investment adviser
Code 2412.6
The investment advisor (asesor patrimonial) advises people or firms on portfolios and financial products per risk profile. Use this Job Dictionary profile to commercial-fiduciary role in banks/brokerages.
Essential skills
Knowledge
- banking activities
- stock market
- financial markets
- funding methods
- financial products
- modern portfolio theory
- securities
Skills and competences
- analyse market financial trends
- assess risks of clients' assets
- assess financial viability
- explain financial jargon
- interpret financial statements
- obtain financial information
- provide support in financial calculation
- review investment portfolios
Transversal competences
- analyse financial risk
- advise on financial matters
- advise on investment
- monitor stock market
- monitor bond market
- provide financial product information
- synthesise financial information
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What to assess for this role
Assess suitability, commercial ethics and clarity explaining risk.
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Common questions about this role when you are hiring or writing the job profile.
- What does an investment advisor do?
- Elicits financial goals, proposes options and supports execution within the regulatory frame.
- Same as a broker?
- The broker executes/intermediates; the advisor stresses recommendation and relationship. Sometimes one person does both.
- What to assess when hiring?
- Compliance history, product explanation and ethical objection handling.
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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