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Financial Investment Adviser and Manager

Investment Advisers and Managers assist clients with their financial goals; they research, evaluate and assist with financial opportunities for their clients. They formulate plans, invest, and manage their clients funds. An adviser or manager may assist clients with insurance, stocks and bonds, loans, and savings.

Duties and tasks

  • Analyse client finances and budget and formulate a strategy to meet long term goals
  • Ensure all transactions meet the legal requirements
  • Listen to clients goals and values, then research opportunities to meet those goals
  • Make transactions on behalf of clients via phone, internet, or in person
  • Monitor markets and stay up-to-date with trends
  • Prepare documents such as reports and statements

Skills required

  • Communication
  • Decision Making
  • Knowledge of Laws and Regulations
  • Organisation
  • Strong Attention to Detail
  • Writing

Working conditions

Financial Investment Advisers and Managers work indoors in an office setting; they may work in a small office or in a larger office building, depending upon their position. They may also travel to meet with clients. Because of the nature of their work, they must take precautions against injuries, such as carpal tunnel syndrome. Financial advisers and managers generally work full-time in a regular Monday through Friday work week.

Professional associations / Industry information

Australian Securities and Investments Commission
http://www.asic.gov.au/

Financial Planning Association of Australia Ltd
http://www.fpa.asn.au/

The Institute of Chartered Accountants in Australia (ICAA)
http://www.charteredaccountants.com.au/

Related jobs and job titles

  • Accountant
  • Actuary
  • Auditor
  • Financial Dealer
  • Financial Planner
  • Financial Planning Adviser
  • Financial Trader
  • Investment Consultant
     

Related degrees

Related subjects