Investment advisor

Financial and investment advisers develop financial plans for individuals or organisations, and invest and manage funds on their behalf.

• building and maintaining a client base;
• interviewing clients to obtain information on their financial status and objectives, risk tolerance and other financial information in order to prepare financial plans and investment strategies;
• determining financial objectives and developing and implementing strategies to achieve them;
• arranging the purchase or sale of shares and bonds for clients;
• monitoring investment performance and reviewing and revising investment plans based on market needs and changes;
• recommending and arranging insurance cover for clients.
• Examples of occupations in this unit group:
• Expert, financial planning
• Investment adviser
• Expert, hedging