These specialists advise clients (individuals or companies) about the suitability of possible investment prospects. In order to achieve this, they study the trends in the various financial markets in which they operate, negotiating the conditions for operations and monitoring the process for the execution of orders for the "placement" of financial products. In short, they act as intermediaries between their clients and financial operators. Due to the substantial links between the international capital markets, these professionals must have a sound knowledge of financial markets (and the products that are part of transactions) both in Spain and abroad. They should also have an expert knowledge of the regulations that govern these financial operations.

• Study, analyse and collection the information published about different financial markets, both national and foreign (in newspapers and in particular online, through stockbrockers, banks, etc.).
• Use this information to analyse the risk of different investments and their profitability.
• Produce forecasts on trends in the markets and affecting specific securities.
• Study the tax repercussions of the various investment transactions.

• Act as an intermediary between their clients and the Stock Brokerage Firms and Agencies who carry out the transactions, with whom they negotiate the financial conditions of the aforementioned transactions.
• Ensure the completion of the necessary technical and administrative in order to make the investments.
• Monitor the performance of these investments.
• Notify their clients of this performance and of the most suitable measures to be taken in each case.

Regulated training and graduates

• Grau: Administració d'empreses i gestió de la innovació
• Grau: Administració i direcció d'empreses
• Grau: Economia
• Grau: Economia i gestió
• Grau: Ciències empresarials-management
• Grau: Comptabilitat i finances

Complementary training

Other specific skills

Analytical thought: Level 3

Customer orientation: Level 3

Negotiation: Level 1

Flexibility and change management: Level 2

Learning and use of knowledge: Level 2

Networking: Level 2

Customer service

Direct and personal interaction with people and relating to the public are highly-motivating activities for individuals who have an interest in the field of customer service. A focus on people and on satisfying customers' needs is key in the occupations included in this field. These jobs entail the need to know suitable techniques for attending to the public and being able to give appropriate service that is tailored to their needs and expectations. Good examples are activities which offer assistance and guidance during functions, trips or at facilities, and those which provide advice in relation to products and services.

Management

The organisation, administration and control of a company or entity are the main interests of people related to the management field. Activities included in this field of interest vary from effective resource management, feasibility analyses and solving business problems to the development of skills and fostering of motivation in relation to human resources. Knowledge regarding specific techniques of strategic administration and business management are required to carry out these activities.

Expert auditor

Financial advisor

Actuary

Financial advisor

Stock market trader

• Work hours

  They normally work eight hours a day.

• Salary

  This professional's salary can vary significantly and depends on experience, skills and the size of the company for which they work. It normally ranges from 20.993 to 33.101 euros a year gross. Median: 26.361 euros annum gross.
  
  Source: Report "Observatory of Jobs and Salaries of the Labour Market. Barcelona Activa", elaborated by ICSA Grupo. April 2015.

• Professional category

  Technician

• Human resources and equipment

  The human resources required to set up a consulting firm or agency in the financial sector are: specialised staff (senior or junior) and the material resources needed to carry out the work (it is essential to have appropriate computer resources).

• Initial investments

  The investment that must be made (as a self-employed worker) is the cost of the computer equipment and transport. If the person has established a consulting firm or agency, the investment required relates to the setting up of a business with some sort of infrastructure (premises, workers, computer and support system).