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.

Occupations requiring this skill

This section is generated automatically.

Skill demand overview
  • Essential in 3 occupations
  • Optional in 10 occupations
  • Total: 13 occupations
  • Most common in: ISCO major group 2 (Professionals)

Essential for

  • 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 …
  • 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…
  • 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 …

Optional for

  • 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 …
  • 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…
  • 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…
  • 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 …
  • 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…
  • 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 …
  • Real estate agent
    Real estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
  • 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…
  • Property assistant
    Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise the…
  • 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,…

Related skills

 
Last updated on February 18, 2026

Create an account to contribute and get credited

Thousands of people read these job profiles every month.
Add your experience and help make careers clearer for everyone.