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.

Essential Skills

• A Financial Market Business Executives should be able to demonstrate strong analytical, quantitative, and technological skills.
• S/He should have a deep interest in the financial markets, should be extremely well organized and business driven.
• He should be able to work in high pressure work environment and within the given time constraints. He should possess a high analytical aptitude, good judgmental and decision making skills.
• He should have multitasking ability, should be able to manage his work according to priority, and should be comfortable to work independently as well as in a team environment.