financial broker

Description

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.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

financial products financial jurisdiction economics actuarial science securities

OPTIONALAdjacent knowledge that strengthens fit

modern portfolio theory banking activities

Practical Skills

ESSENTIALApplied skills & competences

protect client interests maintain financial records obtain financial information provide financial product information apply technical communication skills analyse market financial trends advise on financial matters trade securities create a financial plan synthesise financial information manage financial risk

OPTIONALOptional competences

handle financial transactions optimise financial performance provide support in financial calculation handle financial disputes conduct financial audits trace financial transactions communicate with banking professionals communicate with customers review investment portfolios provide cost benefit analysis reports operate financial instruments maintain records of financial transactions