Serves and develops a portfolio of clients by providing researched information on stock market movements, corporate data, stock prices and valuations; providing quotations; receiving and executing client’s orders, completing deals and reporting trade confirmations upon execution.
- Identify target clients and high net worth individuals.
- Analyze client profitability.
- Receive client orders and input them into the system.
- Receive client calls and provide them with market updates and prices.
- Visit or prospect clients to understand their investment needs and prepare a summary report in this respect.
- Maintain client relationships and confidentiality.
- Open accounts for clients according to the Company’s policies and procedures.
- Follow up on any missing documents in the accounts opening file.
- Track client satisfaction.
- Analyze causes of complaints, address client satisfaction issues and attempt to improve it
- Coordinate with Back Office to ensure proper execution of equity deals and transfers if any.
- Monitor clients’ accounts and assess their portfolios.
- Prepare periodic progress reports about the investors’ performance.
- Perform extensive market research and technical analysis.
- Maintain proper documentation and filing.