skills-core/investment-fund-management-assistant
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Occupation profile — investment fund management assistant

Description (ESCO)

Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.

Definition

nan

Alternative labels

  • investment fund clerk
  • investment fund office clerk
  • investment fund specialist
  • investment fund assistant