â˘ Administering and evaluating clients' investment holdings
â˘ Marketing themselves to potential clients.
â˘ Their role is to manage and look after their clientsâ investments. It requires high levels of responsibility, long hours of work and high levels of stress are common.
They do this by offering three types of service:
1. advisory, which is offering advice on which investments to make
2. execution only, which is buying or selling at the clientâs request upon the Gold Trader approval.
3. discretionary, which is being given control over all investments and making decisions on the clientâs behalf
â˘ Gathering, analyzing and interpreting complicated numerical information
â˘ Assessing and predicting financial risks and returns
â˘ Negotiating and structuring financial details
â˘ Providing investment advice, tactics and recommendations
â˘ Devising âhedging strategies'
â˘ Familiar with high level of risk management to protect the capital amount
â˘ Very good interpersonal, negotiation, verbal and written communication skills
â˘ Have Analytical ability, Numeracy skills, discretion and attention to detail
Ability to prioritize, manage time and work under pressure. Willingness to work long and unsocial hours.