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UNIT GROUP 2221 金融證券師 FINANCIAL BROKERS
ANZSCO 2221 金融證券師職責概述
• 金融證券師主要作為獨立代理人來促進商品交易并為客戶準備保險和貸款 FINANCIAL BROKERS operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients.
ANZSCO 2221 金融證券師技能要求 Indicative Skill Level
• 此類別的多數(shù)職業(yè)要求以下學歷和經(jīng)驗：Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
• 澳大利亞 In Australia:
• 澳大利亞學歷體系下的大專學歷，高級畢業(yè)文憑和畢業(yè)文憑.AQF Associate Degree, Advanced Diploma or Diploma (ANZSCO Skill Level 2)
• 新西蘭 In New Zealand:
• 新西蘭體系下的大專水平（2級技術(shù)水平）至少3年的相關(guān)工作經(jīng)驗可以取代正式的學歷要求。在一些情況下，除了正式的學歷要求，同樣需要相關(guān)的工作經(jīng)驗和/或在職培訓經(jīng)歷。NZ Register Diploma (ANZSCO Skill Level 2)At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.Registration or licensing may be required.
ANZSCO 2221 金融證券師主要職責 Tasks Include
• 監(jiān)測影響商品供需的商品價格，趨勢和其他因素 monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
• 協(xié)商商品的購買和銷售，如谷物，羊毛，礦物和金屬產(chǎn)品 negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
• 決定客戶特殊的金融和保險需求，調(diào)查和審查可行的金融和保險產(chǎn)品以滿足客戶需求 determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
• 分析客戶的財務狀況，討論金融期權(quán)并制定財務政策 analysing clients' financial status, discussing financial options and developing financial strategies
• 推薦滿足客戶需求的貸款組合 recommending loan combinations that meet clients' needs
• 與潛在的客戶面談以說明保險政策條件，保險范圍，保險費率和收益，對保險數(shù)額和范圍進行建議 interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
• 通過銀行，貸款人，融資人和保險公司為客戶準備保險，住房代理抵押和其他金融產(chǎn)品 arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
• 準備能夠體現(xiàn)金融條件，還款和貸款日期的相關(guān)文件 preparing documents which set out the conditions of finance, repayments and loan periods
• 對客戶保險重要的風險變化進行鑒別和建議 identifying and advising on significant risk changes to clients' insurance
• 代理綜合和商務租賃，設備融資，商業(yè)融資，項目融資以及資產(chǎn)開發(fā)金融 broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers
ANZSCO 2221 金融證券師職位列表 List of occupations
• 222111 商品交易人 Commodities Trader
• 222112 金融經(jīng)紀師 Finance Broker
• 222113 保險經(jīng)紀人 Insurance Broker
• 222199 其他財務經(jīng)紀人 Financial Brokers nec
222111 商品買賣商 COMMODITIES TRADER
• 可替換的職業(yè) Alternative Title:
• 商品經(jīng)紀人 Commodities Broker
• 作為獨立的代理操作并匯集買賣商品，通過市場協(xié)商進行私人買賣 Operates as an independent agent to bring together buyers and sellers of commodities, negotiates private sales and arranges sales through established market places.
• 技術(shù)等級：2 Skill Level: 2
• 職業(yè)方向： Specialisations:
• 能源買賣商 Energy Trader
• 谷物采購人 Grain Buyer
• 家畜交易人 Livestock Trader
• 媒介采購員 Media Buyer
• 羊毛采購中間人 Wool Broker
222112 金融經(jīng)紀師 FINANCE BROKER
• 在金融談判期間，作為獨立代理為客戶操作并進行借貸。可能需要注冊或工作許可。 Operates as an independent agent in the course of financial negotiations and arranges loans of money on behalf of clients. Registration or licensing is required.
• 技術(shù)等級：2 Skill Level: 2
• 職業(yè)方向： Specialisations:
• 租賃經(jīng)紀人 Lease Broker
• 借貸經(jīng)紀人 Mortgage Broker
222113 保險經(jīng)紀人 INSURANCE BROKER
• 為相關(guān)保險公司作為獨立代理人出售人壽保險，火險，意外事故險，工業(yè)險或其他險種。可能需要注冊或工作許可。 Operates as an independent agent to sell life, fire, accident, industrial or other forms of insurance for a range of insurance companies. Registration or licensing may be required.
• 技術(shù)等級：2 Skill Level: 2
222199 其他金融經(jīng)紀師 FINANCIAL BROKERS NEC
• 此類別職業(yè)包括其他未劃分的金融經(jīng)紀師。可能需要注冊或工作許可。 This occupation group covers Financial Brokers not elsewhere classified. Registration or licensing may be required.
• 技術(shù)等級：2 Skill Level: 2
• 此類別職業(yè)包括 Occupations in this group include:
• 投資經(jīng)紀師 Investment Broker
