asset manager
Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.
Also called: wealth management adviser, assets manager, asset portfolio manager, wealth manager, financial advisor, independent financial advisor, wealth management advisor, asset management adviser
- 22
- essential skills
- 18
- optional skills
- 8
- related roles
- 3311
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- investment fund managerWhat changes?17 skills in common
- investment managerWhat changes?14 skills in common
- credit manager12 skills in common
- insurance product manager12 skills in common
- investor relations managerWhat changes?12 skills in common
- bank treasurer11 skills in common
- credit union manager11 skills in common
- financial risk manager11 skills in common
Essential skills
22- actuarial science
- advise on financial matters
- advise on risk management
- analyse financial performance of a company
- analyse financial risk
- analyse market financial trends
- asset management
- corporate social responsibility
- develop investment portfolio
- enforce financial policies
- examine credit ratings
- financial analysis
- financial markets
- financial statements
- follow company standards
- handle financial transactions
- liaise with managers
- manage financial risk
- modern portfolio theory
- perform asset recognition
- review investment portfolios
- strive for company growth
Optional skills
18- apply credit risk policy
- apply technical communication skills
- consult credit score
- create a financial plan
- credit control processes
- exert expenditure control
- financial management
- funding methods
- handle financial disputes
- identify clients' needs
- interpret financial statements
- negotiate loan agreements
- negotiate on asset value
- obtain financial information
- plan health and safety procedures
- provide support in financial calculation
- review closing procedures
- securities
No account needed to start
How close are you to being a asset manager?
MyNodes reads your CV once, maps it to this same taxonomy, and shows you which roles you are already closest to and the few skills that would open the most doors. The file is deleted as soon as it has been read.