Purpose:
Responsible for monitoring the financial and asset position of the margin clients and the firm’s margin portfolios in the GCC countries and OLT.
Responsibilities:
- Conduct margin calls with clients who exceed the acceptable margin percentage.
- Calculate client’s margin interest and compare it to the commissions generated on a monthly basis and sent monthly report to accounts in each country to change/waive margin.
- Responsible for the credit assessment & Suitability report for GCC countries and OLT.
- Produce requested reports for the local regulator and exchange and send markets weekly and monthly reports.
- Assist his/her manager in:
- approving OLT products on Saxo tools.
- approving the new structure products for trading.
- creating and updating margin securities lists in GCC countries.
- Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of the role.
- Ensure timely completion of all relevant AML/CTF training provided by the Group.
- Ensure response to AML, CTF & sanctions inquiries in a timely manner.
Job Requirement
- Bachelor’s degree in business administration, Finance, Economics or other related disciplines.
- 2 - 4 years’ experience in a similar role.
- Proficient in Microsoft Word and Excel.
- Can multitask and prioritize assignments and requests.
- Good command of the Arabic and English.
- Good communication skills (written, verbal and listening).
- Able to build partnerships and work well in teams.
- Detail oriented; works with a high degree of accuracy.
- Can identify problems and refer/escalate complex issues to a higher level.
- Ensure deliverable are always of a high quality.
- Able to work independently and under pressure, while maintaining attention to detail.
"Thank you for your interest in applying to EFG Holding. 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".
