Investment Counselor Responsibilities and Duties

Posted in Job Responsibilities

Ensure profitable securities level meet requirements of qualified clients and income needs of bank.

Improve branch system created sales and better historical results through sales effort concentration.

Identify customer needs and execute market transactions on time.

Record inquiries and ensure completion and policy adherence of customer files.

Handle investment product educational workshops for customers and bank personnel.

Draft and update regional business plans annually.

Participate in cold calling, trade shows and face-to-face networking to develop client base.

Gather current financial holdings to evaluate clients’ financial goals and investment tolerance.

Suggest to clients on DLA financial products meeting financial objectives.

Engage in in-house training sessions periodically.

Communicate portfolio updates and marketing strategy to clients.

Liaise between company’s investment decision-making management and affluent clients.

Educate on advanced capital markets through training and mentoring.

Maintain relationships to sell real estate investments by interfacing with investors.

Understand real estate investment properties by researching on industry trends.

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