Financial And Investment Advisers
Financial and Investment Advisers develop financial plans for individuals and organisations and invest and manage funds on their behalf.
Analyse market conditions or trends
Analyse market conditions or trends
A person working in this occupation might be likely to spend 16% of their time on this task.
This specific skill is part of the “Analyse market data and trends” within the “Data, analytics, and databases” skills cluster family.
Develop business relationships
Develop business relationships
A person working in this occupation might be likely to spend 13% of their time on this task.
This specific skill is part of the “Develop business or market strategies” within the “Business operations and financial activities” skills cluster family.
Educate clients on financial planning topics
Educate clients on financial planning topics
A person working in this occupation might be likely to spend 10% of their time on this task.
This specific skill is part of the “Provide financial advice” within the “Business operations and financial activities” skills cluster family.
Recommend investments to clients
Recommend investments to clients
A person working in this occupation might be likely to spend 9% of their time on this task.
This specific skill is part of the “Identify and recommend investments to clients” within the “Business operations and financial activities” skills cluster family.
Correspond with customers to answer questions or resolve complaints
Correspond with customers to answer questions or resolve complaints
A person working in this occupation might be likely to spend 9% of their time on this task.
This specific skill is part of the “Provide customer service and communicate information” within the “Customer service” skills cluster family.
Implement financial decisions
Implement financial decisions
A person working in this occupation might be likely to spend 8% of their time on this task.
This specific skill is part of the “Undertake financial reporting, documentation and analysis” within the “Business operations and financial activities” skills cluster family.
Assess financial status of clients
Assess financial status of clients
A person working in this occupation might be likely to spend 7% of their time on this task.
This specific skill is part of the “Manage, monitor and undertake financial activities” within the “Business operations and financial activities” skills cluster family.
Analyse business or financial data
Analyse business or financial data
A person working in this occupation might be likely to spend 7% of their time on this task.
This specific skill is part of the “Manage, monitor and undertake financial activities” within the “Business operations and financial activities” skills cluster family.
Identify strategic business investment opportunities
Identify strategic business investment opportunities
A person working in this occupation might be likely to spend 6% of their time on this task.
This specific skill is part of the “Develop business or market strategies” within the “Business operations and financial activities” skills cluster family.
Disburse funds from clients’ accounts to creditors
Disburse funds from clients’ accounts to creditors
A person working in this occupation might be likely to spend 6% of their time on this task.
This specific skill is part of the “Conduct financial transactions or processes” within the “Business operations and financial activities” skills cluster family.
Advise others on financial matters
Advise others on financial matters
A person working in this occupation might be likely to spend 3% of their time on this task.
This specific skill is part of the “Provide financial advice” within the “Business operations and financial activities” skills cluster family.
Interview clients to gather financial information
Interview clients to gather financial information
A person working in this occupation might be likely to spend 2% of their time on this task.
This specific skill is part of the “Communicate with others to coordinate work” within the “Communication and collaboration” skills cluster family.
Prepare financial documents, reports or budgets
Prepare financial documents, reports or budgets
A person working in this occupation might be likely to spend 0.83% of their time on this task.
This specific skill is part of the “Undertake financial reporting, documentation and analysis” within the “Business operations and financial activities” skills cluster family.
Interpret financial information for others
Interpret financial information for others
A person working in this occupation might be likely to spend 0.83% of their time on this task.
This specific skill is part of the “Provide financial advice” within the “Business operations and financial activities” skills cluster family.
Confer with others about financial matters
Confer with others about financial matters
A person working in this occupation might be likely to spend 0.49% of their time on this task.
This specific skill is part of the “Provide financial advice” within the “Business operations and financial activities” skills cluster family.
Compute debt repayment schedules
Compute debt repayment schedules
A person working in this occupation might be likely to spend 0.44% of their time on this task.
This specific skill is part of the “Conduct financial transactions or processes” within the “Business operations and financial activities” skills cluster family.
Malaysia Standard Industrial Classification (MSIC)
National Education Code (NEC)
0411: Accounting, Auditing and Taxation
0412: Finance, Banking and Insurance
0413: Islamic Banking and Finance
0414: Management and Administration
Cluster Families
Key
T
Trending Skills
Skills that have increased in demand over the past few years based on job advertisement data
E
Emerging Skills
Skills that are new to this occupation within the last five years based on job advertisement data
Job advertisement data is current to 31 December 2021