ANZSCO 2223 金融投资顾问和管理人 FINANCIAL INVESTMENT ADVISERS AND MANAGERS - FLYabroad

ANZSCO 2223 金融投资顾问和管理人 FINANCIAL INVESTMENT ADVISERS AND MANAGERS - FLYabroad

ANZSCO 2223 金融投资顾问和管理人职责概述 - FLYabroad

  • 金融投资顾问和管理人为个人与团体组织财政计划,投资管理基金 FINANCIAL INVESTMENT ADVISERS AND MANAGERS develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

ANZSCO 2223 金融投资顾问和管理人技能要求 Indicative Skill Level - FLYabroad

  • 澳大利亚和新西兰 In Australia and New Zealand:
  • 此类别职业需要本科或更高学位。至少5年的相关工作经验可以取代正式的学历要求;在一些情况下,除了正式的学历,还要求相关的工作经验和在职培训经历。可能需要注册或工作许可。 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 金融投资顾问和管理人主要职责 Tasks Include - FLYabroad

  • 对潜力客户进行面试以确定其财政地位与目标,讨论期权,金融计划与投资策略。interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • 监督投资效益,基于市场需要与变化修订投资计划 monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • 为客户推荐,安排保险范围 recommending and arranging insurance cover for clients
  • 为客户买卖股票与债券 arranging to buy and sell stocks and bonds for clients
  • 建议投资计划,资金来源,收入分配 advising on investment strategies, sources of funds and the distribution of earnings
  • 设置财政目标并执行可达到财政目标的计划 setting financial objectives, and developing and implementing strategies for achieving the financial Objectives
  • 管理个人退休金与单位信托基金 managing funds raised from personal superannuation savings policies and unit trusts
  • 协助满足退休金要求 assisting in meeting superannuation compliance requirements
  • 指导财政,会计,投资信息的收集;报表,预算的准备等 directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • 指引客户到其他组织以获取财政计划内服务 may refer clients to other organisations to obtain services outlined in financial plans

ANZSCO 2223 金融投资顾问和管理人职位列表 List of occupations - FLYabroad - FLYabroad

  • 222311 金融投资顾问 Financial Investment Adviser
  • 222312 金融投资管理人Financial Investment Manager

222311 金融投资管理人FINANCIAL INVESTMENT ADVISER

  • 替代职位 Alternative Title:
  • 财务策划 Financial Planning Adviser
  • 为个人,组织提供财政计划,并就投资策略,税务影响,有价证券,保险,抚恤金计划及地产提供指导。可能需要注册或工作许可。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.
  • 技术等级:1 Skill Level: 1

222312 金融投资管理人 FINANCIAL INVESTMENT MANAGER

  • 替代职位 Alternative Title:
  • 有价证券管理人 Portfolio Manager
  • 代表他人在达成协议期限内投资并管理财产从而盈利。可能需要注册或工作许可。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.
  • 技术等级:1 Skill Level: 1
  • 职业方向方向:Specialisations:
  • 退休金经理 Superannuation Funds Manager
  • 投资公司经理 Unit Trust Manager

本文由飞出国(FLYabroad @Copyright)独家整理完成,请尊重知识产权,不要以任何形式散布和传播。

1 个赞
  • 接下来的5年内,即截止到2019年11月,金融投资顾问的职位空缺数量预计将会高于一般水平,处于25001-50000之间。职位空缺包括就业增长和人员流动(人员流动指的是工人的换岗或者离职)。

  • 在过去5年里,该职业就业情况增长非常强劲(以百分比计算),且从长期来看(10年)该职业就业情况也增长强劲。预计到2019年11月,金融投资顾问就业情况将会非常强劲地增长。

  • 这是一个需求量非常大的职业(2014年11月的需求量达49100个),表明该职业在大部分地区都有就业机会。

  • 金融投资顾问中全职工作者比例高于所有职业平均比例,占83.9%。全职金融投资顾问,平均每周工作42.8小时(所有职位平均每周40.9小时),收入较高,一般10位数。此外,金融投资顾问失业率等于所有职业平均失业率。

  • 金融投资顾问教育水平普遍是学士学位,其中约占43.0%。

  • 金融投资顾问主要从事金融与保险服务、专业、科学与技术服务和租赁、雇佣与房地产服务。

  • Over the five years to November 2019, the number of job openings for Financial Investment Advisers and Managers is expected to be above average (between 25,001 and 50,000). Job openings count both employment growth and turnover (defined as workers leaving their occupation for other employment or leaving the workforce). Further information about job openings and projected employment growth is available on the Help page.
  • Employment for this occupation rose very strongly (in percentage terms) in the past five years and rose strongly in the long-term (ten years). Looking forward, employment for Financial Investment Advisers and Managers to November 2019 is expected to grow very strongly.
  • This is a very large occupation (49,100 in November 2014) suggesting that opportunities should be available in most regions.
  • Financial Investment Advisers and Managers have an above average proportion of full-time jobs (83.9 per cent). For Financial Investment Advisers and Managers working full-time, average weekly hours are 42.8 (compared to 40.9 for all occupations) and earnings are high - in the tenth decile. Unemployment for Financial Investment Advisers and Managers is average.
  • The most common level of educational attainment for Financial Investment Advisers and Managers is Bachelor degree (43.0 per cent).
  • Financial Investment Advisers and Managers are mainly employed in Financial and Insurance Services, Professional, Scientific and Technical Services and Rental, Hiring and Real Estate Services.

Key Indicators

Key Indicators graph - see table below for a summary

These data show 9 key indicators for this occupation - employment size, full-time share of employment, earnings, unemployment, historical employment growth (long-term, medium term and short-term), future employment growth, mix of industries and job openings. Estimates have been rounded and consequently some discrepancies may occur between sums of the component items and totals.

2223 Job Prospects

2223 职业统计数据 Statistics

  • 周薪(税前)Weekly Earnings (before tax)

周薪(税前)Weekly Earnings (before tax)

  • 就业水平 Employment Level (thousands)

就业水平 Employment Level (thousands)

  • 增长比例 Recent Job Growth (per cent)

增长比例 Recent Job Growth (per cent)

  • 按性别计算就业增长 Employment Growth by Gender (thousands)

  • 性别比例 Gender (per cent share)

性别比例 Gender (per cent share)

  • 周工作小时数 Weekly Hours Worked

周工作小时数 Weekly Hours Worked

  • 年龄 Age Profile (per cent share)

  • 各州就业比例 Employment by State and Territory (per cent share)

  • 所在行业 Main Employing Industries (per cent share)

  • 教育程度 Educational Attainment (per cent of employment)

2223 职业找工作信息

数据来源: abs.gov.au 及 joboutlook.gov.au

本文由飞出国(FLYabroad @Copyright)独家整理完成,请尊重知识产权,不要以任何形式散布和传播。

1 个赞