Stockbroker
Stockbrokers manage their clients' investments by trading stocks, shares and other financial products to get the best return.
Day-to-day Tasks
- research financial markets and the latest trading figures
- work closely with investment analysts
- generate new business and develop close relationships with clients
- manage and review client portfolios
- give advice on risks
- instruct stock market traders, to achieve the best market prices
- meet profit, new business and retention targets
- keep up to date with tax and financial legislation
Skills and Knowledge
- excellent verbal communication skills
- maths knowledge
- analytical thinking skills
- knowledge of economics and accounting
- the ability to use your judgement and make decisions
- customer service skills
- the ability to use your initiative
- persistence and determination
- to be able to use a computer and the main software packages confidently
Industry Qualifications
You can find out more about careers and training in stockbroking from the Chartered Institute for Securities & Investment and the Chartered Financial Analysts Society UK.