Verkoopagenten voor effecten, grondstoffen en financiële diensten
Koop en verkoop effecten of grondstoffen in beleggings- en handelsbedrijven, of bied financiële diensten aan bedrijven en particulieren. Kan klanten adviseren over aandelen, obligaties, beleggingsfondsen, grondstoffen en marktomstandigheden.
Technologietools
Belangrijkste taken
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Maak afspraken over koop- of verkoopprijzen op een optimaal niveau voor klanten.
- Keep accurate records of transactions.
- Koop of verkoop aandelen, obligaties, grondstoffenfutures, vreemde valuta of andere effecten namens beleggingsdealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Bespreek financiële mogelijkheden met klanten en houd hen op de hoogte van transacties.
- Identificeer kansen of ontwikkel kanalen voor de aankoop of verkoop van effecten of grondstoffen.
- Ontwikkel financiële plannen, gebaseerd op analyse van de financiële status van klanten.
- Controleer alle effectentransacties om de juistheid van de informatie en conformiteit met de regelgeving van de overheidsinstanties te garanderen.
- Houdt toezicht op ondersteunend personeel en zorgt voor een goede uitvoering van contracten.
- Bedenk handels-, optie- of hedgestrategieën.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Bepaal de behoeften van klanten op het gebied van financiële diensten en bereid voorstellen voor om diensten te verkopen die aan deze behoeften voldoen.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Contact prospective customers to present information and explain available services.
- Leg beursvoorwaarden of handelspraktijken uit aan klanten.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Evalueer de kosten en opbrengsten van overeenkomsten om de voortdurende winstgevendheid te bepalen.
- Verkoop diensten of apparatuur, zoals trusts, beleggingen of diensten voor de verwerking van cheques.
- Prepare and send requests for price quotations to all companies in a particular market.
- Prijs effecten of grondstoffen op basis van marktomstandigheden.
- Purchase or sell financial derivatives for customers.
- Onderhandel over prijzen of contracten voor de verkoop of aankoop van effecten of grondstoffen.
Vaardigheden
Kennis
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Bekwaamheden
Werkactiviteiten
Werkcontext
How frequently does your job require you to use E-mail?
99%
Telephone Conversations
How often do you have telephone conversations in this job?
98%
Face-to-Face Discussions with Individuals and Within Teams
How frequently does your job require face-to-face discussions with individuals and within teams?
93%
Contact With Others
How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
92%
Importance of Being Exact or Accurate
How important is being very exact or highly accurate in performing this job?
89%
Determine Tasks, Priorities and Goals
How much freedom does the worker have in determining the tasks, priorities, or goals of the job?
86%
Freedom to Make Decisions
How much decision making freedom, without supervision, does the job offer?
83%
Frequency of Decision Making
How often is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
83%
Impact of Decisions on Co-workers or Company Results
What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?
83%
Deal With External Customers or the Public in General
How important is it to deal with external customers (as in retail sales) or the public in general (as in police work) in this job?
82%
Spend Time Sitting
How much does this job require sitting?
82%
Indoors, Environmentally Controlled
How often does this job require working indoors in an environmentally controlled environment (like a warehouse with air conditioning)?
79%
Work With or Contribute to a Work Group or Team
How important is it to work with or contribute to a work group or team in this job?
78%
Level of Competition
To what extent does this job require the worker to compete or to be aware of competitive pressures?
73%
Time Pressure
How often does this job require the worker to meet strict deadlines?
72%
Duration of Typical Work Week
Number of hours typically worked in one week.
65%
Written Letters and Memos
How frequently does your job require written letters and memos?
59%
Consequence of Error
How serious would the result usually be if the worker made a mistake that was not easily correctable?
58%
Importance of Repeating Same Tasks
How important are continuous, repetitive, physical activities (like key entry) or mental activities (like checking entries in a ledger) to performing this job?
54%
Coordinate or Lead Others in Accomplishing Work Activities
How important is it to coordinate or lead others (not as a supervisor or team leader) in accomplishing work activities in this job?
52%
Physical Proximity
To what extent does this job require the worker to perform job tasks physically close to other people?
