Bu meslek hakkında
Finansal simsarlar, müşterileri adına finansal piyasa faaliyetleri yürütür. Müşterilerinin menkul kıymetlerini, finansal belgelerini, piyasa trendlerini ve koşullarını ve diğer yasal gereklilikleri izlerler. Alım satım faaliyetlerini planlar ve işlem maliyetlerini hesaplarlar.
Temel beceriler
advise on financial matters
analyse market financial trends
apply technical communication skills
create a financial plan
maintain financial records
manage financial risk
obtain financial information
protect client interests
provide financial product information
synthesise financial information
trade securities
Gerekli bilgi
actuarial science
economics
financial jurisdiction
financial products
securities
Ek beceriler
communicate with banking professionals
communicate with customers
conduct financial audits
handle financial disputes
handle financial transactions
maintain records of financial transactions
operate financial instruments
optimise financial performance
provide cost benefit analysis reports
provide support in financial calculation
review investment portfolios
trace financial transactions
banking activities
modern portfolio theory
Ayrıca şu adlarla bilinir
hypotheekmakelaar
hypotheekadviseur
effectenmakelaar
broker
hypotheekspecialist
financieel adviseur
makelaar in financiële diensten
financial broker
