Engage registered clients, strengthen relationships, identify upselling and cross-selling opportunities, negotiate terms, close sales, and monitor market and competitor trends to increase profitability. The role emphasizes proactive communication, client service, sales performance, and achievement of revenue goals through financial products and online trading services.

Creates, edits, and adapts finance-related content for websites, marketing campaigns, and social media. Responsibilities include researching economic and market topics, translating complex information into accessible language, collaborating with creative stakeholders, proofreading, maintaining brand consistency, incorporating feedback, and managing multiple deadlines.