Financial Broker
Financial Broker
- Job popularity
Job Description
Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs..
Top 1 specific things you need to know
As a Financial Broker, you will need to master following:
Top 15 general things you need to know
More generally, a financial broker is also versed in:
- advise on financial matters
- analyse market financial trends
- apply technical communication skills
- create a financial plan
- economics
- financial jurisdiction
- financial products
- maintain financial records
- manage financial risk
- obtain financial information
- protect client interests
- provide financial product information
- securities
- synthesise financial information
- trade securities
Other things it helps to know to be an excellent financial broker
It also helps to know the following:
- banking activities
- communicate with banking professionals
- communicate with customers
- conduct financial audits
- handle financial disputes
- handle financial transactions
- maintain records of financial transactions
- modern portfolio theory
- operate financial instruments
- optimise financial performance
- provide cost benefit analysis reports
- provide support in financial calculation
- review investment portfolios
- trace financial transactions
Top employers for this job
Financial Broker (0-2 Yrs Exp.)
-
Prereqs Technology Pvt.Ltd
-
California
-
$250 - $800 / month
Full Time
Urgent
Private
- Keywords :
- Ui designer,
- developer
