Responsibilities
1.Guide clients through the different processes in their relationship with the firm: opening of account, daily servicing and guidance on products.
2.Execute clients’ buy and sell orders.
3.Follow-up on pending orders to confirm executed deals and confirm all executed trades to the clients.
4.Update client records and documentation.
5.Ensure that trading activities comply with the market’s regulations and the firm's policies and procedures.
6.Stay up-to-date with:
a.the firm’s fundamental and technical analysis reports as well as daily markets news and conduct market screening, picks, (top down/bottom up approach) to ensure proper fulfilment of clients’ inquiries regarding market updates and changing dynamics of the region.
b.EFSA and Corporate Actions rules and regulations.
7.Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of your role.
8.Ensure timely completion of all relevant AML/CTF training provided by the Group.
9.Ensure response to AML, CTF & sanctions inquiries in a timely manner.
“Thank you for your interest in applying to EFG Hermes. Due to the high volume of applications/interest, please note that we are only able to respond directly to applicants that are shortlisted for interviews.”