50%
Work Outcomes and Results of Other Workers
How responsible is the worker for work outcomes and results of other workers?
50%
Conflict Situations
How frequently are there conflict situations the employee has to face in this job?
48%
Dealing With Unpleasant, Angry, or Discourteous People
How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?
45%
Degree of Automation
How automated is the job?
40%
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
How much does this job require using your hands to handle, control, or feel objects, tools or controls?
33%
Public Speaking
How frequently does your job require public speaking (one speaker with an audience)?
32%
Spend Time Making Repetitive Motions
How much does this job require making repetitive motions?
30%
Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable
How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable?
29%
Health and Safety of Other Workers
How much responsibility is there for the health and safety of others in this job?
28%
In an Enclosed Vehicle or Operate Enclosed Equipment
How often does this job require working in a closed vehicle or operate enclosed equipment (like a car)?
24%
Spend Time Standing
How much does this job require standing?
24%
Indoors, Not Environmentally Controlled
How often does this job require working in an environment that is not environmentally controlled (like a warehouse without air conditioning)?
14%
Spend Time Walking or Running
How much does this job require walking or running?
14%
Outdoors, Under Cover
How often does this job require working outdoors, under cover (like in an open shed)?
7%
Work Schedules
How regular are the work schedules for this job?
7%
Dealing with Violent or Physically Aggressive People
How frequently does this job require the worker to deal with physical aggression of violent individuals?
6%
Pace Determined by Speed of Equipment
How important is it to this job that the pace is determined by the speed of equipment or machinery? (This does not refer to keeping busy at all times on this job.)
6%
Exposed to Very Hot or Cold Temperatures
How often does this job require working in very hot (above 90 F degrees) or very cold (below 32 F degrees) temperatures?
5%
Outdoors, Exposed to All Weather Conditions
How often does this job require working outdoors, exposed to all weather conditions?
5%
Spend Time Bending or Twisting Your Body
How much does this job require bending or twisting your body?
5%
Exposed to Contaminants
How often does this job require working exposed to contaminants (such as pollutants, gases, dust or odors)?
4%
Exposed to Extremely Bright or Inadequate Lighting Conditions
How often does this job require working in extremely bright or inadequate lighting conditions?
4%
Spend Time Kneeling, Crouching, Stooping, or Crawling
How much does this job require kneeling, crouching, stooping or crawling?
3%
Exposed to Disease or Infections
How often does this job require exposure to disease/infections?
1%
Exposed to High Places
How often does this job require exposure to high places?
1%
Exposed to Minor Burns, Cuts, Bites, or Stings
How often does this job require exposure to minor burns, cuts, bites, or stings?
1%
Spend Time Climbing Ladders, Scaffolds, or Poles
How much does this job require climbing ladders, scaffolds, poles, etc.?
1%
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
How often does this job require wearing common protective or safety equipment such as safety shoes, glasses, gloves, hearing protection, hard hats or life-jackets?
1%
Exposed to Cramped Work Space, Awkward Positions
How often does this job require working in cramped work spaces that requires getting into awkward positions?
0%
Exposed to Hazardous Conditions
How often does this job require exposure to hazardous conditions?
0%
Exposed to Hazardous Equipment
How often does this job require exposure to hazardous equipment?
0%
Exposed to Radiation
How often does this job require exposure to radiation?
0%
Exposed to Whole Body Vibration
How often does this job require exposure to whole body vibration (like operating a jackhammer or earth moving equipment)?
0%
In an Open Vehicle or Operating Equipment
How often does this job require working in an open vehicle or operating equipment (like a tractor)?
0%
Spend Time Keeping or Regaining Balance
How much does this job require keeping or regaining your balance?
0%
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
How often does this job require wearing specialized protective or safety equipment such as breathing apparatus, safety harness, full protection suits, or radiation protection?
0%
Opleiding
Bachelor's degree
High school diploma or equivalent
Some college, no degree
Interesses
Enterprising
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertis
Conventional
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or hum
Social
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Investigative
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the f
Artistic
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts,
Realistic
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, t
Werkstijlen
Werkwaarden
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