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UNIT GROUP 2223 金融投資顧問和管理人 FINANCIAL INVESTMENT ADVISERS AND MANAGERS
ANZSCO 2223 金融投資顧問和管理人職責概述
• 金融投資顧問和管理人為個人與團體組織財政計劃，投資管理基金 FINANCIAL INVESTMENT ADVISERS AND MANAGERS develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
ANZSCO 2223 金融投資顧問和管理人技能要求 Indicative Skill Level
• 澳大利亞和新西蘭 In Australia and New Zealand:
• 此類別職業需要本科或更高學位。至少5年的相關工作經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，還要求相關的工作經驗和在職培訓經歷?？?能需要注冊或工作許可。 Most occupations in this unit group have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In someinstances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).Registration or licensing may be required.
ANZSCO 2223 金融投資顧問和管理人主要職責 Tasks Include
• 對潛力客戶進行面試以確定其財政地位與目標，討論期權，金融計劃與投資策略。interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
• 監督投資效益，基于市場需要與變化修訂投資計劃 monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
• 為客戶推薦，安排保險范圍 recommending and arranging insurance cover for clients
• 為客戶買賣股票與債券 arranging to buy and sell stocks and bonds for clients
• 建議投資計劃，資金來源，收入分配 advising on investment strategies, sources of funds and the distribution of earnings
• 設置財政目標并執行可達到財政目標的計劃 setting financial objectives, and developing and implementing strategies for achieving the financial Objectives
• 管理個人退休金與單位信托基金 managing funds raised from personal superannuation savings policies and unit trusts
• 協助滿足退休金要求 assisting in meeting superannuation compliance requirements
• 指導財政，會計，投資信息的收集；報表，預算的準備等 directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
• 指引客戶到其他組織以獲取財政計劃內服務 may refer clients to other organisations to obtain services outlined in financial plans
ANZSCO 2223 金融投資顧問和管理人職位列表 List of occupations
• 222311 金融投資顧問 Financial Investment Adviser
• 222312 金融投資管理人Financial Investment Manager
222311 金融投資管理人FINANCIAL INVESTMENT ADVISER
• 替代職位 Alternative Title:
• 財務策劃 Financial Planning Adviser
• 為個人，組織提供財政計劃，并就投資策略，稅務影響，有價證券，保險，撫恤金計劃及地產提供指導?？赡苄枰曰蚬ぷ髟S可。Develops and implements financial plans for individuals or organisations, and advises on investment strategies and their taxation implications, securities, insurance, pension plans and real estate. Registration or licensing may be required.
• 技術等級：1 Skill Level: 1
222312 金融投資管理人 FINANCIAL INVESTMENT MANAGER
• 替代職位 Alternative Title:
• 有價證券管理人 Portfolio Manager
• 代表他人在達成協議期限內投資并管理財產從而盈利?？赡苄枰曰蚬ぷ髟S可。Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing may be required.
• 技術等級：1 Skill Level: 1
• 職業方向方向：Specialisations:
• 退休金經理 Superannuation Funds Manager
• 投資公司經理 Unit Trust Manager
