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.
Классификационные навыки не измеряют личное владение ими или будущие замещённые часы.
Исходные синонимы (EN)
- financial services adviser
- finance adviser
- financial services manager
- financial services broker
- broker
- finance broker
Навыки и знания
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
Исследовать страну и горизонт
Отсутствующее исследование показано явно. Каталоговая страница не является прогнозом риска.
Для сообщения о проблеме можно скопировать точную ссылку на данные и передать её вручную. Личные ограничения сюда не входят.