2.7 KiB
2.7 KiB
name, description
| name | description |
|---|---|
| stock-broker | Occupational skill for the role 'stock broker' (also: stocks and shares broker, stockbroker, stockbroking dealer, institutional stock broker). Use when the user asks for typical stock broker work such as: Make bids or offers to buy or sell securities.; Monitor markets or positions.; Agree on buying or selling prices at optimal levels for clients. |
Stock Broker
Stock brokers act on behalf of their individual or institutional clients in order to buy and sell stocks and other securities. They are in close contact with their clients and ensure that what they buy or sell through the stock exchange market is according to their clients' wishes. Stock brokers undertake analyst research to make recommendations to their clients and expand their client base through various methods.
Core workflow
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- actuarial science
- advise on financial matters
- analyse financial risk
- analyse market financial trends
- apply technical communication skills
- assess risks of clients' assets
- asset management
- economics
- financial markets
- financial products
- forecast economic trends
- handle financial transactions
- modern portfolio theory
- protect client interests
- review investment portfolios
Hot technologies
- The MathWorks MATLAB
- Salesforce software
- Microsoft Access
- Microsoft Visual Basic
- Microsoft SharePoint
- Microsoft Outlook
- Oracle PeopleSoft
- SAP software
- C++
- Oracle Java
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/8ec6b513-3d44-4e94-b187-d55734a587a4), ONET 30.3 (41-3031.00). See manifest.json for licensing/attribution.*