CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Manage a portfolio of clients, assist them in equities dealing, products (ELN, Bonds and other related products)
Able to make presentation to clients to update them on the market, companies and industries
Have a good knowledge of fundamental and technical analysis
Managing phone and online trade flows, and attending to clients' portfolio risk.
Inform clients on corporate action and payments
To ensure compliance with the company and industry code of conduct, rules and regulations
Reporting to: · Team Head, Private Clients
Requirements: · A degree in any discipline, preferably with accreditation in the CMFAS examinations (Modules 1A, 5, 6 & 6A ) · Possess the drive to excel, and the tenacity to thrive in a dealing / marketing career · A sharp business acumen and high orientation towards achievement and challenge · Strong interpersonal and communication skills · Preferably with some years of relevant working experience in Securities industry · Ability to manage all pertaining risks