Job Description
Our client is a brokerage firm and they have many openings for the Sales/ Investment Representative position
ResponsibilitiesThis role is a hybrid of business development, market advisory, and trade execution within a tech-driven brokerage environment. Your core mandate is to grow the firm's client base while helping those clients navigate global financial markets using the company's trading platform.
1. Business Development & Relationship Management
Asset & Client Acquisition: Actively hunt for and onboard new clients to build your own portfolio.
Relationship Management: Maintain and deepen relationships with existing clients to encourage active trading and long-term retention.
Tailored Advisory: Understand each client's unique financial goals and risk tolerance to design customized trading strategies for them.
2. Market Insights & Advisory ...
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