241207 - Investment consultant
Provides advice and recommendations to individuals, families, small business owners on investing pensions or spare funds in securities, life insurance companies and other financial products. Monitors investment activities, reviews and adjusts investment plans according to changed needs and market changes.
Main activities
• evaluates the client's economic goals and advises on possible financial or capital investments, advises on investment issues;
• provides information about financial products, the financial market, insurances, loans or other financial data;
• collects, reviews and organizes financial information received from different sources;
• reviews and analyzes financial information and requirements, assesses and determines risks, benefits and costs, financial viability;
• monitors, analyzes the financial market and its trends, collects the latest information and creates investment strategies.
Characteristic competences
• advise on investment issues;
• provide information about financial products;
• systematize financial information;
• assess financial viability;
• monitor financial markets.