---
esco_uri: http://data.europa.eu/esco/skill/25a7fc25-f2fc-4bfd-9999-943c03d53372
esco_label: "protect client interests"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# protect client interests — Financial Advisor

For a Financial Advisor, 'protecting client interests' isn’t just about avoiding legal trouble; it’s woven into *every* interaction. Daily, this means prioritizing suitability over sales volume – recommending investments genuinely aligned with the client’s risk tolerance, time horizon, and financial goals, even if those aren’t the highest-commission products. It manifests in tasks like thoroughly vetting investment options (using tools like Morningstar or independent research reports), disclosing *all* fees and potential conflicts of interest upfront, and proactively monitoring portfolios for performance issues or changes needing discussion. Good looks like a client feeling understood, confident their plan is built around *their* life, not the advisor’s targets.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
