2412-Financial and investment advisers

Job Title ( International classification ): 
Financial and investment advisers
ISCO Code: 
Job Description: 
Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.

Main Tasks include -

  • (a) building and maintaining a client base
  • (b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
  • (c) setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • (d) arranging to buy and sell stocks and bonds for clients
  • (e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • (f) recommending and arranging insurance cover for clients.

Examples of the occupations classified here:
- Estate planner
- Financial planner

Careers ( Canadian Standards ): 
Careers ( UAE Standards ): 
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Careers (Singapore Standards):