Investment Banker Introduction Letter Template

The introduction letter of a candidate relates to his professional experience if he had any and his qualification. It will help the colleagues and seniors of the organization to get a better idea of the candidate.

This letter sample is a brief summary of the person in the post of an investment banker. You can refer to this letter sample to write down the experience period and type of performance he had given in the specific companies.

Letter Template: 1

[Mention the name of the Sender]

[Mention the name of the Company of the Sender]


[Zip Code]


Phone Number:



(Mention the recipient’ name)

(Mention the Job Title)

(Mention Organization’ name)

Subject: A Letter of Introduction of Investment Banker

Hello [mention the name of the candidate],

Hope that you are doing well in your job. This letter is to introduce you to [mention the full name] who have been hired in the post of Investment Banker.

[Mention the full name] has been working in this financial sector for [mention the number of years/months] in this particular position. He/she holds a [mention the degree] with immense skills in managing the finances of investors.

He/she is extremely hardworking, efficient, and has the extraordinary caliber to communicate with the people He/she even knows to facilitate information about the various investment services and financial products applicable for all types of portfolios. 

He/she will be working under your team from the date effective from [ mention month date yyyy]. You will be responsible for monitoring his/her regular performance. It is quite true that he/she is an experienced person in this field of Investment banking.

But the need may arise to train him/her about how to identify the potential clients and close the deal. He/she will be assisting you in the process of risk management of this organization and also the potential clients.

You need to explain a little more about the risk management process to [mention the full name of the investment banker] about the returns that the client can achieve by investing capital in specific asset classes.

At any point in time, if you do not find his/her performance satisfactory then you can discuss the matter in one to one meeting or any way as you please.  

Right now, if in case you feel anything relevant discuss with him/her related to his job role, work culture, or any area of the management then you can mail him/her on his/her [ mention the email id] or you can reach out to him/her at his/her [ mention the contact no.] 

We hope to see both of you working together with team spirit and fulfilling the needed targets. We wish success for both of you.

Good luck ahead!  

Thanking You,

Yours Sincerely,

[Mention the name of the sender].


Company’s Name,

Office Contact No.:

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