Investment Adviser
Investment Adviser
- Job popularity
Job Description
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..
Top 3 specific things you need to know
As an Investment Adviser, you will need to master following:
Top 19 general things you need to know
More generally, an investment adviser is also versed in:
- advise on financial matters
- analyse financial risk
- analyse market financial trends
- assess financial viability
- assess risks of clients' assets
- banking activities
- financial markets
- financial products
- funding methods
- interpret financial statements
- modern portfolio theory
- monitor stock market
- obtain financial information
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- securities
- stock market
- synthesise financial information
Other things it helps to know to be an excellent investment adviser
It also helps to know the following:
- consult credit score
- green bonds
- identify customer's needs
- impact investing
- principles of insurance
- promote financial products
- prospect new customers
- social bonds
- sustainable finance
- analyse business plans
- analyse financial performance of a company
- apply credit risk policy
- build business relationships
- business valuation techniques
- communicate with banking professionals
- create a financial plan
- credit control processes
- develop investment portfolio
- ensure proper document management
- examine credit ratings
- manage contracts
- perform clerical duties
- perform stock valuation
- types of insurance
Top employers for this job
Investment Adviser (0-2 Yrs Exp.)
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Prereqs Technology Pvt.Ltd
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California
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$250 - $800 / month
- Keywords :
- Ui designer,
- developer