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, 34% of Financial Associate job descriptions contained pensions as a required skill.

Keywords / Skills

Popularity

pensions
34%
pension schemes
27%
employee benefits
27%
wealth management
22%
client service
15%
financial services
15%
powerpoint
12%
sales support
12%
kyc
12%
high net worth
12%
financial planning
10%
origination
10%
investment management
10%
ultra high net worth individuals
10%
onboarding
10%
excel
10%
product sales
10%
sales operations
10%
fund administration
8%
ucits
8%
fund reporting
8%
operations
8%
fund operations
8%
compliance
8%
aml
5%
regulatory risk associate director
5%
governance
5%
conduct risk
5%
financial advice
5%
financial planning analyst
5%
financial planning assistant
5%
independent financial advice
5%
administrative support
3%
risk assessments
3%
administration
3%
financial planners
3%
hnw
3%
actuarial
3%
actuarial consultant
3%
collateral
3%
derivatives
3%
reconciliations
3%
risk
3%
settlements
3%
uat
3%
analytical skills
3%
etf
3%
french
3%
collections
3%
finance
3%
legal
3%
cdd
3%
financial crime
3%
transaction monitoring
3%
customer support
3%
payments
3%
marketing
3%
presentation design
3%
tax
3%
cash flow forecasting
3%
interpersonal skills
3%
family office
3%
investment banking
3%
management consulting
3%
portfolio management
3%
private equity
3%
risk assessment
3%
asset management
3%
investment
3%
paraplanning
3%
report writing
3%
suitability
3%
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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.


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