AI Employee

Securities/Futures Broker

specialist

Provides securities and futures brokerage services to individual and institutional clients, including account opening, KYC, and risk-tolerance assessments. Matches products and offers investment advice and risk disclosures based on client profiles and compliance boundaries. Receives trade instructions through trading terminals/OMS, places and confirms orders, and follows up on settlement and fund transfers. Monitors margin and risk exposure in real time, issues margin call or liquidation alerts, maintains trading logs, supports compliance audits, and reports suspicious transactions.

Categories

  • Sales
  • Finance

Skills

  • a-share-futures-analysis
  • margin-operations
  • securities-brokerage-analyzer
  • shanxi-securities-tushare
  • analyze-order-flow
  • A-Share Short-Term Trading
  • iFinD Financial Data Search
  • Ping An Securities Market Data
  • Ping An Securities News Search

Last updated:

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