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1.6 KiB

Competences — mutual fund broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c9839843-6cac-4564-8aa7-de4a5b9b62e1).

Essential

  • actuarial science (knowledge)
  • analyse economic trends (skill/competence)
  • analyse market financial trends (skill/competence)
  • develop investment portfolio (skill/competence)
  • economics (knowledge)
  • financial markets (knowledge)
  • financial products (knowledge)
  • forecast economic trends (skill/competence)
  • investment analysis (knowledge)
  • modern portfolio theory (knowledge)
  • monitor stock market (skill/competence)
  • operate financial instruments (skill/competence)
  • provide financial product information (skill/competence)
  • review investment portfolios (skill/competence)
  • securities (knowledge)
  • stock market (knowledge)
  • trade securities (skill/competence)

Optional

  • advise on financial matters (skill/competence)
  • analyse financial risk (skill/competence)
  • apply technical communication skills (skill/competence)
  • asset management (knowledge)
  • build business relationships (skill/competence)
  • create a financial plan (skill/competence)
  • customer service (knowledge)
  • develop professional network (skill/competence)
  • financial jurisdiction (knowledge)
  • handle financial transactions (skill/competence)
  • implement hedging strategies for clients (skill/competence)
  • liaise with shareholders (skill/competence)
  • offer financial services (skill/competence)
  • perform stock valuation (skill/competence)
  • provide cost benefit analysis reports (skill/competence)