Financial Investment Manager Career Assessment
Occupation Code
222312List
STSOL
Descriptions
Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing is required.
Aliases
Portfolio Manager Skill Assessment
Superannuation Funds Manager Skill Assessment
Unit Trust Manager Skill Assessment
Job Description
- Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
- Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- Recommending and arranging insurance cover for clients
- Arranging to buy and sell stocks and bonds for clients
- Advising on investment strategies, sources of funds and the distribution of earnings
- Setting financial objectives, and developing and implementing strategies for achieving the financial objectives
- Managing funds raised from personal superannuation savings policies and unit trusts
- Assisting in meeting superannuation compliance requirements
- Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
- May refer clients to other organisations to obtain services outlined in financial plans
Types of visas you can apply for
Common visa types
Skilled Nominated visa(subclass 190)
Skilled Work Regional (Provisional) visa (subclass 491)
Temporary Skill Shortage visa (subclass 482)
Training visa (subclass 407)
Other visa types
489 - Skilled Regional (Provisional) visa (subclass 489) - State or Territory nominated
187 - Regional Sponsor Migration Scheme (subclass 187)
494 - Skilled Employer Sponsored Regional (provisional) (subclass 494) - Employer sponsored stream
Skill Assessment
Applicants are required to have a degree related to the nominated position. PhD / Bachelor (including Honours Bachelor and Master) 104 weeks of study time in Australia
Work requirements
Applicants are required to have: at least 52 weeks of post-graduation work experience in Australia related to the nominated position
An additional qualification at least Australian Qualifications Framework (AQF) diploma level in a highly relevant field of study, and at least two years of post-qualification highly related work at an appropriate skill level in the past five years; or An additional qualification assessed at an AQF bachelor degree or higher, but not in a highly relevant field of study, and at least three years of post-qualification highly related work at an appropriate skill level in the past five years;
- VETASSES
