此ANZSCO职业类别222 金融经纪人、交易商和投资顾问 Financial Brokers and Dealers, and Investment Advisers属于新西兰技能型工作。满足纽西兰技术移民要求。ANZSCO职业代码是222。 内部审计师（P） Internal Auditor (P), 审计官（A） Audit Officer (A),

金融经纪人、交易商和投资顾问职业分类的工作描述(Job Description)如下： 金融经纪人和交易商以及投资顾问代表客户进行金融市场交易，出售贷款和保险，买卖商品，提供金融投资建议和计划，并为个人和组织制定和管理金融计划。 FINANCIAL BROKERS AND DEALERS, AND INVESTMENT ADVISERS conduct financial market transactions on behalf of clients, sell loans and insurance, buy and sell commodities, offer financial investment advice and plans, and develop and manage financial plans for individuals and organisations.

指示技能等级：

Indicative Skill Level:
这一小群体中的大多数职业都具有与下列资格和经验相称的技能水平。 Most occupations in this minor group have a level of skill commensurate with the qualifications and experience outlined below.

在澳大利亚：

In Australia: 学士或以上学历。至少五年的相关工作经验可代替正式资格（澳新技能1级）；或

    Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1); or
    AQF副学士学位、高级文凭或文凭，或至少三年相关经验（ANZSCO技能等级2）
AQF Associate Degree, Advanced Diploma or Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2) 在新西兰： In New Zealand: 学士或以上学历。至少五年的相关工作经验可代替正式资格（澳新技能1级）；或
    Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1); or
    NZQF文凭，或至少三年相关经验（ANZSCO技能等级2）。
NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2). 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。 In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

任务包括：

Tasks Include:

  • 获取有关证券、市场状况、政府法规和客户财务状况的信息
  • obtaining information on securities, market conditions, government regulations and financial circumstances of clients
  • 代表客户在市场上执行买卖订单，并就股票和债券、市场状况以及公司的历史和前景等财务事项提供建议
  • executing buy and sell orders in the market place on behalf of clients, and offering advice on financial matters such as stocks and bonds, market conditions and the history and prospects of corporations
  • 记录和传输买卖订单，计算和记录交易成本
  • recording and transmitting buy and sell orders, and calculating and recording costs of transactions
  • 通过银行、贷款人、金融家和保险公司为客户安排保险、住房贷款抵押和其他类型的融资
  • arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
  • 为客户制定投资清单，并根据修改后的需求和市场变化审查和修订投资计划
  • developing lists of investments for clients, and reviewing and revising investment plans based on modified needs and changes in markets
  • 谈判谷物、羊毛、矿物和金属等商品的买卖
  • negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
  • 与潜在客户面谈，确定财务状况和目标，讨论他们的财务选择，制定财务计划和战略
  • interviewing prospective clients to determine financial status and objectives, discussing their financial options and developing financial plans and strategies
  • 管理从个人退休金储蓄政策和单位信托基金筹集的资金
  • managing funds raised from personal superannuation saving policies and unit trusts

    金融经纪人、交易商和投资顾问 Financial Brokers and Dealers, and Investment Advisers（ANZSCO职业代码是222）属于 金融经纪人、交易商和投资顾问 Financial Brokers and Dealers, and Investment Advisers 职业分类。

    金融经纪人、交易商和投资顾问 Financial Brokers and Dealers, and Investment Advisers（ANZSCO职业代码是222）分类包括下面的职业：