Provide financial product information

Essential for

• Insurance claims handler
  Insurance claims handlers ensure that all insurance claims are handled accurately and that payment for valid claims is made to the policyholders. They use statistical data and r…
• 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 …
• 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…
• 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…
• 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…
• Pensions administrator
  Pensions administrators perform administrative duties in the management of pension schemes, ensuring the correct calculation of client's pension benefits, compliance with legal req…
• 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…
• 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…
• 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,…
• 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…
• 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…
• 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

• 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…
• 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…
• 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…
• 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 …
• Shipbroker
  Shipbrokers act as intermediaries between buyers and sellers of ships, cargospace on ships and charter ships for the transfer of cargo. They inform clients on the shipping market m…
• 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…
• Bankruptcy trustee
  Bankruptcy trustees administer a client's bankruptcy case, investigate legal documentation for fraud possibilities and manage the money received from the sale of non-exempt propert…
• 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 …