Hierarchy view
review investment portfolios
Description
Description
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Alternative Labels
analyse investment portfolios
audit investment portfolios
check investment portfolios
investment portfolio review
review an investment portfolio
reviewing investment portfolios
review investment portfolios
scrutinise investment portfolios
Skill type
skill
Skill reusability level
cross-sector skills and competences
Relationships
Broader concepts
Essential for
corporate investment banker
investment analyst
asset manager
investment adviser
securities broker
securities analyst
investment manager
mergers and acquisitions analyst
corporate banking manager
financial planner
mutual fund broker
stock broker
personal trust officer
investment fund manager
property insurance underwriter
commodity broker
corporate treasurer
Optional for
dividend analyst
credit adviser
insurance collector
insurance product manager
credit union manager
investment fund management assistant
accounting analyst
energy trader
venture capitalist
credit analyst
foreign exchange broker
investor relations manager
financial trader
actuarial consultant
budget manager
business valuer
insurance underwriter
insurance rating analyst
financial broker
financial manager
securities trader
budget analyst
Optional Knowledge
Concept URI
Status
released
Twitter
Facebook
Linkedin
Email