Profession financial trader

Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to maximise profit and to minimise risk through their transactions.

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Personality Type

  • Enterprising / Conventional

Knowledge

  • Financial products

    The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

  • Financial jurisdiction

    Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction

  • Actuarial science

    The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.

  • Financial markets

    The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.

  • Economics

    Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.

Skills

  • Communicate with customers

    Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.

  • Offer financial services

    Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

  • Provide financial product information

    Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

  • Obtain financial information

    Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

  • Operate financial instruments

    Work with financial instruments such as stocks, bonds, mutual funds and derivatives.

  • Maintain records of financial transactions

    Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

  • Analyse market financial trends

    Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

  • Advise on financial matters

    Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

  • Analyse economic trends

    Analyse developments in national or international trade, business relations, banking, and developments in public finance and how these factors interact with one another in a given economic context.

  • Protect client interests

    Protect the interests and needs of a client by taking necessary actions, and researching all possibilities, to ensure that the client obtains their favoured outcome.

  • Handle financial transactions

    Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

Optional knowledge and skills

perform stock valuation monitor stock market assess risks of clients' assets communicate with banking professionals stock market securities manage financial risk create a financial plan make investment decisions investment analysis advise on investment modern portfolio theory trade securities forecast economic trends review investment portfolios develop investment portfolio banking activities

Common job titles

  • Financial services entry level graduates
  • Investment analyst/relationship manager
  • Portfolio monitoring analyst
  • Analyst - financial advisory services (portfolio valuation)
  • Entry level trader - equities/options/fx
  • Municipal trader - wealth management
  • Loan portfolio analyst
  • Senior analyst/associate - investment banking
  • Investment banking analyst - energy (houston)
  • Private equity investment analyst