investment adviser
ISCO: 2412. Skills: 48. Essential: 23.
Essential skills
- advise on financial matters
- advise on investment
- analyse financial risk
- analyse market financial trends
- assess financial viability
- assess risks of clients' assets
- asset management
- banking activities
- explain financial jargon
- financial markets
- financial products
- funding methods
- interpret financial statements
- modern portfolio theory
- monitor bond market
- monitor stock market
- obtain financial information
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- securities
- stock market
- synthesise financial information
Supporting skills
- analyse business plans
- analyse financial performance of a company
- apply credit risk policy
- build business relationships
- business valuation techniques
- communicate with banking professionals
- consult credit score
- create a financial plan
- credit control processes
- develop investment portfolio
- ensure proper document management
- examine credit ratings
- fundamental analysis
- green bonds
- identify customer's needs
- impact investing
- manage contracts
- perform clerical duties
- perform stock valuation
- principles of insurance
- promote financial products
- prospect new customers
- social bonds
- sustainable finance
- types of insurance