About the job
Execute orders (equity, fixed income or otherwise mandated) on behalf of the HNI clients (domestic and foreign) based on their instructions, while adhering to the policies and procedures in place by QNB, the exchanges and the regulators.
Your main responsibilities will be:
Buy and sell securities on behalf of HNI clients.
Execute orders from HNI clients/call centre executive/front desk via any form of the authorized communication channel.
Document orders and transactions regarding trading activities.
Maintain solid client relationships by providing factual market intelligence in all the markets where QNB is active without providing investment advice.
Provide pre and post-market updates to clients
Maintain a high standard of professional service to all clients creating a differentiating factor between QNB and competitors.
Perform trades manually on QE system in the event of OMS breakdown (After taking the required approvals)
Resolve customer queries/complaints.
Assist the sales department in converting leads of HNI clients by marketing the brokerage and advisory services and capabilities in all active markets and successfully presenting the service offerings of QNB and their value proposition
Ensure adherence to legal, compliance and risk management policies and procedures and regulations
Ensuring efficient and professional management of orders, execution of transactions and reporting of trades.
Graduate degree in finance/marketing/economics /marketing
At least 5 years of experience in relationship management with at least 3 years in a Brokerage firm with Broker/Dealer experience preferred primarily covering UHNI and HNI clients
Strong relationship management and business development/sales skills
Well-developed analytical and problem-solving skills
Knowledge about QE & QFMA regulations
Use of Industry terms and vocabulary
Ability to work well with people
Exceptional organization and time management skills
Excellent communication and listening skills in Arabic and English is a plus
Work with high-level internal and external clients on a daily basis
Candidates working in Qatar are preferred