Job catalog - Employment
Cataleg D ocupacions capçalera
Breadcrumb
Catalogue of occupations
Ocupacions
Investment adviser
Ria Corporate investment adviser Financial and investment adviser Investing director Investment adviser Investment advisor Investment consultant Investment executive Investment manager
Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
Tasks
(a) Building and maintaining a client base;
(b) Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
(c) Setting financial objectives, and developing and implementing strategies for achieving the financial objectives;
(d) Arranging to buy and sell stocks and bonds for clients;
(e) Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
(f) Recommending and arranging insurance cover for clients.
Knowledge
- Finance, banking and insurance
Digital competencies
- Providing financial advice
- Analysing financial and economic data
- Developing professional relationships or networks
- Monitoring financial and economic resources and activity
- Analysing business operations
Digital competencies
No skills and knowledge of the occupation have been found. Only skills and knowledge relevant and requested by companies in their job offers are displayed.
Personal competencies
- Processing information, ideas and concepts
- Supporting others
- Demonstrating willingness to learn
- Communicating
Professional groups of the occupation
Skilled agricultural, forestry and fishery workers
Market-oriented skilled forestry, fishery and hunting workers
Fishery workers, hunters and trappers
Services managers not elsewhere classified
Other occupations of the professional group
Do you want to know what the hiring rate for this occupation is in the market?
Contracts and job seekers in the last year in Barcelonès
Services managers not elsewhere classified
159
Number of contracts in Barcelonès
75,71%
Percentage of contracts in Catalonia
6,00% Interannual variation of contracts in Barcelonès
93,71%
Permanent contracts over total contracts in Barcelonès
5,66%
Part-time contracts
1,03% Turnover index
220
Average of job seekers in Barcelonès
7%
Interannual variation of job seekers in Barcelonès
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
The market for this profile is hiring
Contracts in u00e8 over the past year by sex and age
Contracts by gender in Barcelonès.
Market-oriented skilled forestry, fishery and hunting workers
52%
48%
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
Contracts by age groups.
Market-oriented skilled forestry, fishery and hunting workers
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
What vacancies are published in the professional family?
Vacancies published by professional family and type of contract in Barcelonès over the past year
Fishery workers, hunters and trappers
| Occupation | Vacancies | Permanent contracts |
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Data source: Data generated from the analysis of Lightcast data and the Observatory of Work and Productive Model of the Government of Catalonia.
What experience is required for the vacancies? Which sectors are looking for this occupation?
Services managers not elsewhere classified
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
The vacancies published are for working in:
Job vacancies posted by county
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
Occupations that share knowledge and skills
This service uses the ESCO classification of the European Commission.
