Dealer Representative Cum Personal Assistant

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Minimum Diploma/Degree in Finance, Economics, Business, or related field preferred., Prior experience in stockbroking or sales in the financial sector is an advantage., Strong networking and persuasion skills to attract and retain clients., Basic understanding of stock markets and investment products..

Key responsibilities:

  • Actively recruit and onboard new clients for equity trading.
  • Provide clients with market insights and trading support.
  • Build and maintain strong relationships with clients to encourage trading activity.
  • Ensure compliance with regulatory requirements and manage high-net-worth clients.

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2 - 10 Employees
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Job description

Job Responsibility

  • Actively recruit and onboard new clients for equity trading.
  • Provide clients with market insights, investment ideas, and trading support.
  • Build and maintain strong relationships with clients to encourage frequent trading activity.
  • Stay updated on market trends, economic news, and stock movements.
  • Ensure compliance with regulatory requirements and company policies.
  • Manage high.NET-worth clients, offering personalized stockbroking services.
  • Stay updated on market trends, IPOs, derivatives, and wealth management opportunities.

Job Requirements

  • Minimum Diploma/Degree in Finance, Economics, Business, or relatedfield(preferred but not mandatory).
  • Prior experience in stockbroking, remisier services, or sales in the financial sector is an advantage.
  • Strong networking and persuasion skills to attract and retain clients.
  • Basic understanding of stock markets, trading strategies, and investment products.
  • Self-motivated with the ability to work independently.
  • Strong understanding of equities, derivatives, structured products, and portfolio management.
  • Excellent networking skills with the ability to engage UHNW (ultra-high.NET-worth) individuals and corporate clients.
  • Self-driven, target-oriented, and able to work independently.
  • Must possess or be willing to obtain *relevant licenses*(e.g., CMSRL, FIMM)

Job Benefits

  • Attractive commission structure (higher than industry standards).
  • Training & mentorship for beginners.
  • Access to research reports, trading tools, and market updates.
  • Opportunity to earn uncapped income based on performance.
  • Access to premium clients including corporate investors, fund managers, and family offices.
  • Flexible & autonomous work environment â build your own client portfolio.
  • Continuous training on advanced trading strategies and wealth management.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Goal-Oriented
  • Self-Motivation

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