Bu meslek hakkında
Varlık yöneticileri, yatırım fonları veya bireysel müşteri portföylerinin yönetimi gibi araçlar aracılığıyla bir müşterinin parasını finansal varlıklara yatırır. Bu, belirli bir yatırım politikası ve risk çerçevesi dahilinde finansal varlıkların yönetimini, bilgi sağlanmasını ve risklerin değerlendirilmesi ve izlenmesini içerir.
Temel beceriler
advise on financial matters
advise on risk management
analyse financial performance of a company
analyse financial risk
analyse market financial trends
develop investment portfolio
enforce financial policies
examine credit ratings
follow company standards
handle financial transactions
liaise with managers
manage financial risk
perform asset recognition
review investment portfolios
strive for company growth
Gerekli bilgi
actuarial science
asset management
corporate social responsibility
financial analysis
financial markets
financial statements
modern portfolio theory
Ek beceriler
apply credit risk policy
apply technical communication skills
consult credit score
create a financial plan
exert expenditure control
handle financial disputes
identify clients' needs
interpret financial statements
negotiate loan agreements
negotiate on asset value
obtain financial information
plan health and safety procedures
provide support in financial calculation
review closing procedures
credit control processes
financial management
funding methods
securities
Ayrıca şu adlarla bilinir
portfolio manager
financieel raadgever
portefeuillebeheerder
financieel adviseur particulieren
wealth manager
beleggingsadviseur
financieel raadgeefster
financial advisor
beheerder van financieel vermogen
adviseur vermogensontwikkeling
adviseur inzake financieel vermogensbeheer
onafhankelijk financieel adviseur
adviseur inzake financieel vermogen
financieel adviseur beleggingen
financieel adviseur
effecten- en valutahandelaren en makelaars
vermogensbeheerder
adviseur financieel vermogen
gespecialiseerd financieel consulent
financieel portefeuillebeheerder
financieel beheerder
