ISCO Occupation Group 3311.1 Asset Manager
From Open Risk Manual
Definition
Asset Manager: Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, the assessment and monitoring of risks.
Essential Skills
- Enforce Financial Policies
- Follow Company Standards
- Corporate Social Responsibility
- Advise On Financial Matters
- Analyse Financial Risk
- Manage Financial Risk
- Examine Credit Ratings
- Perform Asset Recognition
- Analyse Market Financial Trends
- Financial Markets
- Modern Portfolio Theory
- Strive For Company Growth
- Review Investment Portfolios
- Actuarial Science
- Handle Financial Transactions
- Advise On Risk Management
- Analyse Financial Performance Of A Company
- Financial Statements
- Liaise With Managers
- Develop Investment Portfolio
- Financial Analysis
Optional Skills
- Apply Technical Communication Skills
- Identify Clients' Needs
- Review Closing Procedures
- Obtain Financial Information
- Securities
- Funding Methods
- Interpret Financial Statements
- Handle Financial Disputes
- Negotiate Loan Agreements
- Consult Credit Score
- Financial Management
- Apply Credit Risk Policy
- Provide Support In Financial Calculation
- Credit Control Processes
- Plan Health And Safety Procedures
- Negotiate On Asset Value
- Exert Expenditure Control
- Create A Financial Plan
Alternative Names
- Wealth Management Adviser
- Wealth Manager
- Financial Advisor
- Independent Financial Advisor
- Independent Financial Adviser
- Wealth Managers
- Property Managers
- Asset Management Advisers
- Assets Manager
- Asset Portfolio Manager
- Wealth Management Advisor
- Asset Management Adviser
- Financial Asset Managers
- Asset Management Advisor
- Financial Asset Manager
- Asset Property Managers
- Assets Managers
