Job Description
Investment Advisor Job Description:
We are seeking a financial ace with excellent interpersonal skills for the role of an investment advisor. The investment advisor will be responsible to identify investors and to understand their investment goals, consistently monitoring investment markets and investors portfolios, and investment strategies for the company.
Investment Advisor Responsibilities:
- Identifying Investors
- Prepare Investment Pitch Deck for the investors (Re-Draft the existing one)
- Identify online investment portals and invite bids for investments
- Define and Design investment strategies
- Present to the Investor
- Explain the Plan, Valuation and Growth to the Investor
- Should be able to guide the company with clear financial plans
- Plan the timeline and fund series