Advise on financial matters

Essential for

• Actuarial consultant
  An actuarial consultant is a specialized professional who applies mathematical and statistical methods to assess and manage financial risks, particularly in the areas of insurance,…
• Investment manager
  Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represente…
• Credit adviser
  Credit intermediaries are natural or legal persons who offer credit agreements to consumers. They act on behalf of creditors to conclude agreements with consumers. Credit advisers …
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Commodity broker
  Commodity brokers act as intermediary between buyers and sellers of movable and immovable property such as raw materials, livestock or real estate. They negotiate prices and receiv…
• Financial manager
  Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, e…
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• Investment adviser
  Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or fre…
• Budget manager
  Budget managers assess financial proposals of different departments before granting financial resources to projects. They monitor the implementation of budget policies and procedur…
• Credit union manager
  Credit union managers oversee and manage member services, supervise staff and operations of credit unions. They inform staff about the latest credit union procedures and policies a…
• Investor relations manager
  Investor relations managers disseminate the investment strategy of the company and monitor the reactions of the investment community towards it. They use marketing, financial, comm…
• Public funding advisor
  Public funding advisors advise individuals and businesses about funding opportunities given by local governments. They analyse the needs of clients, consult them on funds, grants a…
• Insurance agency manager
  Insurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on …
• Bank account manager
  Bank account managers advise prospective clients on the type of banking accounts suitable for their needs. They work with clients to set up the bank account and remain their…
• Financial trader
  Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to ma…
• Business consultant
  Business consultants analyse the position, structure and processes of businesses and companies and offer services or advice to improve them. They research and identify business pro…
• Insurance product manager
  Insurance product managers set and direct the development of new insurance products, following the product lifecycle policy and the general insurance strategy. They also coordinate…
• Financial analyst
  Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recomm…
• Stock broker
  Stock brokers act on behalf of their individual or institutional clients to buy and sell stocks and other securities. They are in close contact with their clients and ensure…
• Investment fund management assistant
  Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist …
• Insurance claims manager
  Insurance claims managers lead the team of insurance claims officers to ensure they handle insurance claims properly and efficiently. They deal with more complex customer complains…
• Insurance broker
  Insurance brokers are natural or legal persons who provide insurance. They are also called insurance intermediaries. Insurance brokers promote, sell and provide advice on various i…
• Bank treasurer
  Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise finan…
• Property acquisitions manager
  Property acquisitions managers ensure land or property acquisition transactions. They liaise with relevant stakeholders concerning financial aspects and risks arising from property…
• Investment fund manager
  Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and i…
• Financial broker
  Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…
• Securities broker
  Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf based on their…
• Student financial support coordinator
  Student financial support coordinators assist students and education administrators in the management of tuition fees and student loans. They advise on and determine the amounts an…
• Banking products manager
  Banking products managers study the market of banking products and adapt the existing ones to the characteristics of this evolution or create new products to suit clients needs. Th…
• Brokerage firm director
  Brokerage firm directors organise the activities and the people involved in securities trading. They envision strategies aimed at increasing the efficiency of asset trading with a …
• Relationship banking manager
  Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial …
• Housing manager
  Housing managers oversee housing services for tenants or residents. They work for housing associations or private organisations for which they collect rental fees, inspect properti…
• Asset manager
  Asset managers invest a client's money into financial assets through vehicles such as investment funds or the management of individual clients' portfolios. This includes the manage…
• Foreign exchange broker
  Foreign exchange brokers buy and sell foreign currencies on behalf of their clients to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis …

Optional for

• Accounting manager
  Accounting managers assume responsibility for all accounting activities relating to financial reporting. They develop and maintain accounting principles and procedures to ensure ti…
• Foreign exchange trader
  Foreign exchange traders buy and sell foreign currencies to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis of financial information (m…
• Securities analyst
  Securities analysts conduct research to gather and analyse financial, legal, and economic information. They interpret data on the price, stability, and future investment trends in …
• Financial auditor
  Financial auditors collect and examine financial data for clients, organisations and companies. They ensure the financial data is properly maintained and free of material misstatem…
• Auditing clerk
  Auditing clerks collect and examine financial data, such as inventory transactions, for organisations and companies and ensure they are accurate, properly maintained, and that they…
• Bank teller
  Bank tellers deal most frequently with customers of the bank. They promote the banks products and services, and provide information about the customers personal accounts and relate…
• Stock trader
  Stock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
• Corporate treasurer
  Corporate treasurers determine and oversee the financial strategic policies of a company or organisation. They use cash management techniques like account organisation, cash flow m…
• Securities trader
  Securities traders purchase and sell securities such as stocks, bonds and shares on their own account or on their employers account based on their expertise in the financial market…
• Strategic planning manager
  Strategic planning managers create, together with a team of managers, the strategic plans of the company as a whole, and provide coordination in the implementation per department. …
• Tax advisor
  Tax advisors use their expertise in tax legislation to provide commercially focused advisory and consultancy services to a wide range of clients from all economic sectors. They exp…
• Financial controller
  Financial controllers handle all tasks related to the budgeting and accounting aspects of a company or organisation. They implement and ensure compliance with internal financial an…
• Business analyst
  Business analysts research and understand the strategic position of businesses and companies in relation to their markets and their stakeholders. They analyse and present their vie…
• Post office counter clerk
  Post office counter clerks sell products and services at a post office. They assist customers with picking up and sending mail. Post office counter clerks also sell financial produ…
• Bank manager
  Bank managers oversee the management of one or several bank activities. They set policies which promote safe banking operations, ensure the economic, social and commercial targets …
• Securities underwriter
  Securities underwriters assist an institution in selling and buying debt securities. These securities may include corporate stocks, preferred stock, government bonds and other type…
• Loan officer
  Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and se…
• Statistician
  Statisticians collect, tabulate, and, most importantly, analyse quantitative information coming from a varied array of fields. They interpret and analyse statistical studies on fie…
• Back office specialist
  Back office specialists perform operation of administrative and organisational nature in service of running a financial company. They process administration, take care of financial…
• Mutual fund broker
  Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds, and money-market securities. They engage with investors by inquiring about the…
• Accounting analyst
  Accounting analysts evaluate the financial statements of clients, usually companies, which include the income sheet, the balance sheet, the statement of cash flows and additional n…
• Audit supervisor
  Audit supervisors oversee audit staff, planning and reporting, and review the audit staff's automated audit work papers to ensure compliance with the company's methodology. They pr…
• Real estate leasing manager
  Real estate leasing managers set up the lease or rental efforts of an apartment community and properties not in co-ownership and also manage the leasing staff. They produce, track,…
• Legal service manager
  Legal service managers oversee the general management of a legal service office. They not only strive for the highest efficiency and effectiveness when delivering legal services an…
• Accountant
  Accountants review and analyse financial statements, budgets, financial reports, and business plans in order to check for irregularities resulting from error or fraud, and provide …