Associate, Individual Retail Sales
EFG Hermes
Total des années d'expérience :16 years, 7 Mois
• Handling clients' portfolios and relationships.
• Recommending trade transactions (Buy and Sell).
• Analyzing market trends.
• Analyzing securities' performance (technical analysis).
• Analyzing companies' performance.
• Monitoring Egypt, gulf and international markets.
• Conducting conference calls with investors and company analysts.
• Writing reports and recommendations to clients using financial skills and abilities.
• Increase the number of clients by providing them good service and proper guidance on investments in the stock market.
• Marketing of different investment products (IPO’s, Margin Trading, Intraday, Short Selling, and Arbitrage).
• Trading in different stock markets (EGX, DFM, ADX, and GDR Market).
• Handling High Net-Worth clients' and relationships with portfolios under management of around 50MN USD.
• Writing reports and recommendations to clients using financial skills and abilities.
• Increase the number of clients by providing them good service and proper guidance on investments in different stock markets.
• Monitoring Saudi Market.
• Covering companies listed in Saudi market.
• Writing company overview, Industry overview, Company’s latest development and doing Financial Statement Analysis.
• Writing reports on Saudi companies after every quarter results.
• Maintaining clients' accounts.
• Handling Buy and Sell Orders.
• Monitoring Egypt stock market.
• Reading fundamental and technical reports.
applying for CFA , level 2