
Senior Equity Portfolio Specialist
2 days ago
Our team seeks an accomplished Equity Relationship Manager to drive client success and expand our business.
Job DescriptionThe ideal candidate will possess a deep understanding of equity markets, investment products, and trading strategies. They will be responsible for identifying and acquiring new clients, building strong relationships, and providing expert advice on equity investments.
- Key Responsibilities:
- Identify and acquire new clients through effective lead generation and conversion techniques.
- Nurture long-term relationships with clients, providing customized solutions that meet their financial goals and risk appetite.
- Stay updated on equity markets, economic developments, and corporate actions to provide timely insights and guidance to clients.
To succeed in this role, you will need:
- A Bachelor's degree in Finance, Commerce, or Economics.
- 2-5 years of experience in equity markets, wealth management, or related roles.
- In-depth knowledge of equity markets, investment products, and trading strategies.
- Excellent communication and interpersonal skills.
- Strong analytical ability to interpret market trends and provide insights.
We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
OthersThis role requires a customer-focused approach, strong problem-solving skills, and attention to detail. If you are a motivated individual with a passion for equity markets, we encourage you to apply.
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