Senior Analyst / Account Manager - Brokerage

About the role

Galt & Taggart is an investment bank licensed by the National Bank of Georgia, offering brokerage, investment banking and research services. This vacancy is in the Brokerage Department, where the main objective is to manage relationships with existing clients by supporting account-related inquiries, handling trading instructions and ensuring accurate transaction execution. The role also involves assessing each client's investment profile, offering tailored investment solutions and promoting client engagement.

Key responsibilities

• Communicate with clients by email, phone and in-person meetings
• Support front office operational tasks and daily processes
• Advise clients on investment products and trading platforms
• Process and execute client trade and transaction requests
• Contribute to sales growth through cross-selling and prepare investment proposals
• Ensure compliance with relevant legal and regulatory requirements
• Prepare internal reports and maintain necessary documentation

Required profile

• Bachelor's degree in finance, economics or a related field
• At least one year of professional experience in client relationship management
• Solid knowledge of finance and understanding of investment products
• Familiarity with various asset classes
• Fluent English; knowledge of another language is an advantage

Required skills

• Proficiency in Microsoft Office
• Strong communication skills and ability to manage client relationships
• Detail- and deadline-oriented, team player, quick learner