United States
2412-Financial and Investment Advisers
Job Title:
Financial and Investment Advisers
Job Description:
Financial and investment advisers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
Tasks:
Tasks include:
- building and maintaining a client base
- interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
- setting financial objectives, and developing and implementing strategies for achieving the financial objectives
- arranging to buy and sell stocks and bonds for clients
- monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- Providing consultancy services to individuals and organisations to advise them on better financial and investments managements
Additional Notes:
This unit group includes
Financial investment adviser
Relationship manager
This unit group excludes
Insurance agent (3321)
Independent financial planner (3321)
Specific Occupations:
24120
Financial/Investment adviser (eg relationship manager)
International Careers(ISCO):
Similar O*NET Careers (USA) :
Source Of Info:
Source: SINGAPORE STANDARD OCCUPATIONAL CLASSIFICATION 2015, Department of Statistics, Ministry of Trade & Industry, Republic of Singapore