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

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Associate Skills List in Financial Services

Below we have compiled a list of the most popular skills for an Associate role. We ranked the top skills based on the percentage of Associate job descriptions they appeared on. For example, 25% of Associate job descriptions contained employee benefits as a required skill.

Keywords / Skills

Popularity

employee benefits
25%
pension schemes
22%
pensions
22%
compliance
19%
wealth management
17%
client service
17%
financial services
14%
ultra high net worth individuals
14%
high net worth
14%
fund administration
9%
kyc
9%
investment management
9%
ucits
6%
operations
6%
fund reporting
6%
fund operations
6%
administrative
6%
corporate services
6%
manager
6%
hedge fund
6%
compliance monitoring
6%
telecommunications
6%
lead generation
6%
business development
6%
payments
6%
family office
6%
investment banking
6%
sales support
6%
portfolio management
6%
sales operations
6%
product sales
6%
powerpoint
6%
origination
6%
onboarding
6%
excel
6%
regulatory requirements
3%
financial planning
3%
paralegals
3%
independent financial advice
3%
paralegal
3%
litigation
3%
uat
3%
settlements
3%
risk
3%
reconciliations
3%
mortgages
3%
analysis
3%
analytical skills
3%
interpersonal skills
3%
management consulting
3%
private equity
3%
risk assessment
3%
risk assessments
3%
aml
3%
customer support
3%
accurate data entry
3%
administration
3%
communication skills
3%
fintech
3%
minutes
3%
resolutions
3%
structures
3%
asset allocation
3%
asset management
3%
curiosity
3%
deal execution
3%
investment
3%
collateral
3%
derivatives
3%
currency
3%
finance
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 Associate skills and keywords or scan your CV to get a personalised score.