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Major Group
2
Professionals
Sub-Major Group
24
Business and Administration Professionals
Minor Group
241
Finance Professionals
Unit Group
2412
Financial and Investment Advisers
Minor Unit Group
MASCO Code
2412
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Financial and Investment Advisers
Financial and Investment Advisers develop financial plans for individuals and organisations and invest and manage funds on their behalf.
Tasks
Analysing the financial profile of companies for the purpose of making investment recommendations.
Building and maintaining a client base.
Interviewing clients to determine financial status and objectives, modified risk and other information needed to plan financial and investment strategies.
Overseeing and coordinating treasury activities such as foreign exchange, money market and bond transactions.
Arranging to buy and sell stocks and bonds for clients.
Monitoring investment performance and reviewing investment plans based on modified needs and changes in markets.
Carrying out inspections, research and analysis of real estate details for the purpose of providing valuation reports.
Enhancing knowledge and coordinating work performance.
Performing related tasks.
Related Courses
MASCO
Hi, I can assist you with questions related to the Malaysia Standard Classification of Occupations (MASCO).
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