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

Share

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, 36% of Financial Associate job descriptions contained pensions as a required skill.

Keywords / Skills

Popularity

pensions
36%
pension schemes
27%
employee benefits
27%
wealth management
18%
client service
18%
financial services
15%
compliance
12%
high net worth
12%
kyc
12%
investment management
9%
onboarding
9%
powerpoint
9%
ultra high net worth individuals
9%
aml
9%
operations
9%
sales support
9%
origination
6%
product sales
6%
excel
6%
sales operations
6%
financial advice
6%
financial planning
6%
financial planners
3%
hnw
3%
administrative support
3%
regulatory risk associate director
3%
administration
3%
cash flow forecasting
3%
suitability
3%
report writing
3%
paraplanning
3%
risk
3%
ucits
3%
fund reporting
3%
fund operations
3%
fund administration
3%
financial planning assistant
3%
financial planning analyst
3%
uat
3%
settlements
3%
actuarial
3%
reconciliations
3%
derivatives
3%
collateral
3%
investment banking
3%
governance
3%
conduct risk
3%
actuarial consultant
3%
transaction monitoring
3%
consulting
3%
credit
3%
insurance
3%
client queries
3%
data entry
3%
management
3%
asset management
3%
etf
3%
french
3%
collections
3%
finance
3%
legal
3%
cdd
3%
financial crime
3%
investment
3%
customer support
3%
payments
3%
marketing
3%
presentation design
3%
tax
3%
analytical skills
3%
interpersonal skills
3%
family office
3%
management consulting
3%
portfolio management
3%
private equity
3%
risk assessment
3%
risk assessments
3%
Export

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.