Financial Services Trader at Summit Recruitment and Search

Key Responsibilities

• Source for clients and execute buying and selling of securities on behalf of clients or the company.

• Monitor daily market activities, conduct market research, and identify investment opportunities.

• Analyze financial data and track the performance of securities, stocks, bonds, and other financial instruments.

• Provide clients with information on financial products, market trends, and investment opportunities.

• Build and maintain strong relationships with clients and investors while responding promptly to inquiries and resolving transaction-related issues.

• Support client onboarding, account management processes, and maintain accurate client account records and investment portfolios.

• Ensure accurate and timely processing of transactions while maintaining proper transaction records and trading documentation.

• Prepare daily, weekly, and monthly transaction reports, market reports, and investment summaries for management and clients.

• Ensure compliance with Capital Markets Authority (CMA) regulations and company policies while supporting audit and compliance reviews.

• Maintain confidentiality of client and company financial information and stay updated on market developments, economic trends, and regulatory changes.

Key Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or related field. Professional Qualifications

• CPA, CISI, ACCA, or other relevant financial certification is an added advantage.

• High level of integrity and professionalism.

• Strong understanding of financial markets and investment products.

• Ability to work under pressure and meet deadlines.

• Attention to detail and accuracy.