Investments Skills you Need for your CV and Career in Financial Services
Investments Skills List in Financial Services
Below we have compiled a list of the most popular skills for an Investments role. We ranked the top skills based on the percentage of Investments job descriptions they appeared on. For example, 35% of Investments job descriptions contained financial planning as a required skill.
Keywords / Skills
Popularity
financial planning
35%
financial services
32%
pensions
28%
wealth management
25%
paraplanning
25%
investment
21%
investments
18%
financial advice
18%
administrative
14%
research
14%
complaints
11%
clients
11%
independent financial advice
11%
sipp
11%
funds
11%
customer queries
7%
communication skills
7%
customer contact
7%
financial planners
7%
pension administration
7%
regulatory guidelines
7%
personal pensions
7%
isa
7%
bonds
7%
advice
4%
financial data
4%
administration duties
4%
report writing
4%
adviser
4%
annual reviews
4%
admin
4%
advisor
4%
certified financial planner
4%
isas
4%
tax
4%
mortgage advisor
4%
cio
4%
financial manager
4%
financial officer
4%
investment manager
4%
bereavement
4%
empathy
4%
relationship management
4%
paraplanner
4%
senior paraplanner
4%
holistic financial planning
4%
income protection
4%
insurance
4%
positive team player
4%
mortgage broker
4%
mortgage brokers
4%
protection products
4%
high net worth individuals
4%
compliance
4%
finance
4%
financial modelling
4%
risk
4%
chief financial officer
4%
microsoft excel
4%
organisational skills
4%
Improve your CV's success rate by using these Investments skills and keywords or scan your CV to get a personalised score.