Will be responsible for investing in the stock market and obtaining the necessary financing appropriate to the company's policy. May also work with other financial professionals, such as analysts, to research and plan investment portfolios for clients. They advise clients on a range of investment strategies, such as stocks and bonds, retail or mutual funds, pension funds, real estate and stocks, that will maximize financial returns.
Financial and investment management may work across a range of areas such as industries and the property sector.
Responsibilities:
- Speaking with potential clients to determine their financial situation and goals
- Developing financial plans and investment strategies for the company
- Monitor investment performance and review and revise investment plans based on company needs and changes in the markets
- Recommending and providing insurance coverage for the company
- Buy and sell stocks and bonds to clients
- Setting financial goals and implementing strategies to achieve client goals
- May refer the company to other organizations for services outlined in the financial plans
Skills
- Financial analysis
- Investment management
- Strategic planning
- Risk management
- Budgeting and forecasting