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securities broker

View on ESCO Portal

Description

Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf, based on their expertise in the financial markets. They monitor the performance of their clients' securities, assessing their stability or speculative tendencies. Securities brokers calculate the securities' price and place orders.

EssentialOptional

Theoretical Knowledge

financial jurisdictionsecuritieseconomicsfinancial productsstock marketactuarial sciencefinancial marketsmodern portfolio theorybanking activitiesaccountingelectronic communicationstatisticstax legislation

Practical Skills

analyse financial riskapply technical communication skillsprotect client interestsassess risks of clients' assetsforecast economic trendsmaintain records of financial transactionsreview investment portfoliosobtain financial informationadvise on financial mattershandle financial transactionsanalyse market financial trendstrade securitiescreate a financial planprovide support in financial calculationprovide financial product informationbuild business relationshipscommunicate with banking professionalsperform stock valuationoperate financial instrumentstrace financial transactionscommunicate with customers

Data Source: ESCO v1.2.1 Classification · European Commission

Supported by

EUPortugal GovAmadora City

Incubated by

Amadora InovaIAPMEI

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