Description
Provide clients with investment advice regarding to market recommendations. This type of advice is based on trade reports.
Alternative labels
furnish investment advice
administer investment advice
providing investment advice
arrange investment advice
investment advice provision
contribute investment advice
provision of investment advice
Skill type
skill/competence
Skill reusability level
cross-sector
Relationships with occupations
Essential skill
Provide investment advice is an essential skill of the following occupations:
Optional skill
Provide investment advice is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.
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, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
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. They monitor and evaluate the performance indicators of these products and suggest improvements. Banking products managers assist with the sales and marketing strategy of the bank.
References
- Provide investment advice – ESCO