Innovest Properties
Investment Promotion Manager will promote the company’s investment and provide information and investment advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.
Minimum Education Level :
• Bachelor’s degree in Finance, Economics, Business or relevant field.
• Master’s Degree in Business Administration is preferable.
Minimum Experience Level: A minimum of ten years’ proven experience in an investment service leadership position. Or five years after the master degree.
Duties/Responsibilities:
• Engages in regular research and reading to stay apprised about the real state economy, residential and commercial markets, and general current events.
• Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts.
• Works closely with finance department to assess financial information and investment opportunities.
• Presents investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
• Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals.
• Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another.
• Develops relationships with clients and expands client network in professional and social settings.
Required Skills/Abilities:
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Proficient with Microsoft Office Suite or related software.
• Proficient with investment platforms.