The Role
- Brokerage accounts trade execution: the candidate will be part of a team responsible for executing Clients’ directed trades across asset classes
- Trade life-cycle management: the candidate will own the full trading life cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients
- Extensive Asset Classes execution knowledge: the candidate will develop an in-depth knowledge of all asset classes and products offered by the Private Bank
- Extensive Clients and Markets coverage: the candidate will be part of a team with multi-regional coverage responsibilities, having the opportunity to work in a fast and dynamic multi-market and multi-cultural environment
- Work closely with management to generate solutions to provide best in-class services to clients
Preferred Qualifications, Capabilities, Skills
- Ability to work under tight market deadlines and accuracy in executing Clients’ directed orders are a must
- Coachable professional with good business sense and energetic/dynamic personality
- Ability to adapt to a rapidly changing business and technology environment
- Excellent interpersonal skills, both written and oral
- Self-starter, high sense of responsibility, extremely organized and detail-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Knowledge of financial markets and products
- Risk Management, Good judgment and problem-solving skills
- Absolute discretion when dealing with confidential matters
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
- General comfort level with Internet/Intranet usage and ability to learn proprietary software.
Required Qualifications, Capabilities, Skills:
- English and Spanish required, Portuguese a plus.
- Series 7 and 66 required
- Excel required, Python a plus
- Degree educated, preferably in finance or business-related subject (or equivalent)
- Previous Brokerage/Trading experience required: and at least 5 years of experience in a similar position