Hierarchy view
develop investment portfolio
Description
Description
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.
Alternative Labels
develop a portfolio
develop financial portfolio
develop investment portfolio
develop market portfolio
develop zero-investment portfolio
Skill type
skill
Skill reusability level
cross-sector skills and competences
Relationships
Broader concepts
Essential for
Optional for
actuarial consultant
financial trader
insurance underwriter
property insurance underwriter
corporate banking manager
securities trader
insurance collector
stock trader
financial manager
financial analyst
insurance product manager
investment adviser
insurance broker
credit analyst
credit union manager
personal trust officer
financial planner
credit adviser
venture capitalist
Optional Knowledge
Concept URI
Status
released
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