asset-manager/references/profile.md

Occupation profile — asset manager

• ESCO URI: http://data.europa.eu/esco/occupation/e20eee17-4876-4f21-a0cb-5d7f40c63cd8
• ESCO code: 3311.1
• ISCO-08 group: 3311 — Securities and finance dealers and brokers
• O*NET-SOC: 11-3031.03 — Investment Fund Managers (match: closeMatch)

Description (ESCO)

Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.

Definition

nan

Alternative labels

• independent financial adviser
• asset portfolio manager
• asset management adviser
• wealth management advisor
• assets manager
• wealth management adviser
• asset management advisor
• financial advisor
• independent financial advisor
• financial asset manager
• wealth manager