Investment Specialist
Job Description
Portfolio Management, Risk Assessment, Investment Strategy, Market Research, Asset Allocation, Financial Planning,
Explain (over the phone) the various types of investment product features and financial services
to potential clients.
Deliver personalized investment solutions to help clients work toward their short term, medium
term and long-term financial goals
Develop and deepen client relationships.
Educate clients and answer questions about investment options and potential risks.
Recommend investments to clients or select investments on their behalf.
Help clients plan for specific circumstances, such as education expenses, tax planning or
retirement planning.
If needed, Meeting with clients to understand their needs and demands.
Preparing financial plans with a mix of short and long term investments.
Providing periodic updates on the performance of investment portfolios.
Monitor clients accounts and determine if changes are needed to improve account performance or
to accommodate life changes.