We are seeking a highly motivated and resultsdriven Investment Banking Associate with experience in calling selling shares and a passion for sales in the financial services industry. The ideal candidate will have at least 23 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 & Securities: Proactively sell equities securities and financial products to institutional and retail clients. Identify opportunities to crosssell 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 : Manage the of trades ensuring timely and efficient order placements and followups.
- 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: 23 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 targetoriented individual with a zest for selling and a passion for growing business.
- Educational Background: A degree in Finance Economics Business or a related field. 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 SelfDriven: 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!
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