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.
Also called: investment executive, investment advisor, corporate investment adviser, investing director, RIA, investment consultant, financial and investment adviser, investment manager
- 23
- essential skills
- 25
- optional skills
- 8
- related roles
- 2412
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- investment managerWhat changes?13 skills in common
- investment analystWhat changes?12 skills in common
- investment fund manager12 skills in common
- securities analystWhat changes?12 skills in common
- financial planner11 skills in common
- stock broker11 skills in common
- securities broker10 skills in common
- mutual fund broker9 skills in common
Essential skills
23- advise on financial matters
- advise on investment
- analyse financial risk
- analyse market financial trends
- assess financial viability
- assess risks of clients' assets
- asset management
- banking activities
- explain financial jargon
- financial markets
- financial products
- funding methods
- interpret financial statements
- modern portfolio theory
- monitor bond market
- monitor stock market
- obtain financial information
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- securities
- stock market
- synthesise financial information
Optional skills
25- analyse business plans
- analyse financial performance of a company
- apply credit risk policy
- build business relationships
- business valuation techniques
- communicate with banking professionals
- consult credit score
- create a financial plan
- credit control processes
- develop investment portfolio
- ensure proper document management
- examine credit ratings
- fundamental analysis
- green bonds
- identify customer's needs
- impact investing
- manage contracts
- perform clerical duties
- perform stock valuation
- principles of insurance
- promote financial products
- prospect new customers
- social bonds
- sustainable finance
- types of insurance
No account needed to start
How close are you to being a investment adviser?
MyNodes reads your CV once, maps it to this same taxonomy, and shows you which roles you are already closest to and the few skills that would open the most doors. The file is deleted as soon as it has been read.