• Solicits clients to open equities 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.
• Coordinates the proper filling up of Customer Account Information Forms and submits the necessary accompanying documents;
• Receives, executes, and confirms all client orders and instructions;
• Fills up necessary order slip as a requirement in receiving orders;
• Coordinates with settlements, accounting, research any client requests or instructions, and vice-versa’
• Attends to client's concerns and complaints;
• Updates clients with their positions and follows up to operations their monthly ledgers;
• Gives research materials to clients;
• Maintains good relations and networks with other brokers;
• Attends stockholders’ meetings, company briefings, sales and marketing events and presents to clients, if necessary, regarding the importance of investing in the stock market.
• Other tasks that may be assigned from to time that will support organizational goals and objectives.
  
  

• Has stock market trading experience, at least 1 year, and knows how to execute orders.
• Willingness to spend time traveling and socializing with clients
• Experience within the equity trading markets.
• Passed the SEC Salesman License
• Strong communication skills, ability to foster relationships
• Demonstrated ability to perform under pressure in a fast-paced environment

Please refer to job description.