Customer Relations, Customer Satisfaction, Entrepreneurship, Equity Securities, Finance, Interpersonal Skills, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Revenue Growth, Risk Management, Sales, Sales Prospecting, Series 7, Team Player, Time Management, Writing Skills
LOCATION
New York
POSTED
30+ days ago
Key Areas of Responsibilities
Work with sales trading team to service existing clients
Proactively identify and acquire new accounts while revitalizing underperforming accounts to maximize revenue potential
Conduct targeted prospecting to identify potential HT and LT clients
Execute Americas HT orders (US)
Monitor and service Americas LT orders (US)
Develop value added, trading content for client consumption
Distribute appropriate CLSA Research and Trading color to clients
Collaborate with the Middle Office team to ensure timely and accurate settlement of trades, mitigating operational risks and maintaining client satisfaction.
Partner with the Technology team to develop, streamline, and optimize desk workflows, boosting overall productivity and efficiency across the team
Requirements
Bachelor’s degree or above in finance or other related discipline
Minimum 1-3 years of relevant experience on a trading desk or related field
Possess a solid working knowledge of global equity markets and related financial instruments
Adaptable to working in a flexible, creative, and evolving environment with minimal structure