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stock broker

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Description

Stock brokers act on behalf of their individual or institutional clients in order to buy and sell stocks and other securities. They are in close contact with their clients and ensure that what they buy or sell through the stock exchange market is according to their clients' wishes. Stock brokers undertake analyst research to make recommendations to their clients and expand their client base through various methods.

EssentialOptional

Theoretical Knowledge

asset managementmodern portfolio theorysecuritieseconomicsfinancial productsstock marketactuarial sciencefinancial marketsfinancial jurisdictionbanking activitiesholding company activitiesaccountingfundamental analysisstatisticstax legislation

Practical Skills

analyse financial riskapply technical communication skillsprotect client interestsassess risks of clients' assetsforecast economic trendsreview investment portfoliosadvise on financial mattershandle financial transactionsanalyse market financial trendstrade securitiesexamine credit ratingsprovide support in financial calculationmaintain records of financial transactionsprovide financial product informationbuild business relationshipscommunicate with banking professionalsobtain financial informationperform stock valuationcreate a financial reportoperate financial instrumentstrace financial transactionscommunicate with customersmanage financial risk

Data Source: ESCO v1.2.1 Classification · European Commission

Supported by

EUPortugal GovAmadora City

Incubated by

Amadora InovaIAPMEI

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