Financial Broker Business & Administration Technicians

The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.

Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.

Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction

The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …

Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.

Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.

Keep track of and finalise all formal documents representing the financial transactions of a business or project.

Predict and manage financial risks, and identify procedures to avoid or minimise their impact.

Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

Protect the interests and needs of a client by taking necessary actions, and researching all possibilities, to ensure that the client obtains their favoured outcome.

Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

Collect, revise and put together financial information coming from different sources or departments in order to create a document with unified financial accounts or plans.

Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.

The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an …

Recommended Books

1 book

Mathematical Portfolio Theory and Analysis

Siddhartha Pratim Chakra…

2023

Preview

The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity …

Recommended Books

1 book

Banking books World of banking: Exploring worldwide financial systems

Yash Modi, Tarun Tilokch…

2023

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Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a …

Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.

Evaluate and monitor the financial health, the operations and financial movements expressed in the financial statements of the company. Revise the financial records to ensure stewardship and governability.

Handle disputes between individuals or organisations, either public or corporate, which deal with financial matters, accounts, and taxation.

Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

Work with financial instruments such as stocks, bonds, mutual funds and derivatives.

Prepare, compile and communicate reports with broken down cost analysis on the proposal and budget plans of the company. Analyse the financial or social costs and benefits of a project …

Provide colleagues, clients or other parties with financial support for complex files or calculations.

Meet with clients to review or update an investment portfolio and provide financial advice on investments.

Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.

Direct and coordinate the organisation's financial operations and budget activities, in order to optimise financial performance.