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Finanční a investiční poradcovia





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

URI – koncept