The Function Purpose
Support brokers and senior brokers in serving clients and growing the business, while developing and maintaining strong client relationships.
Main Responsibilities
- Provide clients with regular portfolio updates and address their questions or concerns.
- Proactively look for new clients, sell our products and services.
- Develop and maintain relationships with clients.
- Explain products (Stocks, ETFs, Options) risks to clients.
- Research and analyze market trends, financial, and economic data to be able to answer clients’ questions.
- Monitor stock market performance; stay informed regarding the latest financial news and reports.
- Stay up to date on industry legislation, developments, and regulatory changes.
- Maintain accurate records of all client transactions and communications.
- Ensure compliance with financial regulations and industry standards.
Requirements & Background
- Bachelor’s degree in Banking, Finance, Accounting, Economics, Business Administration or related field.
- Assistant Broker must prepare within one year for the SEC Financial Broker Certificate (pass Jordan Securities Commission 3 exams: (1) Financial Legislations (2) CISI International Introduction to Securities & Investments (3) CISI Securities).
- (1+) years of relevant experience.
