職位描述
簡介
- Develop and maintain relationships with clients, understanding their needs and providing tailored solutions.
- Conduct market research to identify new opportunities and trends.
- Create and present investment proposals and risk assessments.
- Negotiate terms and conditions to secure favorable deals for clients.
- Ensure compliance with regulations and ethical standards in all transactions.
職位要求
- Educational Qualifications: Bachelor's degree in Finance, Business, or related field.
- Experience Level: 3-5 years of experience in brokerage or financial services.
- Skills and Competencies: Strong analytical skills, excellent negotiation abilities, and proficiency in financial software.
- Responsibilities and Duties: Manage client portfolios, execute trades, and provide market insights.
- Working Conditions: Fast-paced office environment with potential shift hours.
- Qualities and Traits: Detail-oriented, proactive, and strong communication skills.
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