§ OCCUPATION · GLOBAL STANDARDS

investment adviser

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients.

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Description

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

modern portfolio theory financial products asset management funding methods financial markets banking activities stock market securities

OPTIONALAdjacent knowledge that strengthens fit

impact investing credit control processes fundamental analysis types of insurance business valuation techniques green bonds principles of insurance social bonds sustainable finance

Practical Skills

ESSENTIALApplied skills & competences

analyse financial risk provide support in financial calculation obtain financial information provide financial product information monitor bond market analyse market financial trends advise on financial matters review investment portfolios assess risks of clients' assets advise on investment explain financial jargon synthesise financial information interpret financial statements assess financial viability monitor stock market

OPTIONALOptional competences

perform stock valuation prospect new customers apply credit risk policy manage contracts analyse business plans identify customer's needs communicate with banking professionals examine credit ratings create a financial plan ensure proper document management promote financial products consult credit score develop investment portfolio perform clerical duties analyse financial performance of a company build business relationships

Data Source: Unified Global Standards (ISCED, ISCO, O*NET, ESCO)