Financial Advisors
Gowide Marketing Consultancy
مجموع سنوات الخبرة :25 years, 11 أشهر
• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.
• Respond to prospective customer queries about financial planning.
• Assist in the development plans for the company.
• Offer subject matter expertise to fellow Financial Advisors.
• Maintain awareness of latest legislative changes that may affect financial plan.
• Official of the Marketing Banks,
• Official of the Company Branch in Egypt,
• Broker licensed in the Egyptian Capital Market,
• Selling and purchasing the financial products in the market and investments to support demand of selling
or purchasing of the financial products by customers.
• Monitoring the demand of purchasing or selling of the financial products by customers.
• Work with the clients to ensure that they have the medium optimal communication,
• Understand what service they require such as emails or SMS as examples.
• Understand the VIP framework of deciding which clients should be offered VIP status.
• Reporting the management on the net position of financial products and underlying investments.
Business Coordinator:
Researching and understanding changes in regulation.
Trading Manager:
The regulations and the laws of the UAE Securities and Commodities Authority the "Trading Manager" have a stock broker license and decades of experience.
Make sure that all trades are done under the firm to ensure that the traders are adapting well to a constantly changing market
Put design for the trading strategy to fit the company's investors and implementing it by informing all traders under the firm or business about what the strategy entails.
Help coaching junior traders on my strategy as well as to explain the strategy to investors.
Report an illegal activity to the Securities and Exchange Commission.
Be warned in a versatile trading philosophy to succeed in the constantly changing stock market.
A program that generally prepares individuals to plan, organize, direct, and control the functions and processes of a firm or organization. Includes instruction in management theory, human resources management and behavior, accounting and other quantitative methods, purchasing and logistics, organization and production, marketing, and business decision-making.