Equity Sales Trader
Solicit clients to open equity trading accounts with USI; build on existing and develop new relationships with USI clients, providing advice on equity market developments and key issues that may affect their trading strategies.
Coordinate the completion of Customer Account Information Forms and submit the required supporting documents.
Execute buy and sell orders accurately and quickly for clients while managing market risks like slippage and price impact.
Monitor market trends, economic news, and sector developments to advise clients effectively
Adhere strictly to internal risk limits and external market regulations.
Partner with equity research analysts, internal traders, and sales teams to pitch relevant investment strategies.
Coordinate with settlements and accounting
Attend stockholders’ meetings, company briefings, sales and marketing events and present to clients, if necessary, regarding the importance of investing in the stock market.
Other tasks that may be assigned from time to time that will support organizational goals and objectives.
Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field.
Has stock market trading experience of at least 2 years and knows how to execute orders. Direct experience in equity sales, trading, or a relevant capital markets role.
Proficiency in trading platforms, electronic execution tools, and financial data systems (e.g., Bloomberg terminal).
Exceptional verbal, written, and negotiation skills to convey urgent information under high pressure.
Willingness to spend time travelling and socialising with clients
Passed the SEC Salesman License
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
Strong analytical and planning skills;