Investment Executive Responsibilities and Duties

Plan and perform group and individual training sessions with investment banking employees.

Develop and handle client meetings to review current accounts and close sales with licensed bankers.

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 seminars.

Introduce and prioritize client needs on estate planning, deposits and loans.

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