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Financial Market Business Executive at CLG Securities

CLG Securities is a Financial and Wealth Advisory firm that provides exceptional, objective advice and customized portfolio solutions to a select group of clients. Our aim is to add substantial value to our client’s portfolio and ensure the continued preservation of their wealth. CLG Securities has been established by the founder of Calag Capital Limited, a firm which has established a solid reputation in financial advisory and structured finance business. Drawing on the significant successes in the aforementioned areas, it became imperative to extend our scope to provide qualitative and efficient service in the wealth advisory arena which has seen the firm being licensed as a Dealing Member Specialist of the Financial Market Dealers Quotation (FMDQ) OTC Exchange

Qualification:

  • First Degree in a relevant field including Banking and Finance, Accounting, Business Management or Economics.
  • Master's Degree and/or relevant professional qualifications would be an added advantage
  • Minimum of 3-5 years working experience in financial services preferably in an Investment Banking environment or stockbroking with at least 2 years Business development experience.

 

Skills/Requirements:

  • Highly proficient in office suite(Excel, PowerPoint and word)
  • Good understanding of the Investment Banking,
  • Good understanding of global financial markets
  • Excellent negotiation skills in decision making environment
  • Good research skills

 

Key Responsibilities:

  • Promote and sell financial products to meet given or negotiated sales targets.
  • Contact clients with news of new financial products or changing to legislation that may affect their savings and investments.
  • Conduct in-depth reviews of clients’ financial circumstances, current provision and future aims.
  • Analyse information and preparing plans best suited to individual clients’ requirement.
  • Research the market place and provide clients with information on new and existing products and services.
  • Produce financial reports.
  • Assist clients to make informed decisions.
  • Review and respond to clients changing needs and financial circumstances.
  • Contact clients and set up meetings, either within an office environment or in clients’ homes or business premises.
  • Design financial strategies.
  • Negotiate with product suppliers for the best possible rates.
  • Keep up to date with financial products and legislation.
  • Responsible for financial modelling and analysis.
  • Responsible for integrating market and financial data in deliverable.
  • Preparation of external presentation/pitch books.
  • Tracking developments in the capital markets and analysis their impacts on client situation.
  • Make presentations to contemporaries in the market at valuation meetings.
  • Contribute to all phases of client development, due diligence, deal execution as directed.
  • Accountable for proper filling of documents and correspondence with clients.
  • Responsible for developing and detailed work plan for each deal and following up with external parties on milestones where applicable.

 

Application Method:

Applicants should send their applications to: hr@clgsecurities.com

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