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Below we've compiled a list of the most important skills for an investment counselor. We ranked the top skills based on the percentage of investment counselor resumes they appeared on. For example, 10.8% of investment counselor resumes contained client service as a skill. Let's find out what skills an investment counselor actually needs in order to be successful in the workplace.

Client Service

1. Provide client services in analysis of portfolios, maximization of attaining client financial goals and servicing accounts.
2. Manage multiple internal teams to ensure the execution of elite client service
3. Managed national business development and client service for high net-worth and institutional client assets.
4. Provided leadership and management of support staff of 2 client service/investment officers and 1 quantitative analyst.

New Clients

New clients are identified as a person or entity that has not yet availed of the goods or services of your company. A person who is not an existing client of your company falls under the definition of a new client. A company survives and thrives because of new clients, and there are several jobs designated in a company to find new clients. Marketing or advertisement may be the best ways to target and influence new clients to the company.

Capital Markets

Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.

High NET

1. Analyzed high net worth client investment portfolios and provided asset allocation recommendations to balance risk and long-term performance.
2. Managed a roster of 175 high net worth individuals, a total of approximately $150 million in assets under management.
3. Managed a $100 million book: working with high net worth clients, providing elite service.
4. Acquired 3 high net worth client referrals every quarter from existing high net worth clients.

Financial Goals

Financial goals are the targets that you hope to achieve, which eventually end up saving you money. These goals can also be detailed ways about how you would spend your money and try to save money from cutting off unnecessary expenses.