PCG Dealing

This PCG Dealing position focuses on active management of clients, identifying their risk tolerance, and providing investment options. Responsibilities include market analysis, client updates, revenue optimization, and client acquisition. It requires proactive client outreach and a strong focus on growth.

Requirements

• Active management of clients
• Identifying customer needs and assessing risk appetite
• Providing investment options
• Regular market updates
• Client Meetings
• New client acquisition
• Financial Risk Management
• Strong communication and presentation skills
• Proactive, target oriented, and networking skills