222312 — Financial Investment Manager
Also known as Portfolio Manager, Superannuation Funds Manager, Unit Trust Manager.
What this occupation involves
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.
- 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
Visa lists & eligible subclasses
Where this code appears on official skilled-migration lists, and the visa subclasses it currently unlocks. Each subclass code links to its Department of Home Affairs page.
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- Subclass 190 Skilled Nominated
- Subclass 491 Skilled Work Regional (Provisional)
- Subclass 887 Skilled Regional
Skills assessment authority (AU)
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Talk to a registered migration agent
Anzscofinder presents facts, not migration advice. For your specific situation engage a Registered Migration Agent (Australia) or a Licensed Immigration Adviser (New Zealand), start with the official sources below.
Department of Home Affairs
immi.homeaffairs.gov.au
Visa applications, occupation lists, processing times.
Immigration New Zealand
immigration.govt.nz
Visa applications, Green List, AEWV, residence pathways.
MARA
mara.gov.au
Migration Agents Registration Authority, verify any AU agent.
IAA
iaa.govt.nz
Immigration Advisers Authority, verify any NZ adviser.
Migration agent or adviser? Want to be listed here? hello@anzscofinder.com
Labour market — Australia
Source: Jobs and Skills Australia. New Zealand does not publish per-occupation shortage ratings or projections.
Where this page's data comes from
- ABS: ANZSCO 2022 unit group · abs.gov.au as of
- AU: STSOL list · immi.homeaffairs.gov.au as of
- Jobs and Skills Australia: Occupation Shortage List · jobsandskills.gov.au as of
- Jobs and Skills Australia: employment projections · jobsandskills.gov.au as of
- Skills assessment authority · asic.gov.au as of
- NZ assessment · immigration.govt.nz as of
Build snapshot: .