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CareersSkillsSalariesLog InGet Started
© 2026 DESTINAI · v1.1 BETA · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
PT
DestinAI
CareersSkillsSalariesLog InGet Started
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Occupation
· Global Standards

investment fund management assistant

Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients.

View on ESCO

DESCRIPTION

Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.

THEORETICAL KNOWLEDGE

ESSENTIALTheoretical knowledge required
financial products

PRACTICAL SKILLS

ESSENTIALApplied skills & competences
create a financial report
offer financial services
OPTIONALOptional competences
implement marketing strategies
manage contracts
analyse financial risk

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SIMILAR OCCUPATIONS

24 SHARED SKILLS

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Skills overview

38total
18 essential
20 optional

Breakdown

Knowledge
1
Skills
5

Official resource

View official definition

Quick insight

This role requires 18 essential competences across both theoretical knowledge and practical skills.

DATA SOURCED FROM ESCO (EUROPEAN COMMISSION) & O*NET (U.S. DEPARTMENT OF LABOR)

© 2026 DESTINAI · v1.1 BETA · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice
PT