asset manager (EN)
ISCO 3311 · v1.2.1
Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- wealth management adviser
- assets manager
- asset portfolio manager
- wealth manager
- financial advisor
- independent financial advisor
- wealth management advisor
- asset management adviser
- asset management advisor
- independent financial adviser
- financial asset manager
Skills and knowledge
Essential (EN) · 22
- advise on risk management
- enforce financial policies
- analyse market financial trends
- strive for company growth
- develop investment portfolio
- financial statements
- review investment portfolios
- corporate social responsibility
- examine credit ratings
- advise on financial matters
- manage financial risk
- analyse financial performance of a company
- financial markets
- perform asset recognition
- financial analysis
- asset management
- modern portfolio theory
- actuarial science
- analyse financial risk
- liaise with managers
- follow company standards
- handle financial transactions
Optional (EN) · 18
- apply credit risk policy
- funding methods
- financial management
- create a financial plan
- interpret financial statements
- provide support in financial calculation
- obtain financial information
- securities
- review closing procedures
- exert expenditure control
- negotiate on asset value
- plan health and safety procedures
- apply technical communication skills
- consult credit score
- negotiate loan agreements
- credit control processes
- identify clients' needs
- handle financial disputes
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