Job brief
Our company has an exciting opportunity for a driven, focused, and knowledgeable Stockbroker to join our team! Our ideal candidate will have a strong knowledge of the stock market and be adept with the buying and selling of clients' assets and financial securities. The focus of the role is to manage, sell, buy and invest at the most profitable and wise times to ensure maximum returns for the client.
Responsibilities
- Review clients' assets and analyze their financial viability for investments and buying of stocks and shares.
- Provide sound and educated advice when recommending clients to invest or buy on the stock market.
- Look after the client's best interest at all times, ensuring the best possible outcome for their investments.
- Evaluate stock market trends and financial reports.
- Create forecasts in line with data and other forecasts.
- Manage the client's overall investment portfolio.
- Provide regular portfolio and investment updates to clients.
- Make sales and marketing calls to source new clients.
- Onboard new clients.
Requirements
- Bachelor's degree in Finance, Economics, or a related field
- Minimum of 3 years of previous experience in a similar role
- Strong understanding of stock and investment markets
- Excellent data analysis skills
- Strong sales acumen
- Ability to communicate with internal and external team members
- Strong communication skills, both written and verbal
- Good interpersonal skills with the ability to build strong relationships
- Good listening skills, with high levels of attention to detail
- Strong working knowledge of Microsoft office platforms
- Ability to multi-task and prioritize own workload
- Able to understand and work in line with SLA’s and KPIs