此ANZSCO职业类别2221 金融经纪人 Financial Brokers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2221。 内部审计师（P） Internal Auditor (P), 审计官（A） Audit Officer (A),

金融经纪人职业分类的工作描述(Job Description)如下： 金融经纪人作为独立的代理人，为商品交易提供便利，并代表客户安排保险和贷款。 FINANCIAL BROKERS operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients.

指示技能等级：

Indicative Skill Level:
这个组中的大多数职业都有与下列资格和经验相称的技能水平。 Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.

在澳大利亚：

In Australia:

    AQF副学位、高级文凭或文凭（ANZSCO技能等级2）
    AQF Associate Degree, Advanced Diploma or Diploma (ANZSCO Skill Level 2)
在新西兰： In New Zealand:
    NZQF文凭（ANZSCO技能等级2）
    NZQF Diploma (ANZSCO Skill Level 2)
至少三年的相关工作经验可以代替以上所列的正式资格。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。 At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

可能需要注册或许可。

Registration or licensing may be required.

任务包括：

Tasks Include:

  • 监控商品价格、趋势和影响商品供求的其他因素
  • monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
  • 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
  • 确定客户的具体财务和保险要求，研究和审查现有的财务和保险产品是否适合满足客户的要求
  • determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
  • 分析客户的财务状况，讨论财务选项并制定财务战略
  • analysing clients' financial status, discussing financial options and developing financial strategies
  • 推荐满足客户需求的贷款组合
  • recommending loan combinations that meet clients' needs
  • 采访潜在客户，解释保单条件、承保风险、保费率和福利，并就保险金额和类型提出建议
  • interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
  • 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
  • 准备列明融资、还款和贷款期限条件的文件
  • preparing documents which set out the conditions of finance, repayments and loan periods
  • 识别客户保险重大风险变化并提供建议
  • identifying and advising on significant risk changes to clients' insurance
  • 为房地产开发商提供综合和商业租赁、设备融资、商业融资、项目融资和融资服务
  • broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers

    金融经纪人 Financial Brokers（ANZSCO职业代码是2221）属于 金融经纪人 Financial Brokers 职业分类。

    金融经纪人 Financial Brokers（ANZSCO职业代码是2221）分类包括下面的职业：