Financial Trader Business & Administration Technicians

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 infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.

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.

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

Analyse developments in national or international trade, business relations, banking, and developments in public finance and how these factors interact with one another in a given economic context.

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

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.

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.

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

Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

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

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.

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 methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide …

Recommended Books

2 books

Study Guide to Financial Markets

Cybellium

2024

Preview

Handbook of Investment Analysis, Portfolio Management, and Financial Derivatives

Cheng F. Lee

2023

The market in which shares of publicly held companies are issued and traded.

Recommended Books

2 books

How the Stock Market Works

Michael Becket

2025

Preview

Beginner Guide to the Stock Market

Jamie Thomson

2020

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 …

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1 book

Banking and Financial Markets

Paola Ferretti, Pierluig…

2023

Preview

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 …

Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.

Identify, evaluate and determine the actual and potential risks of your clients' assets, considering confidentiality standards.

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 …

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

Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and …

Gather and analyse economic data in order to predict economic trends and events.

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

Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.

Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.

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

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.

Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhance profitability and to reach the best performance.