Sales and Trading Associate

• Managing the full sales cycle process
• Mentoring team members , supporting junior team members and sharing knowledge and expertise with them
• Providing existing and prospective clients with information about brokerage products and services while ensuring effective communication
• Responding comprehensively to inquiries from new clients and providing relevant consultation
• Creating, managing, and monitoring client-oriented investment portfolios; providing clients with timely portfolio-related information
• Supervising the account opening process for new and existing clients; collecting account-related information and ensuring compliance with regulations
• Developing and maintaining long-term relationships with clients, identifying their investment needs, and offering suitable products
• Receiving trading orders on behalf of clients and ensuring their timely execution
• Managing the bond issuance process, including communication of required documents and information with clients, and coordination of client documentation with the middle office
• Developing recommendations for improving departmental processes and participating in the implementation of relevant changes
• Preparing presentations and informational materials for existing and potential investors (Investment Office related activities)
• Ensuring compliance with Anti-Money Laundering (AML) regulations and other regulatory requirements
• Participating in the development process of investment products, from idea generation and registration to sales and implementation of the investment strategy
• Monitoring financial market trends and identifying relevant investment opportunities for clients
• Coordinating with internal teams to ensure the efficient execution of client transactions
• Supporting the department’s business development efforts by identifying new investment opportunities and potential clients

• Strong interest in the securities market with solid quantitative and analytical skills.
• Strong understanding of digital financial tools and platforms.
• Familiarity with data analysis and the ability to derive insights for client benefit.
• Minimum of 3 years of working experience in a reputable commercial and/or investment bank, advisory, and/or private equity firm.
• Knowledge of the Law of Georgia on the Securities Market and the Law of Georgia on Collective Investment Undertakings is an advantage.
• Experience in trading is a plus.
• High levels of ethics, integrity, and judgment.
• Comfortable interacting with senior clients in a professional setting.
• Intellectual curiosity and a proactive, detail-oriented approach.
• Exceptional written and verbal communication skills.
• Demonstrated ability to be a self-starter, working independently and in small teams.
• Good command of English and Russian languages.
• BBA degree, CFA will be a significant advantage.

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