Investment Executive Responsibilities and Duties
Plan and perform group and individual training sessions with investment Associates employees.
Develop and handle client meetings to review current accounts and close sales.
Work on client’s investment needs and problems and delegate tasks daily.
Maintain relationships and develop referrals from current client base post-appointment.
Manage self and team sales planning to foster sales and attain financial results.
Manage financial products knowledge through coursework, periodicals and self-study.
Draft internal reports for tracking sales.
Foster team communication to ensure investment related accountabilities completion daily.
Handle external and internal trainings.
Introduce and prioritize client needs on estate planning, investment and estate property sales.