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Career Guidance Skills management skills S4.1 - developing objectives and strategies S4.1.2 - developing financial, business or marketing plans Develop investment portfolio
Description
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.
Occupations requiring this skill
This section is generated automatically.
Skill demand overview
- Essential in 9 occupations
- Optional in 15 occupations
- Total: 24 occupations
- Most common in: ISCO major group 2 (Professionals)
Essential for
- Ceramic painterCeramic painters design and create visual art on ceramic surfaces and objects such as tiles, sculptures, tableware and pottery. They use a variety of techniques to produce decorati…
- Securities analystSecurities 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 managerInvestment 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…
- Mergers and acquisitions analystMergers and acquisitions analysts oversee the execution of transactions for the purchase, sale, merger or takeover of companies. They negotiate and complete the deal on the client'…
- Corporate investment bankerCorporate investment bankers offer strategic advice on financial services to companies and other institutions. They ensure that legal regulations are being followed by their client…
- Property insurance underwriterProperty insurance underwriters assess and determine the risk and coverage of a client's property insurance. They analyse and review underwriting policies according to legal regula…
- Investment fund managerInvestment 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…
- Mutual fund brokerMutual 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…
- Asset managerAsset 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…
Optional for
- Actuarial consultantAn actuarial consultant is a specialized professional who applies mathematical and statistical methods to assess and manage financial risks, particularly in the areas of insurance,…
- Credit analystCredit analysts investigate credit applications from customers and evaluate if the applications comply with regulations and guidelines of the financial loan-granting institution. O…
- Credit adviserCredit 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 plannerA financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
- Insurance collectorInsurance collectors collect payment for an overdue insurance bill. They specialise in all areas of insurance such as medical, life, car, travel, etc and recurrently contact indivi…
- Investment adviserInvestment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or fre…
- Stock traderStock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
- Credit union managerCredit 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…
- Securities traderSecurities 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…
- Financial traderFinancial 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…
- Venture capitalistVenture capitalists invest in young or small startup companies by providing private funding. They research potential markets and particular product opportunities to help business o…
- Insurance product managerInsurance 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 analystFinancial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recomm…
- Insurance brokerInsurance 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…
- Insurance underwriterInsurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…
Related skills
- Investment analysis
- Analyse financial risk
- Review investment portfolios
- Create a financial plan
- Obtain financial information
- Analyse market financial trends
- Advise on financial matters
- Modern portfolio theory
- Financial products
- Examine credit ratings
- Actuarial science
- Banking activities
- Interpret financial statements
