• 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