Финансовый брокер — работа в Финляндии
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.
Финансовый брокер - Какие навыки обязательны?
The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.
Protect the interests and needs of a client by taking necessary actions, and researching all possibilities, to ensure that the client obtains their favoured outcome.
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Collect, revise and put together financial information coming from different sources or departments in order to create a document with unified financial accounts or plans.
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities which is raising capital and hedging risk in financial markets.
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
Predict and manage financial risks, and identify procedures to avoid or minimise their impact.
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.
Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.
The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.
Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
Keep track of and finalise all formal documents representing the financial transactions of a business or project.
Финансовый брокер - Какие навыки полезны, но не обязательны?
Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.
Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.
Direct and coordinate the organisation's financial operations and budget activities, in order to optimise financial performance.
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.
Prepare, compile and communicate reports with broken down cost analysis on the proposal and budget plans of the company. Analyse the financial or social costs and benefits of a project or investment in advance over a given period of time.
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a client.
Provide colleagues, clients or other parties with financial support for complex files or calculations.
Evaluate and monitor the financial health, the operations and financial movements expressed in the financial statements of the company. Revise the financial records to ensure stewardship and governability.
Work with financial instruments such as stocks, bonds, mutual funds and derivatives.
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.
Handle disputes between individuals or organisations, either public or corporate, which deal with financial matters, accounts, and taxation.
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.