Financial analyst Financial analysts help companies and clients make investment decisions. They work for firms such as banks, securities and insurance companies, mutual and pension funds. They analyse companies and industries to make presentations to prospective investors about the benefits of investing in a particular company.
Financial planner Financial planners help individuals determine their life’s financial goals. This often includes; risk management, insurance planning, investment planning, tax planning, estate planning, cash flow and retirement planning.
Financial adviser Financial advisers provide investment advice to individuals and businesses. They advise on financial products such as stocks, bonds and mutual funds.
Stock broker Stock brokers are qualified professionals who buy and sell securities for investors.
Investment banker Investment bankers manage the raising of capital and issuance of bonds for companies. They recommend strategies for corporate takeovers and mergers.
Private banker Private bankers manage and advise on financial and non financial investments such as property for high net worth clients.
