- Liaising with clients and their representatives to explore their investment preferences and appetite for risk
- Meeting with investment analysts and company managers to discuss clients needs
- Carrying out rigorous research
- Reading financial briefings (often written by investment analysts)
- Keeping knowledge up-to-date, current financial news and financial markets
- Assessing and interpreting complicated financial information.
- Communicating financial information accurately and simply to those without a background in this area.
- Keeping detailed records and reports.
Didn’t find the job appropriate? Report this Job