2.0 KiB
2.0 KiB
Competences — financial broker
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c01cdf85-3ce0-4d12-ae86-e4e63493fafa).
Essential
- actuarial science (knowledge)
- advise on financial matters (skill/competence)
- analyse market financial trends (skill/competence)
- apply technical communication skills (skill/competence)
- create a financial plan (skill/competence)
- economics (knowledge)
- financial jurisdiction (knowledge)
- financial products (knowledge)
- maintain financial records (skill/competence)
- manage financial risk (skill/competence)
- obtain financial information (skill/competence)
- protect client interests (skill/competence)
- provide financial product information (skill/competence)
- securities (knowledge)
- synthesise financial information (skill/competence)
- trade securities (skill/competence)
Optional
- banking activities (knowledge)
- communicate with banking professionals (skill/competence)
- communicate with customers (skill/competence)
- conduct financial audits (skill/competence)
- handle financial disputes (skill/competence)
- handle financial transactions (skill/competence)
- maintain records of financial transactions (skill/competence)
- modern portfolio theory (knowledge)
- operate financial instruments (skill/competence)
- optimise financial performance (skill/competence)
- provide cost benefit analysis reports (skill/competence)
- provide support in financial calculation (skill/competence)
- review investment portfolios (skill/competence)
- trace financial transactions (skill/competence)
Market evidence (job-ad analysis, 36 ads, as of 2026-07-11)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
Hard skills
- financial planning — 50 %
- business development — 33 %
- financial advice — 19 %
- investment management — 19 %
- portfolio management — 19 %
- wealth management — 19 %