Financial Associate Skills you Need for your CV and Career in Financial Services
Financial Associate Skills List in Financial Services
Below we have compiled a list of the most popular skills for a Financial Associate role. We ranked the top skills based on the percentage of Financial Associate job descriptions they appeared on. For example, 38% of Financial Associate job descriptions contained pension schemes as a required skill.
Keywords / Skills
Popularity
pension schemes
38%
pensions
38%
employee benefits
38%
wealth management
21%
investment management
17%
onboarding
17%
kyc
17%
client service
17%
aml
9%
sales operations
9%
independent financial advice
9%
financial services
9%
financial planning
9%
sales support
9%
client queries
9%
data entry
9%
product sales
9%
origination
9%
high net worth
9%
ultra high net worth individuals
9%
fund administration
9%
fund operations
9%
fund reporting
9%
ucits
9%
financial planning analyst
9%
financial planning assistant
9%
excel
9%
powerpoint
9%
regulatory risk associate director
5%
governance
5%
conduct risk
5%
compliance
5%
business partner
5%
finance business partner
5%
finance manager
5%
management accountant
5%
compliance monitoring
5%
investigation
5%
resilience
5%
Improve your CV's success rate by using these Financial Associate skills and keywords or scan your CV to get a personalised score.