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

mutual fund broker

Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities.

View on ESCO

DESCRIPTION

Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.

THEORETICAL KNOWLEDGE

ESSENTIALTheoretical knowledge required
modern portfolio theory
financial products

PRACTICAL SKILLS

ESSENTIALApplied skills & competences
provide financial product information
OPTIONALOptional competences
perform stock valuation
analyse financial risk
offer financial services

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Skills overview

32total
17 essential
15 optional

Breakdown

Knowledge
2
Skills
4

Official resource

View official definition

Quick insight

This role requires 17 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