Investment Banker Job Description

This Investment Banker job description template has all you need and can easily be customized. 

Job Descriptions


Investment Banker:

We are looking for a personable professional to fill our Investment Banker position. In this role, you would be the go-to person for our clients as they attempt to raise capital for their businesses. Your role will be one of an advisor, as our clients will look to you as a knowledgeable professional that can help them grow their business. We pride ourselves on giving valuable advice and creating great relationships with our clients. To be successful, you will need to be professional and provide clients with the best experience possible.

Investment Banker Responsibilties:

This position reports to the Branch Manager. Responsibilities may include the following:

  • Providing advice to clients about raising capital
  • Identifying risks in client investment plans
  • Providing information about mergers and acquisitions
  • Creating trusting relationships with our clients
  • Additional tasks as required

Investment Banker Qualifications:

  • Post-secondary education focusing on Finance and/or Accounting
  • 3+ years of relevant experience
  • Professional business knowledge
  • Willingness to learn
  • Strong communication skills

Investment Banker Core Skills:

  • Teamwork
  • Business knowledge
  • Professionalism
  • Communication

 

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