Agency Trader

Job Description Summary

Buy and sell assets and commodities for external clients (such as oil, electricity, shares, bonds, etc.). Build and maintain relationships with external customers, evaluate their portfolios and advise them on buying or selling.

• Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels.
• Coordinate the engagement of own organization with the customer organization to ensure effective two‑way flow of information and resolution of issues.
• Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.
• Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a trading team.
• Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization.
• Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues.
• May also be responsible for supervising activities performed by a financial product development or specialist team.
• Identify and evaluate complex, expertise‑led solutions against a range of criteria to find the ones that best meet business needs.

Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns. Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports. Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.

Bachelor’s Degree (B.A.) or equivalent with a minimum of ten (10) years of financial services experience. OR any equivalent combination of experience, education, and/or training approved by Human Resources.

SIE required provided that an exemption or grandfathering cannot be applied. FINRA Series 7 and Series 55 licenses or the ability to obtain within sixty (60) days.

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance

General Experience – 3 to 6 years. Certifications – Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA).

Less than 25%.

Resident.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.