Financial Services Specialist

2 days ago


Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

We are seeking a Financial Services Specialist to join our team at Neo Wealth and Asset Management.

Estimated Salary: $120,000 - $180,000 per year.

About the Role

The Financial Services Specialist will be responsible for executing trades on behalf of clients while providing strategic advice and market insights.

This role requires strong communication skills, a deep understanding of financial markets, and the ability to build and maintain strong relationships with clients.

Key Responsibilities
  • Build and maintain relationships with institutional and high-net-worth clients.
  • Provide personalized trading strategies and regular market updates.

Additionally, the Financial Services Specialist will work closely with both the sales team and the trading desk to ensure clients receive the best possible execution and service.

Client Relationship Management:

  • Identify opportunities to expand client portfolios and increase revenue streams.
  • Develop and implement targeted marketing campaigns to attract new clients.

Trade Execution:

  • Execute trades across various asset classes efficiently and in compliance with regulations.
  • Monitor orders to minimize costs and slippage.

Market Insight & Analysis:

  • Provide market commentary and collaborate with research for trade recommendations.
  • Stay updated on market trends and developments.

Sales Support:

  • Assist in pitching new products and identify cross-sell opportunities.
  • Support smooth client onboarding and trade execution.

Risk Management:

  • Monitor risk exposure and ensure trades align with client risk profiles.

Reporting & Documentation:

  • Maintain accurate trade records and provide performance reports to clients.

Collaboration & Teamwork:

  • Work with internal teams (research, compliance, back-office) for efficient trade processing.
  • Contribute to strategic discussions on client retention and acquisition.


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