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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Head of Stockbroking/Advisory Services |
| Position Code: | 1300 | | Career Level: | 6 |
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Responsible for
Managing the activities of the Stockbroking / Advisory Services department. |
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Reports To
Managing Director, Head of Department. |
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Supervises
Stockbroking / Advisory staff. |
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Main Activities
Directing the activities of staff responsible for providing 'full service' to clients, ranging from relevant market and company information to facilitating the process of trading shares.
Devising, implementing and monitoring the department's short and long-term strategies in-line with organisational objectives.
Maintaining excellent relationships with key clients and potentially providing advice regarding stocks, bonds, market conditions and the history and prospects of organisations either by phone, email, direct contact or review letter.
Maintaining sound knowledge on market conditions, specific investment instruments and the economy by interpreting information such as Analyst's reports, securities reports and financial periodicals.
Promoting the organisation's full range of products to clients.
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Key Skills
Strong management and leadership abilities.
Advanced communication and presentation skills.
Strong knowledge of relevant financial products and industry trends.
Solid PC skills.
Self motivated, flexible and a team player.
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Internal Contacts
Analysts, Treasurer. |
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External Contacts
Clients, Government Organisations. |
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Typical Experience
10+ years industry experience in areas such Broking, Funds Management and Investment Banking, coupled with relevant tertiary qualifications - AQF Diploma or higher. |
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Other Comments
Alternative Titles: Private Client Advisers, Investment Managers, Wealth Managers. |
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