioritizeeffectively
- Continuous learning and stayingupdated with industrytrends
analytical skills,decisionmaking,risk management,customer service
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