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3 weeks ago

Job Summary

As a Broker, you will build and maintain an impressive client base. Besides, you will also pitch to potential clients via cold calling or sending emails. In addition to this, you should display excellent mathematical and analytical skills. Your ability to update clients on profitable investment opportunities will be advant

  • Minimum Qualification : Degree
  • Experience Level : Internship & Graduate
  • Experience Length : 2 years
  • Working Hours : Full Time

Job Description/Requirements

Responsibilities:

  • Communicating with clients and offering them relevant investment advice 

  • Preparing, maintaining, and evaluating financial reports 

  • Reviewing and managing clients’ investment portfolios 

  • Monitoring and providing clients with an update on their investment portfolios 

  • Staying up-to-date with the latest developments in the financial sector 

  • Reviewing the stock market and informing clients of any investment opportunities 

  • Cold calling, pitching to new clients, and building a new client base 

  • Developing effective investment strategies 

  • Helping clients in the purchase and sale of stocks

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