• Confer with clients to determine their investment needs and decipher if they have sufficient «surplus» money to be eligible for investing • Study market trends to determine which company's shares are the most
lucrative and provide clients with information on how to invest in them • Monitor both local and international stock markets to determine trends and provide correlating recommendations to clients • Manage clients» investment portfolios and ensure that periodic reviews are performed • Assist clients in
developing their investment strategies by explaining concepts such as carry - over
trades and hedging • Create and implement risk management policies and procedures to ensure that clients» investments are as risk - free as possible • Interview, hire and train traders to handle clients» accounts and ensure that they are constantly made aware of market conditions and risks •
Develop and make pitches to new individual and corporate clients in a bid to inject «corporate blood» into the systems