New

INVESTMENT EXECUTIVE

Anonymous Employer

Job Summary

Provide investment information and financial advice; works with corporate and individual clients to invest with the company; and maintains knowledge of a wide range of investment and financial products.

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 2 years

Job Description

Duties
• Ability to meet the company targeted investment inflow 
• Ability to carry the investment team along and ensuring the set target for monthly inflow are met. 
• Maintains current knowledge about financial products available to corporate and individual clients 
• Works closely with investment officers 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 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 

REQUIRED SKILLS /ABILITIES 
▪ Bachelor’s degree from an accredited institution in business administration, economics, finance or related field 
▪ Highly developed analytical and problem-solving skills 
▪ Target oriented 
▪ Strong entrepreneurial and client-minded focus 
▪ Excellent written and verbal communication skills, as well as the ability to draft engaging and impactful messages for Clients 
▪ Excellent negotiation skills to manage prospective investors 
▪ High degree of honesty and integrity. 
▪ Strong work ethic. 
▪ A proven track record of successful investment. 
▪ Superior understanding of how to find structure and close profitable investments. 
▪ Knowledge of all type of fund investments and multiple market knowledge. 
▪ Demonstrated ability to effectively delegate and to manage. 
▪ Ability to develop and maintain professional relationships. 
▪ Strong organizational and planning skills. 
▪ Proven leadership abilities 
▪ Outgoing, business-like personality 

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