Financial Market Business Executive at CLG Securities

Job Description

• Promote and sell financial products to meet given or negotiated sales targets.
• Contact clients with news of new financial products or changing to legislation that may affect their savings and investments.
• Conduct in-depth reviews of clients’ financial circumstances, current provision and future aims.
• Analyse information and preparing plans best suited to individual clients’ requirement.
• Research the market place and provide clients with information on new and existing products and services.
• Produce financial reports.
• Assist clients to make informed decisions.
• Review and respond to clients changing needs and financial circumstances.
• Contact clients and set up meetings, either within an office environment or in clients’ homes or business premises.
• Design financial strategies.
• Negotiate with product suppliers for the best possible rates.
• Keep up to date with financial products and legislation.
• Responsible for financial modelling and analysis.
• Responsible for integrating market and financial data in deliverable.
• Preparation of external presentation/pitch books.
• Tracking developments in the capital markets and analysis their impacts on client situation.
• Make presentations to contemporaries in the market at valuation meetings.
• Contribute to all phases of client development, due diligence, deal execution as directed.
• Accountable for proper filling of documents and correspondence with clients.
• Responsible for developing and detailed work plan for each deal and following up with external parties on milestones where applicable.

Candidate Requirements

• First Degree in a relevant field including Banking and Finance, Accounting, Business Management or Economics.
• Master's Degree and/or relevant professional qualifications would be an added advantage
• Highly proficient in office suite(Excel, PowerPoint and word)
• Good understanding of the Investment Banking,
• Good understanding of global financial markets
• Excellent negotiation skills in decision making environment
• Good research skills
• Minimum of 3-5 years working experience in financial services preferably in an Investment Banking environment or stockbroking with at least 2 years Business development experience.