2412-Financial and Investment Advisors

Job Title: 

Financial and Investment Advisors

Job Description: 

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

Tasks: 

Arranging to buy and sell stocks and bonds for clients

Linked Education ( CESM Codes ) : 

406 - Finance and Financial Management Services

Specific Occupations: 

241201 - Investment Analyst
Description : Analyses individual securities, industries and the economy, publishes reports and makes recommendations regarding investments.
Green Occupation : No
Green Skill : NoTrade : No
Specializations : Investment Research Analyst, Listed Securities Analyst

241202 - Investment Manager
Description : Manages a portfolio of securities, in which he/she may exercise his/her own discretion, on behalf of clients.
Green Occupation : No
Green Skill : NoTrade : No
Specializations : Discretionary Manager, Fund Manager, Hedge Fund Manager, Portfolio Manager

241203 - Investment Advisor
Description : Advises clients in respect of securities and other financial investments and instruments.
Green Occupation : No
Green Skill : NoTrade : No
Specializations : Financial Markets Investment Advisor, Fund Advisor, Portfolio Advisor, Securities Sales Trader

241204 - Financial Markets Practitioner
Description : Analyses individual securities, industries and the economy, provides investment advice to clients in respect of securities and other financial instruments and executes transactions in securities with/on behalf of clients and/or for an exchange member.
Green Occupation : No
Green Skill : NoTrade : No

241205 - Professional Principal Executive Officer
Description : Executes the decisions of the pensions fund board of trustees and liaise with services providers to the pension fund.
Green Occupation : No
Green Skill : NoTrade : No

International Careers(ISCO): 
Similar O*NET Careers (USA) : 
Source Of Info: 

Source : Organising Framework for Occupations (OFO) 2013, Department of Higher Education and Training, Republic of South Africa