Job Information
Job Description
Job Summary:
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 and reading to stay apprised about the state of the UK 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 organisations, and insurance companies
- Develops relationships with clients and expands client network in professional and social settings
- Specialises in a particular field or industry to aspire to achieve expert level knowledge
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