Requirements and responsibilities
Key responsibilities:
Obtain the relevant professional qualification certificate by completing the accreditation process in accordance with applicable legislation, if required;
Accept client orders within the scope of assigned authority, provided the relevant professional qualification certificate is held;
Ensure that clients are kept informed;
Prepare reports on clients’ assets and the investment services (transactions) they have received or carried out;
Submit relevant reports and proposals to management;
Answer incoming client calls and assist in investigating and resolving client issues;
Develop proposals to improve the quality of client service and submit them to the line manager for review;
Prepare analytical reports on clients;
Adhere to the Company’s operating principles, attendance requirements and workplace discipline;
Participate in the development and implementation of new products and services;
Perform duties in accordance with the applicable internal regulations, procedures and policies of the Company, while acting within the scope of assigned responsibilities and authority;
Assist in responding to client inquiries within the scope of assigned authority;
Participate in working groups related to the area of responsibility;
Carry out other tasks assigned by the line manager.
Requirements:
A university degree in Economics;
At least 1 year of experience in the relevant field;
Hold the regulatory certificate or qualification required for the role;
Knowledge of the Company’s full range of products and services;
Knowledge of the fundamentals of investment activities and economic theory;
Strong negotiation skills and experience in resolving problematic situations;
Knowledge of corporate conduct standards;
Knowledge of internal company procedures and directives issued by the regulatory authority;
Basic computer skills, including proficiency in Windows, MS Office (Excel, Word and Outlook), and internet use;
Fluency in Azerbaijani;
Intermediate English and basic Russian language skills;
Ability to communicate effectively and work well within a team.