asset manager (EN)
ISCO 3311 · v1.2.1
Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.
Классификационные навыки не измеряют личное владение ими или будущие замещённые часы.
Исходные синонимы (EN)
- wealth management adviser
- assets manager
- asset portfolio manager
- wealth manager
- financial advisor
- independent financial advisor
- wealth management advisor
- asset management adviser
- asset management advisor
- independent financial adviser
- financial asset manager
Навыки и знания
Essential (EN) · 22
- advise on risk management
- enforce financial policies
- analyse market financial trends
- strive for company growth
- develop investment portfolio
- financial statements
- review investment portfolios
- corporate social responsibility
- examine credit ratings
- advise on financial matters
- manage financial risk
- analyse financial performance of a company
- financial markets
- perform asset recognition
- financial analysis
- asset management
- modern portfolio theory
- actuarial science
- analyse financial risk
- liaise with managers
- follow company standards
- handle financial transactions
Optional (EN) · 18
- apply credit risk policy
- funding methods
- financial management
- create a financial plan
- interpret financial statements
- provide support in financial calculation
- obtain financial information
- securities
- review closing procedures
- exert expenditure control
- negotiate on asset value
- plan health and safety procedures
- apply technical communication skills
- consult credit score
- negotiate loan agreements
- credit control processes
- identify clients' needs
- handle financial disputes
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