What skills does a corporate banking adviser need?

A corporate banking adviser needs 15 essential skills including financial products, investment banking, corporate social responsibility, securities, financial markets. Core competencies include .

Will AI replace corporate banking adviser jobs?

The AI disruption score for corporate banking adviser is 81/100 (very high risk). Some tasks may be automated but the role will evolve rather than disappear entirely.

Financial ServicesBusiness and administration professionalsISCO 2412

corporate banking adviser

Corporate banking advisers offer advice on a broad range of financial goods and services such as securities services, credit services, cash management, insurance products, leasing, information on merges and acquisitions and capital markets activities, to institutions and organisations.

European Skills Framework

Skills and knowledge areas required for this occupation based on European classification.

Essential (15)

financial productsfinancial productsThe different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.investment bankinginvestment bankingThe branch of banking that provides services of capital raising and mergers and acquisitions (M&A).corporate social responsibilitycorporate social responsibilityThe handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards envir...securitiessecuritiesThe financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities whic...financial marketsfinancial marketsThe financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.financial analysisfinancial analysisThe process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financ...investment analysisinvestment analysisThe methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to ...actuarial scienceactuarial scienceThe rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.provide legal advice on investmentsprovide legal advice on investmentsProvide advice to organisations on the legal procedures, drafting of the contracts, and tax efficiency operations involved in corporate investments and their legal repercussions.analyse market financial trendsanalyse market financial trendsMonitor and forecast the tendencies of a financial market to move in a particular direction over time.review investment portfoliosreview investment portfoliosMeet with clients to review or update an investment portfolio and provide financial advice on investments.advise on investmentadvise on investmentAssess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.advise on financial mattersadvise on financial mattersConsult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.offer financial servicesoffer financial servicesProvide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.make strategic business decisionsmake strategic business decisionsAnalyse business information and consult directors for decision making purposes in a varied array of aspects affecting the prospect, productivity and sustainable operation of a company. Consider the o...

Optional (23)

mergers and acquisitionsmergers and acquisitionsThe process of joining together separate companies and relatively equal in size, and the purchase of a smaller company by a bigger one. The financial deals, the legal implications, and the consolidati...foreign valutaforeign valutaThe currencies of different countries such as the euro, dollar or yen including their exchange rate and the methods of currency conversion.banking activitiesbanking activitiesThe broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, fo...economicseconomicsEconomic principles and practices, financial and commodity markets, banking and the analysis of financial data.principles of insuranceprinciples of insuranceThe understanding of the principles of insurance, including third party liability, stock and facilities.stock marketstock marketThe market in which shares of publicly held companies are issued and traded.commercial lawcommercial lawThe legal regulations that govern a specific commercial activity.tax legislationtax legislationTax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.financial jurisdictionfinancial jurisdictionFinancial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction.accountingaccountingThe documentation and processing of data regarding financial activities.types of insurancetypes of insuranceThe various types of risk or loss transfer policies that exist and their characteristics, such as health insurance, car insurance or life insurance.advise on risk managementadvise on risk managementProvide advice on risk management policies and prevention strategies and their implementation, being aware of different kinds of risks to a specific organisation.manage budgetsmanage budgetsPlan, monitor, report on the budget and prepare set production budgets.develop investment portfoliodevelop investment portfolioCreate 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 natu...synthesise financial informationsynthesise financial informationCollect, revise and put together financial information coming from different sources or departments in order to create a document with unified financial accounts or plans.obtain financial informationobtain financial informationGather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.consult with business clientsconsult with business clientsCommunicate with clients of a business or business project in order to introduce new ideas, obtain feedback, and find solutions to problems.assess risk factorsassess risk factorsDetermine the influence of economical, political and cultural risk factors and additional issues.build business relationshipsbuild business relationshipsEstablish a positive, long-term relationship between organisations and interested third parties such as suppliers, distributors, shareholders and other stakeholders in order to inform them of the orga...create a financial reportcreate a financial reportFinalise project accounting. Prepare an actual budget, compare the discrepancy between the planned and actual budget, and draw final conclusions.handle cash flowhandle cash flowHandle the movement of money into or out of a business, project, or financial product. Take bets, pay out winnings and manage the cash flow.analyse financial riskanalyse financial riskIdentify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.handle financial transactionshandle financial transactionsAdminister currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.