1. Engage with clients to understand their trading needs and assist in account setup for stock market trading
2. Collect required documents, verify compliance, and facilitate the opening of trading accounts adhering to regulatory standard
3. Provide guidance and resources to clients on navigating trading platforms, executing trades, and understanding market trends
4. Aid clients in executing trades, understanding order types, and utilizing trading tools within the platform
5. Address client concerns, troubleshoot trading-related problems, and ensure a seamless trading experience
6. Assist in conducting market research, analyzing stock trends, and providing insights for informed trading decisions
7. Work with the trading team to streamline processes, improve trading platforms, and enhance client satisfaction
8. Maintain accurate records of trading activities, transactions, and client interactions for compliance purposes
9. Gather feedback from clients regarding their trading experiences and suggest improvements to optimize trading services
10. Stay updated on market trends, trading strategies, and new tools to enhance trading support for clients
1. are available for the work from home job/internship
2. can start the work from home job/internship between 14th Apr'24 and 19th May'24
3. are available for duration of 1 month
4. have relevant skills and interests
Perks
Certificate Letter of recommendation
Number of openings
19
About One's Own Financer
We, as a leading finance and stock market analysis firm, were established in 2020. We specialize in equity research, and portfolio management, offering tailored financial solutions to our diverse client base of over 250 individuals and businesses. With a team of seasoned financial experts and market analysts, we provide valuable insights and recommendations to empower our clients in making informed investment decisions.
Our personalized portfolio management services cater to individual risk tolerance, financial goals, and time horizons, ensuring optimal asset allocation for maximum returns and minimized risks. Our comprehensive financial planning covers areas such as retirement planning, tax optimization, and estate planning, paving the way to financial freedom and prosperity. We prioritize trust, transparency, and professionalism, enduring relationships with our clients.
