asset manager

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.

Alternative Labels

asset management adviser

asset management advisor

asset manager

asset portfolio manager

assets manager

financial advisor

financial asset manager

independent financial adviser

independent financial advisor

wealth management adviser

wealth management advisor

wealth manager

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:

http://ec.europa.eu/growth/single-market/services/free-movement-professionals/qualifications-recognition_en

Skills & Competences

Essential Skills and Competences

advise on financial matters advise on risk management analyse financial performance of a company analyse financial risk analyse market financial trends develop investment portfolio enforce financial policies examine credit ratings follow company standards handle financial transactions liaise with managers manage financial risk perform asset recognition review investment portfolios strive for company growth

Essential Knowledge

actuarial science corporate social responsibility financial analysis financial markets financial statements modern portfolio theory

Optional Skills and Competences

apply credit risk policy apply technical communication skills consult credit score create a financial plan exert expenditure control handle financial disputes identify clients' needs interpret financial statements negotiate loan agreements negotiate on asset value obtain financial information plan health and safety procedures provide support in financial calculation review closing procedures

Optional Knowledge

credit control processes financial management funding methods securities

Concept URI

Concept Uri

http://data.europa.eu/esco/occupation/e20eee17-4876-4f21-a0cb-5d7f40c63cd8

Status

released

Occupations

asset manager

Description

Skills & Competences

Concept URI