此ANZSCO职业类别2223 金融投资顾问和经理 Financial Investment Advisers and Managers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2223。 金融交易商nec（P） Financial Dealers nec (P), 股票分析师（N） Equities Analyst (N),

金融投资顾问和经理职业分类的工作描述(Job Description)如下： 财务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基金。 FINANCIAL INVESTMENT ADVISERS AND MANAGERS develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

指示技能等级：

Indicative Skill Level:

    本组大多数职业的技能水平与下文所述的资格和经验相当。
      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: 学士或以上学历。至少五年的相关工作经验可以代替正式资格（澳新技能1级）
      Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1)
    在新西兰： In New Zealand:
      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.

    需要注册或许可。

    Registration or licensing is required.

    任务包括：

    Tasks Include:

  • 与潜在客户面谈，确定财务状况和目标，讨论财务选择，制定财务计划和投资策略
  • interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • 监控投资绩效，并根据修改后的需求和市场变化审查和修订投资计划
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • 为客户推荐和安排保险
  • recommending and arranging insurance cover for clients
  • 为客户安排股票和债券的买卖
  • arranging to buy and sell stocks and bonds for clients
  • 为投资策略、资金来源和收益分配提供建议
  • advising on investment strategies, sources of funds and the distribution of earnings
  • 制定财务目标，制定和实施实现财务目标的战略
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • 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 savings policies and unit trusts
  • 协助满足退休金合规性要求
  • assisting in meeting superannuation compliance requirements
  • 指导财务、会计和投资信息的收集以及预算、报告、预测和法定回报的编制
  • directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • 可以将客户推荐给其他组织，以获得财务计划中概述的服务
  • may refer clients to other organisations to obtain services outlined in financial plans

    金融投资顾问和经理 Financial Investment Advisers and Managers（ANZSCO职业代码是2223）属于 金融投资顾问和经理 Financial Investment Advisers and Managers 职业分类。

    金融投资顾问和经理 Financial Investment Advisers and Managers（ANZSCO职业代码是2223）分类包括下面的职业：