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Finance Dealer

4 months ago

Cape Town, South Africa Time Personnel Full time
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 self-starter
  • Strong mathematical understanding
  • Keen interest in global and local events and economics
  • Understand and communicate market moves
  • Confident individual able to talk to high-net-worth individuals regarding the market and global events

DUTIES
  • Manage a client base:
    • Fielding calls and emails from clients regarding forex rate indications and market updates
    • 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

Salary: R negotiable dependent on experience

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