Financial Investment Manager

Overview

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.

Skills

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 some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).

Tasks

  • interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • recommending and arranging insurance cover for clients
  • arranging to buy and sell stocks and bonds for clients
  • advising on investment strategies, sources of funds and the distribution of earnings
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • managing funds raised from personal superannuation savings policies and unit trusts
  • assisting in meeting superannuation compliance requirements
  • directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • may refer clients to other organisations to obtain services outlined in financial plans

Alternative Titles

  • Portfolio Manager

Specialisations

  • Superannuation Funds Manager
  • Unit Trust Manager

Related Occupations

Source: 1220.0 - ANZSCO - Australian and New Zealand Standard Classification of Occupations, First Edition.
Note: The tasks associated with the occupation are to be used as guidance only. The tasks listing may include tasks associated with the grouping/category to which the occupation belongs.

Training Pathways

6 courses found.

Course name Providers
FNS51022: Diploma of Financial Markets
View on:
Training.gov.au
FNS50722: Diploma of Superannuation
View on:
Training.gov.au
FNS50715: Diploma of Superannuation
View on:
Training.gov.au
Superseded by:
FNS50720 : Diploma of Superannuation
FNS40920: Certificate IV in Superannuation
View on:
Training.gov.au
Offered as:
Traineeship
View Providers
FNS40915: Certificate IV in Superannuation
View on:
Training.gov.au
Offered as:
Traineeship
Superseded by:
FNS40920 : Certificate IV in Superannuation
11099NAT: Diploma of Company Analysis and Portfolio Management
View on:
Training.gov.au
View Providers