mutual fund broker (EN)
ISCO 3311 · v1.2.1
Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- mutual fund sales agent
- mutual fund salesman
- mutual fund dealer
- mutual fund manager
- mutual fund sales representative
Skills and knowledge
Essential (EN) · 17
- financial products
- analyse market financial trends
- develop investment portfolio
- review investment portfolios
- analyse economic trends
- securities
- economics
- financial markets
- operate financial instruments
- monitor stock market
- stock market
- modern portfolio theory
- investment analysis
- trade securities
- actuarial science
- provide financial product information
- forecast economic trends
Optional (EN) · 15
- customer service
- perform stock valuation
- implement hedging strategies for clients
- provide cost benefit analysis reports
- create a financial plan
- advise on financial matters
- liaise with shareholders
- asset management
- develop professional network
- apply technical communication skills
- build business relationships
- offer financial services
- financial jurisdiction
- analyse financial risk
- handle financial transactions
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