ANZSCO 2223 金融投资顾问和经理 | Financial Investment Advisers and Managers
ANZSCO 单元组 2223 - 金融投资顾问和经理（英文：Financial Investment Advisers and Managers）
金融投资顾问和经理为个人和组织制定财务计划，并代表他们投资和管理资金。
| ANZSCO | 澳大利亚和新西兰标准职业分类 2022 |
|---|---|
 职业类别 |
金融投资顾问和经理 Financial Investment Advisers and Managers |
 ANZSCO 代码 |
2223 |
 层级 |
单元组（Unit Group） |
 上级分类 |
2 > 22 > 222 |
 技能等级 |
见具体职业 |
 版本 |
2022 (22/11/2022) |
职业定义
金融投资顾问和经理为个人和组织制定财务计划，并代表他们投资和管理资金。
技能等级要求
本单元组中的大多数职业具有与以下所列资格和经验相称的技能水平。在某些情况下，可能除正式资格外还需要相关经验和/或在职培训。
澳大利亚 (Australia):
| 技能等级 | 学历要求 | 经验替代 |
|---|---|---|
| 等级 1 | 学士学位或更高学历 | 至少五年相关工作经验 |
新西兰 (New Zealand):
| 技能等级 | 学历要求 | 经验替代 |
|---|---|---|
| 等级 2 | NZQF 文凭 | 至少三年相关工作经验 |
在某些情况下，除了正式资格外，还可能需要相关经验和/或在职培训。需要注册或许可。
主要任务
客户咨询：采访潜在客户以确定财务状况和目标，讨论财务选择并制定财务计划和投资策略
业绩监控：监控投资业绩，并根据需求变化和市场变化审查和修订投资计划
保险推荐：为客户推荐和安排保险覆盖
股票债券交易：为客户安排购买和出售股票和债券
投资策略建议：就投资策略、资金来源和收益分配提供建议
目标设定：设定财务目标，并制定和实施实现财务目标的策略
基金管理：管理从个人养老金储蓄政策和单位信托筹集的资金
养老金合规：协助满足养老金合规要求
信息收集：指导收集财务、会计和投资信息以及预算、报告、预测和法定申报的准备工作
客户转介：可能将客户转介给其他组织以获得财务计划中概述的服务
具体职业（2 个）
| 代码 | 中文名称 | 英文名称 |
|---|---|---|
| 222311 | 金融投资顾问 | Financial Investment Adviser |
| 222312 | 金融投资经理 | Financial Investment Manager |
222311 金融投资顾问 | Financial Investment Adviser
职业代码： 222311
定义： 为个人或组织制定和实施财务计划，并就投资策略及其税收影响、证券、保险、养老金计划和房地产提供建议。需要注册或许可。
技能等级：
- 澳大利亚：1级
- 新西兰：2级
替代职称：
- 财务规划顾问 (Financial Planning Adviser)
222312 金融投资经理 | Financial Investment Manager
职业代码： 222312
定义： 代表他人投资和管理资金和资产，以产生收入和利润。需要注册或许可。
技能等级：
- 澳大利亚：1级
- 新西兰：2级
替代职称：
- 投资组合经理 (Portfolio Manager)
专业化职称：
- 养老金基金经理 (Superannuation Funds Manager)
- 单位信托经理 (Unit Trust Manager)
Australia and New Zealand Standard Classification of Occupations (ANZSCO 2022)
Released: 22/11/2022
Code: 2223
Level: Unit Group
Title: Financial Investment Advisers and Managers
Description
Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
Skill Level
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
In Australia:
- Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1)
In New Zealand:
- NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2)
In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing is required.
Tasks Include:
- 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
Occupations:
- 222311 Financial Investment Adviser
- 222312 Financial Investment Manager
222311 Financial Investment Adviser
Alternative Title:
- Financial Planning Adviser
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 is required.
Skill Level:
- 1 Australia
- 2 New Zealand
222312 Financial Investment Manager
Alternative Title:
- Portfolio Manager
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 is required.
Skill Level:
- 1 Australia
- 2 New Zealand
Specialisations:
- Superannuation Funds Manager
- Unit Trust Manager