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Business adviser: working with new or established businesses; analysing business plans and financial statements; advising on investments, marketing, funding and financial trends; understanding consumer needs and how to improve profitability
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Business development manager: driving the work of teams to run an organisation efficiently; coordinating several business units, managing resourcing, budgets and operations.
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Economist: using data and modelling techniques to provide specialist advice to consumers, business and governments on particular economic, business and policy-related issues; analysing data for interpreting and forecasting consumer business trends; using economic information to inform business decision-making within a global business environment
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Investment adviser/Financial risk analyst: providing advice within organisations on investment decisions and strategies; identifying and assessing potential financial risks at the organisational and industry sector level
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Market research analyst: collecting and analysing data for clients on market conditions, consumer behaviour and business competitors; using data analysis for business forecasting and interpreting consumer trends and informing on alternative business strategies
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Policy adviser: analysing policies and their effects to provide advice and guidance to governments and organisations; offering strategic policy and planning advice on programs and operations; reviewing, developing, and implementing policies and strategies
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Policy analyst: analysing a range of economic and social issues and formulating and evaluating policies in addressing these issues; analysing on behalf of business or government proposed policy interventions and its potential impact at the individual, business and societal level
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Trade and investment adviser: providing technical assistance to Trade and Investment institutions to increase their exports and local and foreign investments.
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Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.
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Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
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Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.
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Qualified financial planner or adviser: help clients to meet short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.
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Superannuation consultant: provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand merits of Self-Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
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Wealth manager: deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide services across a range of areas including financial planning, investment management, and financial advice on pensions, trusts, inheritances, estate planning, retirement planning, and tax bands; and possess knowledge of software solutions and key platforms in the industry.