What is the primary responsibility of an Investment Representative (IR)?

What is the primary responsibility of an Investment Representative (IR)?

• A. To provide detailed investment advice to clients
• B. To process client orders for execution
• C. To manage investment portfolios
• D. To conduct market analysis

Answer: (B)

The primary responsibility of an Investment Representative (IR) revolves around processing client orders for execution. This role places significant emphasis on facilitating transactions, ensuring that client buy and sell orders are executed efficiently and in accordance with market conditions. The IR acts as a direct link between clients and the financial markets, ensuring that their investment decisions are acted upon promptly.

While providing detailed investment advice and managing portfolios are important functions in the field of investment, they typically fall under the purview of investment advisors or portfolio managers. Conducting market analysis, although essential for making informed decisions, is often a shared responsibility among different roles in an investment firm, rather than the primary focus of an IR. Thus, the IR's core duty lies in executing trades and processing client orders accurately and effectively.