Director VIP Clients
3 days ago
Job Purpose:
The Director VIP Clients links VIP clients with financial markets, executing equity trades
with precision while providing bespoke trading solutions. This job leverages market
knowledge and analytical skills, to offer strategic advice and actionable
recommendations that align with clients' investment goals. The Director VIP Clients is
involved in managing multiple trades, staying ahead of market trends, and maintaining
strong client relationships through ongoing market analysis and proactive
communication.
Responsibilities
:
Develop and maintain strong relationships with VIP clients, understanding their unique investment
goals and objectives.
Provide personalised trading strategies and solutions tailored to clients' needs.
Execute equity trades efficiently and accurately, ensuring optimal execution and minimal market
impact.
Monitor market conditions and trends to make informed trading decisions.
Utilise advanced trading platforms and tools to execute trades and manage orders.
Conduct thorough market research and analysis to identify investment opportunities and potential
risks.
Provide clients with timely and relevant market insights, reports, and recommendations.
Ensure all trading activities comply with regulatory requirements and internal policies.
Monitor and manage trading risks, adhering to risk management protocols.
Work closely with internal teams, including research analysts, portfolio managers, and compliance
officers, to deliver comprehensive trading solutions.
Communicate effectively with clients, providing regular updates on trade performance and market
developments.
Uphold company values throughout business practices and utilise sound judgment in decision making.
Any other additional duties as may be required by management based on needs of the business.
Job Requirements:
• A minimum of 3-5 Years of experience in equity sales trading or brokerage.
• Proven track record of success in a similar role.
• Bachelor's degree in Finance, Economics, Business, or a related field.
• Advanced degree or relevant certifications (e.g., CFA, Series 7) preferred.
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