financial broker (EN)
ISCO 3311 · v1.2.1
Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- financial services adviser
- finance adviser
- financial services manager
- financial services broker
- broker
- finance broker
Skills and knowledge
Essential (EN) · 16
- financial products
- protect client interests
- analyse market financial trends
- create a financial plan
- synthesise financial information
- obtain financial information
- securities
- advise on financial matters
- manage financial risk
- economics
- apply technical communication skills
- trade securities
- actuarial science
- financial jurisdiction
- provide financial product information
- maintain financial records
Optional (EN) · 14
- trace financial transactions
- communicate with customers
- optimise financial performance
- banking activities
- provide cost benefit analysis reports
- review investment portfolios
- maintain records of financial transactions
- communicate with banking professionals
- provide support in financial calculation
- conduct financial audits
- operate financial instruments
- modern portfolio theory
- handle financial disputes
- handle financial transactions
Explore a country and horizon
Missing research stays explicit. A catalog page is not a risk forecast.
Copy the exact data reference for a manual error report. Personal constraints are excluded.