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.
EssentialOptional
Theoretical Knowledge
Practical Skills
apply technical communication skillsprotect client interestsmaintain financial recordsprovide financial product informationobtain financial informationadvise on financial matterssynthesise financial informationanalyse market financial trendsmanage financial risktrade securitiescreate a financial planprovide support in financial calculationoptimise financial performancemaintain records of financial transactionsprovide cost benefit analysis reportsreview investment portfoliosconduct financial auditscommunicate with banking professionalshandle financial disputesoperate financial instrumentstrace financial transactionscommunicate with customershandle financial transactions