About this role
Manage sums of money and assets on behalf of others; invest funds to bring financial returns for clients.
What you might do day-to-day in this job
Typical tasks for a Financial Investment Manager include:
- talk to prospective clients to determine their financial status and objectives
- develop financial plans and investment strategies for clients
- monitor investment performance, and review and revise investment plans based on client needs and changes in markets
- recommend and supply insurance cover for clients
- buy and sell stocks and bonds for clients
- set financial objectives and implement strategies for achieving the client's objectives
- manage funds raised from personal superannuation
- may refer clients to other organisations to obtain services outlined in financial plans.
Courses that can lead to a career as a Financial Investment Manager
Showing:
1–3 of
10 courses
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- Traineeship
- On-the-job training
- 2 years
- Cost varies
- Financial help available
- No entry requirements
- Partially online
- Part-time may be available
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Certificate IV in Financial Services
FNS41820
- Traineeship
- On-the-job training
- 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available
-
- 18 months – 2 years
- Cost varies
- No entry requirements
- Partially online
- Part-time may be available