As an Investment Dealer, you will be responsible for executing client orders for investment products to maximize revenues and to support overall sales and profitability targets.
How you'll contribute
- Secure prices from product providers and for pricing structured products
- Ensure pricing models are up to date and reflective of market conditions
- Design and create financial calculators and trade blotters to aid in trade analysis, risk assessment, transaction monitoring, and decision-making process
- Develop and maintain automated systems/blotter for trade booking
What we're looking for
- Must have a Bachelor's or College degree
- At least 3 years of relevant experience
- Fresh graduates are also welcome to apply provided that courses taken are Business Management, Accountancy, Math/Statistics, Engineering, Computer Science, or Economics among others
- Understands Financial Markets - rates & credit markets, macro-economics. Portfolio Management and Financial Planning Must be able to effectively articulate strategies and ideas to Wealth Relationship Managers (RMs) and Investment Counselors
- Can communicate effectively with all levels in the bank as well as external parties and customers
- Good in math/comfortable with numbers, quick thinker, works fast, careful attention to details
- Preferably with Treasury Certification Program and Fixed Income Salesman Licenses, but not required
- Preferably familiar with computer programming, but not required