investment adviser

Hierarchy view

T - transversal skills and competences

S - skills

K - knowledge

L - language skills and knowledge

investment adviser

Professionals

Business and administration professionals

Finance professionals

Financial and investment advisers

investment adviser

Description

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.

Scope note

Excludes people working with large companies or institutions. Includes people working with individual clients and small companies.

Alternative Labels

corporate investment adviser

financial and investment adviser

investing director

investment advisor

investment consultant

investment executive

investment manager

RIA

Relationships

Essential Skills and Competences

advise on financial matters advise on investment analyse financial risk analyse market financial trends assess financial viability assess risks of clients' assets explain financial jargon interpret financial statements monitor bond market monitor stock market obtain financial information provide financial product information provide support in financial calculation review investment portfolios synthesise financial information

Essential Knowledge

asset management banking activities financial markets financial products funding methods modern portfolio theory securities stock market

Optional Skills and Competences

analyse business plans analyse financial performance of a company apply credit risk policy build business relationships communicate with banking professionals consult credit score create a financial plan develop investment portfolio ensure proper document management examine credit ratings identify customer's needs manage contracts perform clerical duties perform stock valuation promote financial products prospect new customers

Optional Knowledge

business valuation techniques credit control processes fundamental analysis green bonds impact investing principles of insurance social bonds sustainable finance types of insurance

Concept URI

Concept Uri

http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e

Status

released

Skills & competences

investment adviser

Description

Relationships

Concept URI