investment adviser (EN)
ISCO 2412 · v1.2.1
Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- investment executive
- investment advisor
- corporate investment adviser
- investing director
- RIA
- investment consultant
- financial and investment adviser
- investment manager
Skills and knowledge
Essential (EN) · 23
- financial products
- explain financial jargon
- analyse market financial trends
- funding methods
- banking activities
- assess risks of clients' assets
- review investment portfolios
- advise on investment
- synthesise financial information
- interpret financial statements
- provide support in financial calculation
- obtain financial information
- securities
- advise on financial matters
- financial markets
- asset management
- monitor stock market
- stock market
- modern portfolio theory
- provide financial product information
- assess financial viability
- analyse financial risk
- monitor bond market
Optional (EN) · 25
- apply credit risk policy
- perform stock valuation
- sustainable finance
- develop investment portfolio
- business valuation techniques
- create a financial plan
- analyse business plans
- communicate with banking professionals
- identify customer's needs
- examine credit ratings
- prospect new customers
- impact investing
- green bonds
- analyse financial performance of a company
- promote financial products
- manage contracts
- social bonds
- fundamental analysis
- principles of insurance
- perform clerical duties
- ensure proper document management
- consult credit score
- build business relationships
- credit control processes
- types of insurance
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