Wealth Dealer

Responsibilities:

• Advise both individual and retail clients on equity investments, market trends, and portfolio strategies.
• Build and maintain strong relationships with clients to understand their financial goals, risk tolerance, and investment objectives.
• Present relevant market research, investment opportunities, and insights to clients, ensuring they are informed about potential risks and rewards.
• Address client trading strategies and needs, offering guidance on order execution, portfolio rebalancing, and market timing.
• Collaborate with internal research teams and analysts to deliver up-to-date market intelligence and actionable investment ideas.
• Ensure compliance with all regulatory requirements and firm policies while providing investment recommendations.
• Maintain detailed records of client interactions and investment activities to support transparency and accountability.
• Continuously stay updated on market movements, financial products, and industry developments to enhance advisory capabilities.

Job Qualification:

• Bachelor's or Master's degree in Finance, Investment, Economics, Business Administration, or a related field.
• Professional certifications such as Securities licenses
• 25 years of experience in investment consulting, wealth management, or brokerage services.
• Proven track record in advising retail and individual investors on equity investments.
• Experience in portfolio management, market research, and financial analysis.
• Strong understanding of equity markets, trading strategies, portfolio management, and risk assessment.
• Ability to interpret financial reports, analyze market trends, and provide actionable investment recommendations.
• Excellent interpersonal skills to build trust and maintain long-term client relationships.
• Ability to explain complex financial concepts in a clear and persuasive manner.