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.
EssentialOptional
Theoretical Knowledge
asset managementfunding methodsmodern portfolio theorybanking activitiessecuritiesfinancial productsstock marketfinancial marketssustainable financetypes of insurancesocial bondscredit control processesgreen bondsfundamental analysisbusiness valuation techniquesimpact investingprinciples of insurance
Practical Skills
provide support in financial calculationanalyse financial riskmonitor bond marketassess risks of clients' assetsmonitor stock marketprovide financial product informationreview investment portfoliosobtain financial informationadvise on investmentadvise on financial mattersassess financial viabilityinterpret financial statementsexplain financial jargonsynthesise financial informationanalyse market financial trendsexamine credit ratingsanalyse financial performance of a companyensure proper document managementprospect new customersidentify customer's needspromote financial productsmanage contractsdevelop investment portfoliobuild business relationshipscommunicate with banking professionalsanalyse business plansperform stock valuationperform clerical dutiesconsult credit scoreapply credit risk policycreate a financial plan