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Finance Dealer
2 weeks ago
Job Overview:
Date Posted:
Posted 3 mins ago-
Location: Cape Town, Western Cape-
Job Title: Finance Dealer-
Education Level: Certificate-
Job Level: Intermediate-
Minimum Experience: - 3 Years
Finance Dealer required in the Cape Town CBD
:
Do you have a NQF 6 qualification or are studying towards this, with experience working in the financial services industry and have an interest in Economics and Global events?
Our International client based at their head office in Cape Town CBD requires your expertise to manage a portfolio of High-net-worth clients where you will be dealing with their requirements.
Requirements:
- Matric, NQF 6 qualification or a succession place in plan to achieve the qualification with 12 months advantageous
- Ability to multi skill strong communication & negotiation skills
- Bilingual in English and Afrikaans and a selfstarter
- Strong mathematical understanding
- Keen interest in global and local events and economics
- Understand and communicate market moves
- Confident individual able to talk to highnetworth individuals regarding the market and global events
Duties and Responsibilities:
- Manage a client base:
- Booking deals, ensuring that these deals are correctly recorded on the systems
- Checking rates on systems for clients
- Communicating with clients to understand terms and conditions
- Ensuring that all procedures are adhered to
- Proactively manage specific client base assigned:
- Understanding clients' needs and trading patterns
- Phoning clients regarding non trading or change in trading patterns
- Manage Market movements and how this will affect clients with import & Export payments
- Helping out other team members that are on leave or away from their desks
- Compile the client market update and present this in the morning
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