飞出国注:以下是VETASSESS职业评估Financial Brokers NEC 222199其他未分类的金融经纪人职业介绍Information Sheet的官网2023年08月公布的最新版本,目前依然有效,该Information Sheet内容根据VETASSESS职业评估需要会不定期修改。
Financial Brokers NEC 222199其他未分类的金融经纪人职业基本介绍
金融经纪人作为独立代理人运作,促进商品交易并代表客户安排保险和贷款。该职业代码含括了不在其他代码分类下的金融经纪人职业。
Financial Brokers operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients. Financial Brokers nec covers Financial Brokers not elsewhere classified in ANZSCO.
以下职业 可以 算入该职业组别:
- 投资经纪人 Investment Broker
以下职业 不能 算入该职业组别:
- 金融市场交易商 Financial Market Dealer
- 期货交易商 Futures Trader
- 股票交易商 Stockbroking Dealer
- 商品交易商 Commodities Trader
- 金融经纪人 Finance Broker
- 保险经纪人 Insurance Broker
- 商业经纪人 Business Broker
- 金融投资顾问和经理 Financial Investment Advisers and Managers
飞出国注:以上这些职业都有对应其他ANZSCO代码或者不够该职业的技能水平。
NEC职业说明:
NEC职业意思是not elsewhere classified其他未分类的。如果提名职业是NEC职业,申请人需要确认其学历和工作履历是与某一特定的职业相关的。如果申请人的职责与NEC职业相符,而不与其他职业代码的相符,则可以被考虑评估NEC职业。 申请人也需要附上一个COVER LETTER说明提名NEC职业的合理原因。
Some occupations assessed by VETASSESS are listed as ‘nec’ which means ‘not elsewhere classified’. If nominating one of these occupations, you must ensure that your qualifications and employment are highly relevant to one of the occupation titles given in the ANZSCO description for the particular occupation. Other specific occupation titles which cannot be found elsewhere in ANZSCO will be considered on a case-by-case basis as long as they are relevant to the ‘nec’ codes.
In order to be assessed against an ‘nec’ code, your occupation would generally be described as non-classified, yet specialised or related to its ANZSCO Unit Group description. Your employment in these nominated occupations should not better match another ANZSCO code (whether assessed by VETASSESS or not). When considering whether to nominate an ‘nec’ occupation, you should consider the ANZSCO sub major group description and determine whether your skills best fit this category.
VETASSESS conducts a case-by-case assessment to determine whether the employment can be considered highly relevant to the classification. If an applicant’s employment is highly relevant to another ANZSCO occupation, the same period of employment cannot be assessed suitably against an ‘nec’ classification, regardless of whether the occupation is available for migration purposes or not.
Applicants should provide a cover letter that justifies the rationale for choosing an ‘nec’ category
Financial Brokers NEC 222199其他未分类的金融经纪人职业评估要求
- Financial Brokers NEC 222199其他未分类的金融经纪人属于VETASSESS评估的Group C职业,要求至少有等同于澳洲专科Diploma层次学历才可以。申请人可以通过以下四类途径之一满足评估要求:
- 专科学历且是与提名职业高度相关的专业,那么需要近五年内有一年与提名职业相关的工作经验
- 专业科学历但专业不是与提名职业相关的,但是有相关专业的专科以下学历(等同于澳洲Certificate IV层次),那么需要近五年内有一年与提名职业相关的工作经验
- 专科学历且专业不适于提名职业相关的,且没有其他相关专业的学历,那么需要近五年内有两年与提名职业相关的工作经验
- 如果申请人的相关工作经验是在获得专科学历之前的,那么可以是近五年内有一年相关工作经验的基础上,有额外三年相关的工作经验(这三年可以不是近五年内的,但是需要是近十年内的)
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Financial Brokers NEC 222199其他未分类的金融经纪人学历要求至少有专科学历,相关专业可以是金融Finance,经济学Economics,计量经济学 Econometrics, 会计Accounting,管理学Management,一般商务 General Commerce,商学 Business
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工作经验要求,学历前的工作经验可以纳入职评考虑范围内,高度相关的工作职责,包括:
- 提供综合和商业租赁、设备融资、商业融资、项目融资和房地产开发商融资 Broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers.
- 面谈潜在客户以了解他们的要求 Interviewing prospective clients to understand their requirements
- 分析客户的财务状况,讨论财务选择并制定财务策略 Analysing clients’ financial status, discussing financial options and developing financial strategies
- 确定客户的具体财务要求,研究和审查金融产品是否适合满足客户的要求 Determining the specific financial requirements of clients, and researching and reviewing available products for suitability to meet clients’ requirements
- 推荐满足客户需求的贷款组合 Recommending loan combinations that meet clients’ needs
- 准备文件,列出融资条件、还款条件和贷款期限 Preparing documents which set out the conditions of finance, repayments and loan periods
- Financial Brokers NEC 222199其他未分类的金融经纪人就业情况:
- 金融经纪人是中间人角色,代表客户与银行和信用社沟通,安排房屋贷款,车贷,商务金融和投资。金融经纪人通常是作为独立经纪人工作,协助客户从一系列的金融机构获得贷款。他们通常致力于抵押经纪或者租赁经纪业务,通常是中小型企业。有的金融经纪人是自雇的。
- 其他未分类的金融经纪人可能会从事综合和商业租赁,设备融资,商业融资、项目融资和房地产开发商融资。投资经纪人是该职业组别的一个专业方向。
- 通常说来,经纪人需要有很好的人际沟通技能,分析技能,商业头脑以及结果导向方法。他们需要对可选的融资选项和客户需求有深入的了解
- 需要注意的是,金融交易商,金融投资分析师和经理是有别的职业代码,有其他代码的金融经纪人也不能算入该职业
Financial Brokers are ‘’go-betweens’’ who typically liaise with banks and credit unions on behalf of their clients to arrange loans. They work as independent agents in assisting clients with accessing loans from a range of financial institutions. They typically work for dedicated broking businesses, often small or medium-sized enterprises. Some may be self-employed.
Financial Brokers not elsewhere classified may broke complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers. Investment Broker is a specialisation listed under this occupation Group.
In general, brokers require good interpersonal and communication skills, analytical skills, business acumen, and a results-based approach. They also need a thorough understanding of the financing options available and client needs.
Please note that Financial Dealers, Financial Investment Advisers and Managers are separately classified in ANZSCO, and will not be considered under this occupation. In addition, other Brokers elsewhere classified in ANZSCO will not be considered.
- 其他证明材料: 除开VETASSESS常规要求的工作材料,需要提供Cover Letter说明选择提名NEC职业的理由,申请人可以提供执业证明(如有),协会会员证明,获奖证明,也可以将相关培训课程或者执业注册证书等在简历中说明。
You should provide a cover letter that justifies the rationale for choosing an ‘nec’ category.
While the VETASSESS Skills Assessment for migration purposes is distinct from an assessment for licensing or registration purposes, you are advised to provide copies of relevant licences (including from overseas), if held.
You should also provide details of any relevant training or professional development courses undertaken. These may be detailed in your Curriculum Vitae/Resume.