Job Description

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. • Engages in regular research and reading to stay apprised about the state of the economy, 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