Financial broker
Code 3311.2
Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs.
Essential skills
Knowledge
- actuarial science
- financial jurisdiction
- economics
- financial products
- securities
Skills and competences
- analyse market financial trends
- apply technical communication skills
- manage financial risk
- trade securities
- obtain financial information
- create a financial plan
- protect client interests
Transversal competences
- advise on financial matters
- maintain financial records
- provide financial product information
- synthesise financial information
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences