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