CFD Sales, High Net Worth Client
CFD Sales, High Net Worth Client
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Job Description
Alvar Financial Services is a boutique firm offering a variety of investment and trading services through its business lines - Equity Markets for professional and institutional clients Research Services and Electronic Global Retail Platform for private clients. Our small community and flat structure empowers our people to grow and create unconstrained ideas within their field of expertise driving innovation and mastery in their work. We all work together as one to achieve our vision of being a trusted partner to our clients providing unrivalled insights and a collaborative high touch service.
Role Responsibilities:
- Develop close working relationships with CFD and Financial Spread Bet clients with a focus on High Net Worth (HNW) individuals. Providing insight on market sentiment idea generation execution quality trading flows and price changes
- Source new HNW and other suitable clients to grow the franchise
- Monitor trading to ensure best execution at all times using all available venues
- Develop and maintain good working relationships with brokers ensuring highest standard of professionalism and service
- Undertake market-related researching including knowledge of all relevant regulatory technical and compliance issues
- Monitor and report any suspicious client activity to Compliance department
The ideal candidate disposes of:
- Strong existing CFD or Financial Spread Bet client relationships firm requirement
- Previous experience within the financial services sector is essential
- Able to work collaboratively within the firm as well as independently
- Good interpersonal and communication skills both verbally and written
- Strong attention to detail and accuracy
- Able to prioritise in a fast moving and constantly changing environment
This role is regulated under the FCAs Senior Managers and Certification Regime.
Commitment To Diversity
At Alvar Financial Services we believe that every voice matters. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work and experience a culture that is free of harassment racism and discrimination. Thats why we are committed to diversity and inclusion in the workplace and are a proud equal opportunity employer. We prohibit discrimination and harassment of any kind based on race colour religion sex sexual orientation gender identity national origin age disability protected veteran status or any other characteristic protected by law. This policy applies to all employment practices within our organisation including but not limited to hiring recruiting promotion termination layoff and leave of absence.
Alvar Financial Services is also committed to providing reasonable accommodations in our job application procedures for individuals with disabilities. Please inform our HR Team via email if you need any assistance completing any forms or to otherwise participate in the application process.
Required Experience:
Senior IC
Employment Type
Full-Time
