ISCO Specialization 3311.2.3 Mutual Fund Broker
From Open Risk Manual
Definition
Mutual Fund Broker: Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.
Essential Skills
- Actuarial Science
- Securities
- Operate Financial Instruments
- Analyse Market Financial Trends
- Financial Markets
- Financial Products
- Trade Securities
- Analyse Economic Trends
- Review Investment Portfolios
- Economics
- Develop Investment Portfolio
- Provide Financial Product Information
- Monitor Stock Market
- Stock Market
- Forecast Economic Trends
- Investment Analysis
- Modern Portfolio Theory
Optional Skills
- Analyse Financial Risk
- Offer Financial Services
- Build Business Relationships
- Provide Cost Benefit Analysis Reports
- Create A Financial Plan
- Customer Service
- Liaise With Shareholders
- Advise On Financial Matters
- Develop Professional Network
- Handle Financial Transactions
- Financial Jurisdiction
- Perform Stock Valuation
- Implement Hedging Strategies For Clients
- Apply Technical Communication Skills
Alternative Names
- Mutual Fund Sales Agent
- Mutual Fund Salesman
- Mutual Fund Dealer
- Mutual Fund Dealers
- Mutual Fund Salesmen
- Mutual Fund Managers
- Mutual Fund Sales Agents
- Mutual Fund Manager
- Mutual Fund Sales Representative
- Mutual Fund Sales Representatives
