Role & responsibility
Keep up to date with the latest financial and tax legislation.
Monitor stock market performances.
Stay informed regarding the latest financial news and reports to understand the movements in the market and the drivers of change.
Carry out specific market research and analysis.
Write reports and newsletters summarizing the market research has done.
Provide advice on investments and make recommendations (depending on the type of stockbroking service you're providing)
Proactively look for clients, sell your services and manage those relationships. You'll do this through a combination of networking and cold calling.
Regularly update the company on the state of their portfolio and new investment opportunities.
Give presentations at conferences and networking events.
Ensure that you understand the company’s needs, enabling you to make appropriate suggestions for their investments.
Be honest and provide all information, including risks. As a broker you cannot exaggerate or provide misleading information.
Manage company’s portfolios, deciding about when to buy or trade financial securities.
Work closely with Company Directors to understand their financial goals and risks.
Consult Company Directors on the buying and selling price of different stock.
Use market knowledge to maximize Company’s returns.
Multitasking and analytics skills.
Energetic, enthusiastic, proactive and driven.
A self-starter with respect for others’ points of view.
Qualification & skills requirements
Researching and reporting skills: must have superb research skills and ability to prepare financial reports. must be able to surf the web daily and go through financial reports to gather important investment information.
Communication skills: Strong communication skill is paramount to success in the field of stock brokering. must be able to communicate effectively through writing and electronic presentations.
Computer skills: must be proficient in computer spreadsheet applications. A good understanding of stock trading platforms is also necessary.
Interpersonal skills: must have the ability to build and sustain good relations with clients and potential investors. must be able to deliver top-notch customer service to clients and make them believe in the security of their investments.
Mathematical skills: Will often have to calculate percentages, profits and dividends quickly and accurately.
Logical reasoning and judgment: must be able to make valid judgment after logical reasoning. must be able to monitor market trend and determine if the market is going bullish or bearish. is tasked with making important financial decisions. The ability to make fast decisions based on market data is crucial in this role.
Negotiation skills: must often use negotiation skills to negotiate commissions, trade costs and the number of portfolios they manage. The ability to compromise and to persuade are important.
Confidentiality: Managing clients’ investment requires high level of confidentiality, so, stock brokers are expected to keep clients’ investment portfolio information secure and away from unauthorized eyes.
DISCLAIMER: Dear Candidate! You are fully responsible to deal with the employer on the hiring process. GulfJobs.com will not take any responsibility on your hiring process. Genuine employer does not ask money for hiring!