Tasks

  • Obtaining information about the financial circumstances of customers and companies in which investments may be made
  • Analyzing market trends for securities, bonds, stocks and other financial instruments, including foreign exchange
  • Recording and transmitting buy and sell orders for securities, stocks, bonds or other financial instruments and for foreign exchange for future or immediate delivery
  • Advising on and participating in the negotiation of terms for, and organization of, loans and placement of stocks and bonds in the financial market to raise capital for customers
  • Informing prospective customers about market conditions and prospects

    Skill level

    Skilled
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