{"tema_id":"174","string":"Asesores financieros y en inversiones","created":"2017-05-13 00:27:25","code":"2412","notes":[{"@type":"Definition note","@lang":"es","@value":"Desarrollan planes financieros para personas y organizaciones, hacen inversiones y administran fondos por cuenta propia. "},{"@type":"Definition note","@lang":"en","@value":"Financial analysts conduct quantitative analyses of information affecting investment programmes of public or private institutions. "},{"@type":"Nota de alcance","@lang":"en","@value":"Algunas ocupaciones afines clasificadas en otra parte:\n\nAgente de finanzas - 3311\nControlador financiero - 2411\nDirector departamento de financiero - 1346\nAnalista financiero de inversiones - 2413\nAsistente financiero - 3313\n "},{"@type":"Nota de alcance","@lang":"en","@value":"Examples of the occupations classified here: \n\nInvestment analyst\nBond analyst\u00a0\nSecurities consultant\n "},{"@type":"Tareas","@lang":"es","@value":"\nRecomendar y organizar la cobertura de seguro para los clientes.\nGestionar la compra y la venta de acciones y bonos para sus clientes.\nEntrevistar a clientes para determinar su nivel de solvencia y sus objetivos financieros, su tolerancia al riesgo y otra informaci\u00f3n necesaria para formular planes financieros y estrategias de inversi\u00f3n.\nConstruir y mantener una base de clientes.\nEstablecer objetivos financieros, y desarrollar e implementar estrategias para alcanzarlos.\nEfectuar el seguimiento en el desempe\u00f1o de las inversiones y examinar y revisar los planes de inversi\u00f3n sobre la base de la evoluci\u00f3n de las necesidades y de las fluctuaciones de los mercados.\nDesempe\u00f1ar tareas afines.\n "},{"@type":"Tareas","@lang":"en","@value":"Tasks include\n\nevaluating and comparing the relative quality of various securities in a given industry\ndetermining the prices at which securities should be syndicated and offered to the public\nmonitoring economic, industrial and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources and personal interviews\nmaintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance and economic theory\nanalysing financial information to produce forecasts of business, industry and economic conditions for use in making investment decisions\n(interpreting data affecting investment programmes such as price, yield, stability, future trends in investment risks and economic influences\nrecommending investments and investment timing to companies, investment firm staff or the investing public\npreparing plans of action for investment based on financial analyses;\npresenting oral and written reports on general economic trends, individual corporations and entire industries\n "}]}