Skills by Occupation

review investment portfolios obtain financial information assess risks of clients' assets financial markets provide financial product information economics investment analysis handle financial transactions advise on financial matters create a financial plan provide support in financial calculation banking activities modern portfolio theory customer service apply technical communication skills maintain credit history of clients interpret financial statements analyse the credit history of potential customers identify customer's needs financial forecasting synthesise financial information budget for financial needs offer financial services

analyse loans debt systems types of insurance sell insurance compose real estate contract stock market manage pension funds principles of insurance assist in loan applications value properties consult credit score financial management foreign valuta protect client interests advise on tax planning assist in will writing maintain records of financial transactions communicate with banking professionals develop investment portfolio analyse market financial trends financial products inform on interest rates assess debtor's financial situation collect financial data monitor loan portfolio disseminate information on tax legislation analyse insurance needs guarantee customer satisfaction financial jurisdiction types of pensions real estate market calculate benefits tax legislation create banking accounts business loans analyse financial risk manage financial risk mortgage loans analyse financial performance of a company analyse business objectives securities advise on investment accounting techniques operate financial instruments