Offer financial services

Essential 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 …
• 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…
• 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…
• 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…
• 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…
• 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 …
• 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…
• 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 …
• Investment clerk
  Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financia…

Optional for

• 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…
• 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 …
• Foreign exchange cashier
  Foreign exchange cashiers process cash transactions from clients in national and foreign currencies. They provide information on the conditions and exchange rates for buying and se…
• 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…