مشاوره سرمایه گذاری یا امور مالی

ارزیابی اهداف اقتصادی مشتری و ارائه مشاوره در مورد سرمایه گذاری مالی یا سرمایه گذاری برای تولید، حفظ یا افزایش ثروت و مشورت، توصیه و پیشنهاد راه حل های مربوط به مدیریت مالی مانند دستیابی به دارایی های جدید، در معرض سرمایه گذاری و روش های بهره وری مالیاتی

advise on investment Description Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding. Alternative label suggest investments

offer advice on investments

counsel on investments

provide investment advice

Skill type skill

Skill reusability level sector specific skills and competences

Broader skills/competences give advice to others Optional Knowledge investment analysis Essential skill/competence of securities analyst corporate banking manager investment adviser relationship banking manager Optional skill/competence of securities trader real estate leasing manager insurance agency manager financial manager financial planner real estate agent risk manager bank manager financial trader property assistant

advise on financial matters Description Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods. Alternative label give recommendations on financial matters

advising on financial matters

advise on matters of finance

offer suggestions on financial matters

counsel on financial matters

advise on financial matter

Skill type skill

Skill reusability level cross-sector skills and competences

Broader skills/competences give advice to others Essential skill/competence of commodity broker asset manager financial analyst credit manager financial trader foreign exchange broker bank treasurer business consultant banking products manager credit union manager public funding advisor student financial support coordinator financial manager corporate banking manager investment adviser investor relations manager insurance product manager investment manager financial planner securities broker relationship banking manager brokerage firm director investment fund manager insurance broker insurance claims manager insurance rating analyst housing manager financial broker stock broker insurance agency manager budget manager investment fund management assistant property acquisitions manager credit adviser real estate manager risk manager actuarial consultant bank account manager fundraising manager Optional skill/competence of securities analyst bank manager securities underwriter bank teller real estate leasing manager strategic planning manager financial controller legal service manager personal trust officer tax advisor corporate treasurer back office specialist accounting manager securities trader policy manager stock trader statistician post office counter clerk loan officer auditing clerk audit supervisor mutual fund broker insurance clerk business analyst foreign exchange trader financial auditor middle office analyst accountant accounting analyst