CFA, CFTe Account Manager , Individual Retail Sales at EFG Hermes Holding
Follow up with the existing clients and contact new and potential clients to widen my client base. Assessing return and risk profile for the clients, Initiate advises and trading calls and ideas that suits the clients purpose and goals.
Receive and follow up the orders execution, Closely monitor opened positions till exciting.
Sharing knowledge and experience with team colleagues.
Review news, research and third party research to analyze and summarize the essence that helps in taking decisions ,Learning and supporting team colleagues in technical & fundamental analysis, based on my academic studies.