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Investment Broker Associate

2 months ago

London, Greater London, United Kingdom PGS LTD Full time
Job Description

We are seeking a highly motivated and ambitious Investment Broker Associate to join our dynamic brokerage team at PGS LTD. As a key member of our team, you will support senior brokers in managing client accounts, executing trades, and building strong client relationships.

Key Responsibilities:
  • Client Support and Relationship Management:
    • Assist senior brokers in managing and maintaining client relationships, ensuring exceptional customer service and satisfaction.
    • Respond to client inquiries, providing timely and accurate information regarding their accounts and transactions, and escalating complex issues to senior brokers as needed.
    • Support the onboarding process for new clients, including collecting required documentation and ensuring compliance with industry regulations and company policies.
  • Trade Execution:
    • Execute trades on behalf of clients under the supervision of senior brokers, ensuring accuracy and adherence to client instructions and company procedures.
    • Monitor market conditions and update senior brokers on relevant news and trends that could impact client portfolios, providing valuable insights and recommendations.
    • Assist in the preparation and execution of trading strategies, including conducting basic research and analysis, and collaborating with senior brokers to develop and implement investment plans.
  • Account Management:
    • Help manage client portfolios, ensuring that all client information is up to date and accurate, and providing regular portfolio reviews and recommendations.
    • Prepare and distribute account statements, transaction reports, and other relevant documentation to clients, ensuring timely and accurate delivery.
    • Track and report on client account performance, identifying opportunities for portfolio adjustments and providing recommendations to senior brokers.
Qualifications:
  • Experience:
    • 1 year of experience in a financial services role, preferably within a brokerage or trading environment, with a strong understanding of financial markets and investment products.
    • Experience in client-facing roles is a plus, with a proven track record of providing exceptional customer service and building strong client relationships.
  • Skills:
    • Strong analytical and problem-solving abilities, with the ability to think critically and make informed decisions.
    • Excellent communication and interpersonal skills, with the ability to work effectively with clients, senior brokers, and other stakeholders.
    • High level of attention to detail and accuracy, with the ability to maintain confidentiality and handle sensitive information.
    • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), with experience with trading platforms and CRM systems being advantageous.
    • Ability to work in a fast-paced environment and manage multiple tasks simultaneously, with a strong work ethic and commitment to delivering high-quality results.
Key Competencies:
  • Eagerness to learn and develop within the financial industry, with a strong desire to grow and advance in your career.
  • Strong analytical and problem-solving abilities, with the ability to think critically and make informed decisions.
  • Client-focused approach with a commitment to delivering exceptional customer service and building strong client relationships.
  • Ethical and professional conduct in all interactions, with a strong sense of integrity and responsibility.
  • Ability to work collaboratively as part of a team, while also being self-motivated and able to work independently.
Benefits:
  • Competitive salary with opportunities for performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with employer match.
  • Professional development and certification reimbursement.
  • Generous paid time off and holidays.