Financial Advisor at Qureos Inc

Beirut, Beirut Governorate, Lebanon -

Full Time

Start Date

Immediate

Expiry Date

20 Jan, 26

Salary

0.0

Posted On

22 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Sales, Investment Strategies, Financial Planning, Market Analysis, Trading, Client Relationship Management, Hedging Solutions, Data Analysis, Communication, Research, Proprietary Trading, Investment Products, Risk Appetite, Structured Products, Financial News, Rebalancing Strategies

Industry

technology;Information and Internet

Description

The purpose of the Financial Advisor position is to stay alert on all economic changes and their impact on the clients’ positions, to advise and provide clients with all the needed information regarding their positions and current market situation. As well as to execute and follow up on investments and securities products and assist in research for new investment instruments. Principal Accountabilities: Client sales Responsible for meeting his individual yearly sales budget Execute clients’ orders Update and keep clients informed of the major financial news Offer clients hedging and customize solution ( option structured products) according to market conditions and clients risk appetite Fully cooperate with Private Banking and Corporate Banking departments at the level of the proposed products Cooperate at the level of identifying clients’ needs/issues and implementing appropriate financial planning and investment strategies Cooperate at the level of developing and managing client relationships, including ongoing and regular client contact and visits for new and existing clients Offer clients rebalancing strategies according to market conditions and their risk appetite Proprietary Trading Responsible for meeting his individual yearly trading budget within his allocated limits. Observe the main drivers/factors that impact the trading positions Products and Investments Ideas Identify tailor-made investment solutions Contribute to the structuring of the weekly & new investment products Communicate a list of investment instruments to clients and commercial division on a continuous basis Introduce one to two investment idea per week Local and international financial institutions and banks Offer competitive pricing for financial markets instruments Analysis and Research Develop expertise in data availability, extraction and manipulation Collect information from various sources Communication Cooperate with commercial division (sharing information, joint visits, etc.) based on the net worth of clients. Cooperate with T&CM Administrative unit, Back Office and T&CM other units. Other Activities Ensure proper coverage of market hours (8:00 am to 11 pm) Book trades into the Asset Management Unit Daily blotter Renew expired orders Processing personal data in compliance with applicable data protection legislation, the Data Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time.

Responsibilities

The Financial Advisor is responsible for advising clients on economic changes and their impact on investments. They execute client orders, provide market updates, and develop tailored investment solutions.