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222312 金融投資經理 Financial Investment Manager

職業綜述
州擔保詳情
ANZSCO代碼和職業描述
職業類別

222312: 金融投資經理 FINANCIAL INVESTMENT MANAGER SKILL LEVEL 1

MLTSSL	Medium and Long-term Strategic Skills List
STSOL	Short-term Skilled Occupation List
ROL	Regional Occupation List

GENERAL SKILLED VISA 189

無資格

Assessing Authority: VETASSESS

State		Capital	Visa subclass 190	Visa subclass 491
ACT	Australian Capital Territory	Canberra	Yes	Yes
NSW	New South Wales	Sydney	Yes	Yes
NT	Northern Territory	Darwin	Yes	Yes
QLD	Queensland(Offshore list)	Brisbane
SA	South Australia	Adelaide	Yes	Yes
TAS	Tasmania (Category 1)	Hobart	Yes	Yes
VIC	Victoria	Melbourne	Yes	Yes
WA	Western Australia (General stream)	Perth

Yes：有資格Occupation may be Eligible

Yes：補充技術清單或特殊情況適用的職業 Occupation in the "Supplementary Skilled List" or "Special Conditions Apply"

Yes：職業不在"State Occupation List"或職業狀態為“Closed”，但若滿足條件仍有機會申請

？：點擊州擔保詳情查看詳情

ACCESS LIST
Status	State/Region	Type Visa	Explanation/Additional Requirements
Closed	New South Wales	Visa subclass 190
Open	New South Wales	Visa subclass 491 (regional)

ACCESS LIST
Status	Explanation
Closed	You may be eligible to apply for ACT nomination if you meet the nomination criteria.

ACCESS LIST
Status	English Requirements	Comments
Open	Minimum of IELTS 6 in each band or equivalent

ACCESS LIST
List	Explanation	Additional Requirements
Supplementary Skilled List	Occupations only available if you meet the additional requirements listed here	Competent Plus English (or Proficient overall);

ACCESS LIST
Status	Important Information
Open

2223金融投資顧問和管理人

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。可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

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NSW

ACT

NT

SA

TAS

222312 金融投資經理職業描述 Job description

金融投資經理代表他人在達成協議期限內投資并管理財產從而盈利。可能需要注冊或工作許可。

222312 金融投資經理職位別名

222312 有價證券管理人 Portfolio Manager
222312 退休金經理 Superannuation Funds Manager
222312 投資公司經理 Unit Trust Manager

222312 金融投資經理技術等級 Skill level

金融投資經理的技能等級為1 （ANZSCO Skill Level 1）

222312 金融投資經理所屬職業列表

222312 金融投資經理澳洲技術移民職業評估 Skills assessment authority

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