Financial Relationship Manager
2 days ago
We are seeking a dynamic and results-driven Equity Specialist to manage and grow partnerships with business partners, networks, and client relationships.
Main Responsibilities:- To trade on behalf of clients with their consent in equity and derivatives markets.
- Manage clients' day-to-day trades and investments.
- Regularly communicate with assigned clients and share our research findings and investment ideas.
- Ensure client activation and engagement.
- Meet set revenue and brokerage targets.
- Minimum 1 year of experience in the financial industry with B2B background preferred.
- Strong understanding of equity trading, mutual funds, portfolio management services, and investment products.
- Able to support and collaborate with partners to drive client trading activity.
- Committed to staying updated on market trends, investment strategies, and capital markets.
- Goal-oriented with a passion for achieving and exceeding revenue targets.
This role offers opportunities for professional growth, collaboration, and delivering exceptional client experiences. We strive to create a supportive work environment that fosters innovation and excellence.
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