develop investment portfolio
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 technical disasters.
Also called: develop zero-investment portfolio, develop a portfolio, develop financial portfolio, develop market portfolio
- 26
- occupations list it
- 9
- as essential
- 17
- as useful
Useful for
17- actuarial consultant
- corporate banking adviser
- credit adviser
- credit analyst
- credit union manager
- financial analyst
- financial planner
- financial trader
- insurance broker
- insurance collector
- insurance product manager
- insurance underwriter
- investment adviser
- personal trust officer
- securities trader
- stock trader
- venture capitalist
Definition from ESCO, published by the European Commission. Source concept
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