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,
Develops relationships with clients and expands client network in professional and social settings,
Specializes in a particular investment field or industry to aspire to achieve expert level knowledge.