Qualifications Required:
*University degree in Accounting or Finance.
*Minimum 4 years in a similar position
*Minimum 6 years experience in a management position, with 2 years in Public Accounting.
*Professional Qualification such as CPA or ACPA.
*Strong command of the English language.
*Good Knowledge of Financial Markets.
*Good Knowledge of International Accounting Standards & …
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Organization Objective/Purpose: Active Trader Sales is responsible for growing and retaining Active Trader market share at Schwab by deepening client relationships and discovering sales acquisitions and consolidation opportunities via branch partner referrals. Active Trader Field Sales’ primary responsibility is wholesaling to branch and other cross enterprise partners, retaining and prospecting for high-value clients and developing other Active Trader related business opportunities through education and client consultative services within assigned markets. Activities include one-on-one client and prospect interactions, educational workshop facilitation, and relationship building.
Brief Description of Role: Active Trader Sales is looking for a stellar relationship manager, educator and sales leader. The successful candidate will be responsible for developing and implementing a comprehensive plan that creates business growth, within a defined market area. Following are the channels in which this will be accomplished:
Providing client education (via seminars and individual meetings)
Facilitating direct sales meetings with clients
Wholesaling to branch financial consultants and management to increase lead flow and market penetration
Providing regular feedback to Client Experience and Product Development partners
This position requires significant travel within the assigned market, which includes, Indiana, Kentucky, Ohio, Michigan, Missouri and Pennsylvania.
Technical/FunctionalQualifications: – Bachelor’s degree or equivalent experience
# Series 7, 63 are required
# Minimum of 5 year’s sales experience in the Active Trader, securities or financial services industry
# Excellent interpersonal, motivational, communication, organizational, decision-making and leadership skills
# Strong written and oral communication skills
# Demonstrated success in education and or public speaking preferably within Financial Services
# Extensive knowledge of technical and fundamental analysis, advanced trading strategies, risk management, active trader products, services, software, and the brokerage industry
# Solid working knowledge of industry regulations
# Must be tech savvy with strong computer skills
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Founded in 1955, Van Eck Associates Corporation was among the 1st US money managers helping investors achieve greater diversification through global investing. Today the firm continues the 50+ year tradition by offering global investment choices in hard assets, emerging markets, precious metals including gold, and other specialized asset classes. Van Eck Global’s mutual funds are sold …
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Our Client a Leading Saudi Bank is currently looking for a Senior Credit Manager to control and develop the review and evaluation functions and processes to minimize the credit risks associated with, and increase profitability of the assigned loan portfolio. *Primary responsibility will be the undertaking of sound credit evaluation techniques, improvement of credit review processes and making …
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Our client is a large local bank looking to recruit a Relationship Manager within their wealth management department. Market leading products, an enviable client list and an unparallel bonus structure make this a great place to establish your career. The main purpose of this role will be to manage the existing HNW wealth management portfolio and to develop successful relationships with high …
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6 months contract opportunity for a Market Risk Manager required to join this specialist Risk Consultancy to provide project work for a Global Investment Bank. Minimum of 2 years experience as Market Risk Manager
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Our Client is a Saudi Group of companies which has grown steadily into a diversified Group with operations in fields ranging from agriculture to trading, manufacturing, contracting & services, medical, healthcare and real estate is looking to hire an Investments Manager. Technical Duties:
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Job Description:
*Oversees the grants review and selection process, and ensures selected
projects comply with USAID rules and regulations.
*Reports results of the grants review and selection process across the program to USAID and other stakeholders.
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One of the UAE’s leading banking groups is seeking a financial planning manager to develop and implement the wealth management platform of the priority banking department. This international bank has grown rapidly in the region and is now known as a market leader with a top performing team and innovative products. Supporting the team of relationship managers, you will be giving comprehensive …
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