The Collar360

Investment fund management assistant

Other names

investment fund clerk, investment fund office clerk, investment fund specialist, investment fund assistant

Banking, finance and investment

They give clients advice on money products, help set up and run funds, and help carry out the fund manager's decisions.

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

Written by our team from the career's description, checked against its sources and approved before it was shown.

  1. 1

    Give clients advice on planning their money.

  2. 2

    Explain money products to clients.

  3. 3

    Be the main person clients talk to, new or old.

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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

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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
assistant gérant de portefeuille/assistante gérante de portefeuille
español
asistente de gestión de fondos de inversión
العربية
مساعد إدارة صندوق الاستثمار / مساعدة إدارة صندوق الاستثمار
português
Assistente de gestão de fundos de investimento
Deutsch
Assistent im Bereich Investmentfondsmanagement/Assistentin im Bereich Investmentfondsmanagement
italiano
assistente alla gestione di fondi di investimento

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