What are the responsibilities and job description for the Broker position at Western Trade Alliance?
Job Summary
We are seeking a knowledgeable and motivated Broker to join our dynamic team. The ideal candidate will possess a strong understanding of financial markets and investment strategies, with the ability to analyze complex financial data and provide sound advice to clients. As a Broker, you will be responsible for facilitating transactions, managing client portfolios, and ensuring compliance with securities law while delivering exceptional financial services.
Duties
- Conduct thorough research and analysis of market trends and investment opportunities.
- Negotiate terms and conditions of transactions on behalf of clients.
- Provide expert guidance on securities law and compliance regulations.
- Utilize financial software and tools, including Bloomberg, to support investment decisions.
- Perform risk analysis to identify potential issues and develop strategies for risk management.
- Manage asset portfolios, ensuring alignment with clients' financial goals.
- Maintain up-to-date knowledge of financial concepts and trends in the industry.
- Collaborate with clients to understand their investment objectives and tailor solutions accordingly.
- Prepare detailed reports on financial performance and present findings to clients.
Requirements
- Proven experience in a brokerage or financial services environment.
- Strong negotiation skills with a focus on achieving favorable outcomes for clients.
- In-depth knowledge of securities law and regulatory compliance.
- Proficiency in financial analysis and understanding of complex financial concepts.
- Familiarity with risk analysis methodologies and asset management practices.
- Excellent mathematical skills with a strong financial acumen.
- Experience using financial software tools, particularly Bloomberg, for data analysis.
- Strong research skills with the ability to synthesize information effectively.
- Exceptional communication skills, both written and verbal, with the ability to build rapport with clients. Join our team as a Broker where your expertise will contribute to our commitment to delivering outstanding financial solutions tailored to our clients' needs.
Job Type: Full-time
Pay: $47,348.57 - $57,021.94 per year
Work Location: In person
Salary : $47,349 - $57,022