Financial Market Expert

3 days ago


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

Job Title: Financial Market Expert

About Us:

We are Neo Wealth and Asset Management, a leading financial services firm dedicated to providing exceptional investment solutions to our clients. Our team of experts is committed to delivering personalized service and tailored advice to help our clients achieve their financial goals.

Salary: $120,000 - $180,000 per annum, depending on experience.

Job Description:

The Financial Market Expert will play a crucial role in executing trades on behalf of clients while providing strategic advice and market insights. The ideal candidate will have strong communication skills, a deep understanding of financial markets, and the ability to build and maintain strong relationships with clients.

Key Responsibilities:

  • Client Relationship Management:
    • Build and maintain relationships with institutional and high-net-worth clients.
    • Provide personalized trading strategies and regular market updates.
  • 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.

Requirements:

  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 3 years of experience in financial markets, preferably in a similar role.
  • Strong knowledge of financial markets, instruments, and regulatory requirements.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing market conditions.


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