Financial Advisor (Treasury & Capital Markets)

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

Products and Investments Ideas

Local and international financial institutions and banks

Analysis and Research

Communication

Other Activities