researching organizations and companies to determine their market conditions, financial status, and competitors' activities. discussing with clients to learn their financial objectives. recommending investment products to clients according to their finances, needs, and risk tolerance levels.An investment broker, also known as a stockbroker or securities broker, is a licensed professional or institution who conducts investment transactions on behalf of a client. Specifically, they can help you make informed decisions about investments such as stocks, bonds, mutual funds and other financial products.
provide advice on investments and make recommendations. regularly update your clients on the state of their portfolio and new investment opportunities. proactively look for clients, sell your services and manage those relationships. You'll do this through a combination of networking and cold calling
Mathematical Skills
Negotiation skills
Analytical skills
Communication
Managing client portfolios
Decision-making
Ability to work under pressure
Knowledge of the stock market

Keyskills: client negotiation decision-making analytical communication mathematical