Investment Specialist

Job Summary

It is the responsibility of the Investment Specialist to develop a database of prospective investors and turn these prospects into client investors in mutual funds.

Duties and Responsibilities

Developing a Prospective Investors Grid and ensure that there is a steady and continuous flow of new prospects.
Working on these prospective investors and turning them into client investors within a defined timeframe.
Generating new investments for the Company.
Providing the best service to client investors.