Skill
develop investment portfolio
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.
Alternative Names
develop financial portfoliodevelop market portfoliodevelop zero-investment portfoliodevelop a portfolio
Essential for these occupations
develop investment portfolio is listed as an essential skill for 9 occupation(s).
Optional for these occupations
develop investment portfolio is a useful but optional skill for 17 occupation(s).
actuarial consultantcredit analystcredit adviserfinancial plannerinsurance collectorinvestment advisercredit union managersecurities traderfinancial traderventure capitalistpersonal trust officerinsurance product managerfinancial analystinsurance brokercorporate banking adviserinsurance underwriterstock trader
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