gitadmin/skillfactor-pipeline
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
Files
main
skillfactor-pipeline/skills/financial-broker/references/skills.md

1.6 KiB
Raw Permalink Blame History

Competences — financial broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c01cdf85-3ce0-4d12-ae86-e4e63493fafa).

Essential

  • actuarial science (knowledge)
  • advise on financial matters (skill/competence)
  • analyse market financial trends (skill/competence)
  • apply technical communication skills (skill/competence)
  • create a financial plan (skill/competence)
  • economics (knowledge)
  • financial jurisdiction (knowledge)
  • financial products (knowledge)
  • maintain financial records (skill/competence)
  • manage financial risk (skill/competence)
  • obtain financial information (skill/competence)
  • protect client interests (skill/competence)
  • provide financial product information (skill/competence)
  • securities (knowledge)
  • synthesise financial information (skill/competence)
  • trade securities (skill/competence)

Optional

  • banking activities (knowledge)
  • communicate with banking professionals (skill/competence)
  • communicate with customers (skill/competence)
  • conduct financial audits (skill/competence)
  • handle financial disputes (skill/competence)
  • handle financial transactions (skill/competence)
  • maintain records of financial transactions (skill/competence)
  • modern portfolio theory (knowledge)
  • operate financial instruments (skill/competence)
  • optimise financial performance (skill/competence)
  • provide cost benefit analysis reports (skill/competence)
  • provide support in financial calculation (skill/competence)
  • review investment portfolios (skill/competence)
  • trace financial transactions (skill/competence)