Verified Job
Accounting - Finance
Investment Banker – Sales & Trading
Accounting - Finance
#581984
Remote / WFH
Job Description
We are seeking a highly motivated and results-driven Investment Banker with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3-6 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business.
Key Responsibilities
• Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
• Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
• Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
• Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
• Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
• Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.
Key Requirements
• Experience: 3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.
• Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
• Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products.
• Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business.
• Educational Background: Must have a Finance degree, or CFA, or Professional certifications.
• Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
• Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.
Desired Attributes
• Proactive and Self-Driven: Comfortable with cold calling and reaching out to potential clients to generate new business.
• Strong Work Ethic: A relentless drive to achieve sales targets and exceed expectations.
• Adaptability: Ability to quickly adapt to changes in the market and client requirements.
If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!
Skills: negotiation,trading,strong communication,investment,market analysis,client relationship management,communication,sales mindset,investment banking,financial services,presentation,sales,industry knowledge,team collaboration,attention to detail,securities
Key Responsibilities
• Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions.
• Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams.
• Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities.
• Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups.
• Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction.
• Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards.
Key Requirements
• Experience: 3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry.
• Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products.
• Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products.
• Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business.
• Educational Background: Must have a Finance degree, or CFA, or Professional certifications.
• Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness.
• Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers.
Desired Attributes
• Proactive and Self-Driven: Comfortable with cold calling and reaching out to potential clients to generate new business.
• Strong Work Ethic: A relentless drive to achieve sales targets and exceed expectations.
• Adaptability: Ability to quickly adapt to changes in the market and client requirements.
If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!
Skills: negotiation,trading,strong communication,investment,market analysis,client relationship management,communication,sales mindset,investment banking,financial services,presentation,sales,industry knowledge,team collaboration,attention to detail,securities
