Financial Associate Skills you Need for your CV and Career in Financial Services

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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, 21% of Financial Associate job descriptions contained pensions as a required skill.

Keywords / Skills

Popularity

pensions
21%
financial services
21%
employee benefits
15%
pension schemes
15%
compliance
15%
wealth management
12%
operations
12%
investment management
9%
finance
9%
aml
9%
client service
9%
investment banking
9%
kyc
9%
asset management
6%
analytical skills
6%
private equity
6%
financial modeling
6%
reconciliations
6%
excel
6%
payments
6%
settlements
6%
investor relations
6%
credit
6%
onboarding
6%
insurance
6%
fund administration
6%
financial planning
6%
sales support
6%
risk
6%
management
6%
client queries
6%
report writing
6%
powerpoint
6%
collateral
3%
time management
3%
risk management
3%
cash bond
3%
interpersonal skills
3%
presentation design
3%
derivatives
3%
fca
3%
crypto
3%
management consulting
3%
tax
3%
uat
3%
advanced excel
3%
execution
3%
family office
3%
transaction monitoring
3%
interest rates
3%
portfolio management
3%
commercial real estate
3%
origination
3%
cass
3%
financial associate
3%
venture capital
3%
python
3%
risk assessment
3%
drawdown
3%
product sales
3%
data
3%
consulting
3%
risk assessments
3%
sales operations
3%
research
3%
cash flow forecasting
3%
administrative support
3%
fund services
3%
analytical
3%
financial advice
3%
real estate
3%
high net worth
3%
sql
3%
data entry
3%
swaps
3%
investment
3%
administration
3%
accounting
3%
vc
3%
trade confirmations
3%
paraplanning
3%
business management
3%
budgeting
3%
trade processing
3%
suitability
3%
complaints
3%
communication skills
3%
etf
3%
trade support
3%
customer support
3%
ica
3%
compliance monitoring
3%
french
3%
vba
3%
cdd
3%
queries
3%
attention to detail
3%
fund operations
3%
computer literacy
3%
financial crime
3%
cisi
3%
leadership
3%
fund reporting
3%
collections
3%
marketing
3%
microsoft excel
3%
ucits
3%
legal
3%
microsoft office
3%

While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Financial Associate skills and keywords or scan your CV to get a personalised score.