3.9 KiB
3.9 KiB
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)
Market evidence (job-ad analysis, 6 ads, as of 2026-07-19)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
Hard skills
- market analysis — 50 %
- business development — 33 %
- client relationship management — 33 %
- investment strategy development — 33 %
- trade execution — 33 %
- portfolio monitoring — 17 %
- problem solving — 17 %
- relationship building — 17 %
- options trading — 17 %
- portfolio management — 17 %
- risk assessment — 17 %
- sales — 17 %
- client relationship building — 17 %
- account management — 17 %
- equity trading — 17 %
- financial analysis — 17 %
- financial guidance — 17 %
- market research — 17 %
- financial planning — 17 %
- financial product knowledge — 17 %
- fixed income trading — 17 %
- data analysis — 17 %
- institutional sales — 17 %
- investment advice — 17 %
Methods
- contemporary sales strategy — 17 %
- b2b sales tactics — 17 %
Responsibilities
- client book management — 33 %
- client relationship building — 33 %
- regulatory compliance — 33 %
- relationship maintenance — 17 %
- research assistance — 17 %
- trade execution — 17 %
- trade material preparation — 17 %
- transaction follow-up — 17 %
- portfolio management — 17 %
- order book management — 17 %
- order execution — 17 %
- building client relationships — 17 %
- new business development — 17 %
- new business generation — 17 %
- opening business — 17 %
- sofr options trade facilitation — 17 %
- closing business — 17 %
- compliance adherence — 17 %
- client communication — 17 %
- crafting investment strategies — 17 %
- financial needs assessment — 17 %
- investment plan implementation — 17 %
- desk analytics contribution — 17 %
- guiding financial decisions — 17 %
- market awareness maintenance — 17 %
- market commentary — 17 %
- market monitoring — 17 %