The Collar360

Investment adviser

Other names

financial and investment adviser, investment executive, corporate investment adviser, investment consultant, investment advisor, RIA, investing director

Banking, finance and investment

They ask clients about their money, then plan and suggest ways to save and invest it to reach their goals.

TrainingA lot of trainingAn international estimate (O*NET, United States)LicenceSign in to seeWherebanks and investment firms, offices of financial companiesPaySign in to see
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The work

The work

The tasks come from O*NET (United States) and ESCO (Europe), the world's two occupation databases. How the work is done can differ in Uganda; our team adds the local way where it does.

  1. 1

    Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

  2. 2

    Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.

  3. 3

    Answer clients' questions about the purposes and details of financial plans and strategies.

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Stories from the work

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Sources

Built from 4 sources

Uganda labour market: UBOS (NLFS 2021, LMS 2025, UNHS, NHRS), ILOSTAT, NDP IV Human Resource Development Plan

Official record

Uganda Bureau of Statistics; International Labour Organization (ILOSTAT); National Planning Authority. Gathered by The Collar360.

UBOS and NPA publications (public); ILOSTAT CC BY 4.0

Open the source

ISCO-08, International Standard Classification of Occupations

International classification

ISCO-08 © International Labour Organization.

Free to use with attribution

Open the source

ESCO, European Skills, Competences, Qualifications and Occupations

International classification

This service uses the ESCO classification of the European Commission.

European Commission reuse policy (Decision 2011/833/EU): free reuse with attribution

Open the source

O*NET 31.0 Database

International classification

Includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 licence. O*NET® is a trademark of USDOL/ETA.

CC BY 4.0

Open the source

In other languages

français
conseiller en investissements/conseillère en investissements
español
asesor de inversiones/asesora de inversiones
العربية
مستشار الاستثمار / مستشارة الاستثمار
português
Consultor financeiro e de investimentos/Consultora financeiro e de investimentos
Deutsch
Anlage- und Vermögensberater/Anlage- und Vermögensberaterin
italiano
consulente finanziario

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