Description
Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.
EssentialOptional
Theoretical Knowledge
Practical Skills
examine credit ratingsanalyse financial performance of a companyanalyse financial riskperform asset recognitiondevelop investment portfoliofollow company standardsreview investment portfoliosadvise on financial mattersliaise with managersadvise on risk managementenforce financial policiesstrive for company growthhandle financial transactionsanalyse market financial trendsmanage financial riskreview closing proceduresprovide support in financial calculationnegotiate loan agreementsapply technical communication skillsexert expenditure controlobtain financial informationplan health and safety procedureshandle financial disputesinterpret financial statementsconsult credit scorenegotiate on asset valueapply credit risk policyidentify clients' needscreate a financial plan