Financial Advisor

The purpose of the Financial Advisor position is to stay alert on all economic changes and their impact on the clients’ positions, to advise and provide clients with all the needed information regarding their positions and current market situation. As well as to execute and follow up on investments and securities products and assist in research for new investment instruments.

Principal Accountabilities:
 

Client sales

• Responsible for meeting his individual yearly sales budget
• Execute clients’ orders
• Update and keep clients informed of the major financial news
• Offer clients hedging and customize solution ( option structured products) according to market conditions and clients risk appetite
• Fully cooperate with Private Banking and Corporate Banking departments at the level of the proposed products
• Cooperate at the level of identifying clients’ needs/issues and implementing appropriate financial planning and investment strategies
• Cooperate at the level of developing and managing client relationships, including ongoing and regular client contact and visits for new and existing clients
• Offer clients rebalancing strategies according to market conditions and their risk appetite
   

Proprietary Trading

• Responsible for meeting his individual yearly trading budget within his allocated limits.
• Observe the main drivers/factors that impact the trading positions
   

Products and Investments Ideas 

• Identify tailor-made investment solutions
• Contribute to the structuring of  the weekly & new investment products
• Communicate a list of investment instruments to clients and commercial division on a continuous basis
• Introduce one to two investment idea per week
   

Local and international financial institutions and banks

• Offer competitive pricing for financial markets instruments
   

Analysis and Research

• Develop expertise in data availability, extraction and manipulation
• Collect information from various sources
   

Communication
 

• Cooperate with commercial division (sharing information, joint visits, etc.) based on the net worth of clients.
• Cooperate with T&CM Administrative unit, Back Office and T&CM other units.
   

Other Activities
 

• Ensure proper coverage of market hours (8:00 am to 11 pm)
• Book trades into the Asset Management Unit Daily blotter
• Renew expired orders
• Processing personal data in compliance with applicable data protection legislation, the Data Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time.