Provides investment information and financial advice, works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.
Responsibilities;
· Engages in regular research, global financial markets, and general current events.
· Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts.
· Works closely with investment analysts to assess financial information and investment opportunities.
· Presents investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
· Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals.
· Makes decisions about financial and investment opportunities on behalf of clients.
· Meets with an investment team, including analysts and other managers, to stay up to date about market situations and company decisions that may impact one another.
· Takes on high levels of responsibility on behalf of financial institutions, corporate clients, investment organizations, and insurance companies.
· Develops relationships with clients and expands client network in professional and social settings.
· Specializes in a particular field or industry to aspire to achieve expert level knowledge.
Requirements;
· Bachelor’s Degree in Finance or Master’s.
· Degree in Business Administration.
· Verbal and Written Communication Skills.
