Migration Point

ANZSCO code – 222312 Financial Investment Manager

  • 222312: Financial Investment Manager

222312: Financial Investment Manager  Description Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing is required. Skill Level 1   /  Skill Level NZ 2 Occupations at Skill Level 1 have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Assessing Authority

  • Vocational Education and Training Assessment Services (VETASSESS)

vetassess@vetassess.com.au Alternative Titles

  • Portfolio Manager

 Alternative titles are any commonly used alternative title (or titles) for the occupation. These alternative titles have the same meaning as the principal title but may be less commonly used.  Specialisations

  • Superannuation Funds Manager
  • Unit Trust Manager

 Specialisation titles are any commonly used titles which refer to a subset of jobs belonging to the occupation designated in the principal title. These jobs involve the performance of specialised tasks rather than the broader range of tasks usually performed in the occupation. Unit Group 2223: Financial Investment Advisers and Managers Description Develop financial plans for individuals and organisations, and invest and manage funds on their behalf. Indicative Skill Level Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below. In Australia: Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1) In New Zealand: NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2) In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing is required. Tasks

  • Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • Recommending and arranging insurance cover for clients
  • Arranging to buy and sell stocks and bonds for clients
  • Advising on investment strategies, sources of funds and the distribution of earnings
  • Setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • Managing funds raised from personal superannuation savings policies and unit trusts
  • Assisting in meeting superannuation compliance requirements
  • Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • May refer clients to other organisations to obtain services outlined in financial plans

 Other occupations in this Unit Group

  • 222311: Financial Investment Adviser

223112: Recruitment Consultant Description Interviews applicants to determine their job requirements and suitability for particular jobs, and assists employers to find suitable staff. Skill Level 1 Occupations at Skill Level 1 have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Assessing Authority

  • Vocational Education and Training Assessment Services (VETASSESS)

vetassess@vetassess.com.au Alternative Titles

  • Employment Consultant

 Alternative titles are any commonly used alternative title (or titles) for the occupation. These alternative titles have the same meaning as the principal title but may be less commonly used.  Specialisations

  • Casting Agent
  • Literary Agent

 Specialisation titles are any commonly used titles which refer to a subset of jobs belonging to the occupation designated in the principal title. These jobs involve the performance of specialised tasks rather than the broader range of tasks usually performed in the occupation. Unit Group 2231: Human Resource Professionals Description Plan, develop, implement and evaluate staff recruitment, assist in resolving disputes by advising on workplace matters, and represent industrial, commercial, union, employer and other parties in negotiations on issues such as enterprise bargaining, rates of pay and conditions of employment. Indicative Skill Level In Australia and New Zealand: Most occupations in this unit group have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).  Tasks

  • Arranging for advertising of job vacancies, interviewing and testing of applicants, and selection of staff
  • Maintaining personnel records and associated human resource information systems
  • Providing advice and information to management on workplace relations policies and procedures, staff performance and disciplinary matters
  • Arranging the induction of staff and providing information on conditions of service, salaries and promotional opportunities
  • Receiving and recording job vacancy information from employers such as details about job description, wages and conditions of employment
  • Providing information on current job vacancies in the organisation to employers and job seekers
  • Undertaking negotiations on terms and conditions of employment, and examining and resolving disputes and grievances
  • Studying and interpreting legislation, awards, collective agreements and employment contracts, wage payment systems and dispute settlement procedures
  • Developing, planning and formulating enterprise agreements or collective contracts such as productivity-based wage adjustment procedures, workplace relations policies and programs, and procedures for their implementation
  • Overseeing the formation and conduct of workplace consultative committees and employee participation initiatives

 Other occupations in this Unit Group

  • 223111: Human Resource Adviser
  • 223113: Workplace Relations Adviser