Investment Executive Requirements, Skills & Qualifications

The following common skills and qualifications are required of an Investment Executive:

  • Bachelor's Degree in Finance or Master's Degree in Business Administration, Statistics, Economics, Mathematics, Accounting,
  • X years of relevant experience as an Investment Executive, Financial Advisor or other similar role.
  • Persuasive skills
  • Excellent presentation skills
  • Ability to communicate orally and in writing effectively in English
  • Ability to negotiate deals and basic industry knowledge
  • Must have existing clientele
  • Needs to exhibit exemplary abilities in communication, client relations, strategy, and financial analysis.

Note that this is not an exhaustive list of Investment Executive skill, qualifications and experience. Job requirements for specific Investment Executive roles may vary, depending on the industry and type of employer.

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