ISCO Occupation Group 2412.5 Investment Adviser
From Open Risk Manual
Contents
Definition
Investment Adviser: Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
Essential Skills
- Advise On Financial Matters
- Obtain Financial Information
- Interpret Financial Statements
- Assess Risks Of Clients' Assets
- Financial Products
- Financial Markets
- Funding Methods
- Provide Support In Financial Calculation
- Securities
- Analyse Financial Risk
- Advise On Investment
- Assess Financial Viability
- Banking Activities
- Stock Market
- Monitor Bond Market
- Review Investment Portfolios
- Provide Financial Product Information
- Monitor Stock Market
- Analyse Market Financial Trends
- Synthesise Financial Information
- Modern Portfolio Theory
- Explain Financial Technicalities To Clients
Optional Skills
- Examine Credit Ratings
- Apply Credit Risk Policy
- Perform Clerical Duties
- Business Valuation Techniques
- Consult Credit Score
- Identify Customer'S Needs
- Ensure Proper Document Management
- Create A Financial Plan
- Promote Financial Products
- Communicate With Banking Professionals
- Credit Control Processes
- Develop Investment Portfolio
- Analyse Business Plans
- Build Business Relationships
- Manage Contracts
- Principles Of Insurance
- Types Of Insurance
- Prospect New Customers
- Perform Stock Valuation
- Analyse Financial Performance Of A Company
Alternative Names
- Investment Executive
- Investment Advisor
- Corporate Investment Adviser
- Investing Director
- Ria
- Investment Consultant
- Financial And Investment Adviser
- Investment Manager
Specializations
| Specialization | Title |
|---|---|
| C2412.5.2 | ISCO Specialization 2412.5.2 Investment Fund Management Assistant |
| C2412.5.4 | ISCO Specialization 2412.5.4 Investor Relations Manager |
| C2412.5.1 | ISCO Specialization 2412.5.1 Corporate Investment Banker |
| C2412.5.3 | ISCO Specialization 2412.5.3 Investment Manager |
