- Be the primary contact for both existing and potential highnetworth clients answering their questions about brokerage products and services and providing tailored solutions.
- Oversee and manage client acquisition channels ensuring timely and comprehensive responses to prospective clients inquiries.
- Lead the creation management and monitoring of client goaloriented portfolios ensuring that information is collected and provided to clients accurately and comprehensively.
- Supervise the account opening process for new and existing clients ensuring that all documentation complies with regulatory and internal procedures.
- Communicate critical updates from TBC Capital to clients including dividend payouts coupon payments changes in terms of securities and updates on brokerage regulations.
- Execute and oversee complex trade orders on behalf of clients ensuring accuracy timeliness and compliance with client mandates.
- Lead debt issuance processes including initial bookbuilding coordination of client documentation and communication of coupon settlements with issuers and investors.
- Take an active role in developing and improving brokerage products and services generating ideas for process improvements and new product development.
- Recommend and implement changes and enhancements for departmental and process improvements.
- Oversee the preparation of presentation materials and deliverables for current and prospective investors as well as other stakeholders.
- Ensure compliance with antimoney laundering procedures and other regulatory requirements.
- Participate in and lead new product launches from idea generation to registration selling and execution of investment strategies
Qualifications :
- Strong interest in the securities market with solid quantitative and analytical skills.
- Strong understanding of digital financial tools and platforms.
- Familiarity with data analysis and the ability to derive insights for client benefit.
- Minimum of 3 years of working experience in a reputable commercial and/or investment bank advisory and/or private equity firm.
- Knowledge of the Law of Georgia on the Securities Market and the Law of Georgia on Collective Investment Undertakings is an advantage.
- Experience in trading is a plus.
- High levels of ethics integrity and judgment.
- Comfortable interacting with senior clients in a professional setting.
- Intellectual curiosity and a proactive detailoriented approach.
- Exceptional written and verbal communication skills.
- Demonstrated ability to be a selfstarter working independently and in small teams.
- Good command of English and Russian languages.
- BBA degree CFA will be a significant advantage.
Additional Information :
To apply please submit your CV to We carefully review each application considering how you can bring value to our company and how we can contribute to your career path. Stay tuned for more exciting opportunities as doors of possibilities open at every corner!
TBC processes the personal data of the candidate in order to determine the suitability of the candidate for the vacancy in accordance with the requirements of the Law of Georgia on Personal Data Protection. Information about the candidate may also be processed to determine the suitability of the candidate for future vacancies. Information about the candidate is stored for a maximum of 3 years. In case you do not want further data processing want to change or delete data please follow the link and contact us through the communication channels located at the same link: Privacy policy TBC Bank
TBC shares its information with companies included in the TBC Bank Group PLC. Subsidiary companies also ensure personal data processing in accordance with the law. If you do not wish to share your data with TBC Group companies please contact us at the same link: Privacy policy TBC Bank
TBC conducts the selection process of candidates in compliance with the requirements of the Law on the Elimination of All Forms of Discrimination and the principles of equal treatment of persons and eliminates discrimination against persons on any grounds.
If you see signs of discriminatory treatment contact us:*1998;
We will contact you only those who will pass the first stage of selection and will be granted candidate status.
Remote Work :
No
Employment Type :
Fulltime