Investment Brokers

Roles & Responsibilities

Job Summary

Facilitate investment transactions and provide guidance on investment opportunities

Key Responsibilities

1. Client Acquisition : Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.

2. Investment Advice : Provide investment advice, recommending suitable financial products.

3. Portfolio Management : Assist clients in managing their investment portfolios and monitoring performance.

4. Market Research : Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.

5. Compliance : Ensure adherence to regulatory requirements, industry standards, and company policies.

Tell employers what skills you have

Wealth Management

Investments

Relationship Management

Financial Markets

Investment Management

Portfolio Management

Financial Modelling

Financial Advisory

Regulatory Requirements

Financial Services