# Competences — securities broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c0463fbe-7914-48ac-84ec-abaee1a7f292).

## Essential

- **actuarial science** (knowledge)
- **advise on financial matters** (skill/competence)
- **analyse financial risk** (skill/competence)
- **analyse market financial trends** (skill/competence)
- **apply technical communication skills** (skill/competence)
- **assess risks of clients' assets** (skill/competence)
- **create a financial plan** (skill/competence)
- **economics** (knowledge)
- **financial jurisdiction** (knowledge)
- **financial markets** (knowledge)
- **financial products** (knowledge)
- **forecast economic trends** (skill/competence)
- **handle financial transactions** (skill/competence)
- **maintain records of financial transactions** (skill/competence)
- **obtain financial information** (skill/competence)
- **protect client interests** (skill/competence)
- **review investment portfolios** (skill/competence)
- **securities** (knowledge)
- **stock market** (knowledge)
- **trade securities** (skill/competence)

## Optional

- accounting (knowledge)
- banking activities (knowledge)
- build business relationships (skill/competence)
- communicate with banking professionals (skill/competence)
- communicate with customers (skill/competence)
- electronic communication (knowledge)
- modern portfolio theory (knowledge)
- operate financial instruments (skill/competence)
- perform stock valuation (skill/competence)
- provide financial product information (skill/competence)
- provide support in financial calculation (skill/competence)
- statistics (knowledge)
- tax legislation (knowledge)
- trace financial transactions (skill/competence)
