Hierarchy view
Conseillers en finances et investissements
Description
Code
2412
Description
Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.
Tasks include -
(a) building and maintaining a client base;
(b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
(c) setting financial objectives, and developing and implementing strategies for achieving them;
(d) arranging to buy and sell stocks and bonds for clients;
(e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
(f) recommending and arranging insurance cover for clients.
Examples of the occupations classified here:
- Estate planner
- Financial planner
- Investment adviser
Narrower occupations
Concept URI
Concept URI
http://data.europa.eu/esco/isco/C2412Status