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

Keywords / Skills

Popularity

pensions
36%
pension schemes
29%
employee benefits
29%
wealth management
24%
client service
16%
financial services
13%
high net worth
13%
kyc
13%
powerpoint
13%
excel
11%
onboarding
11%
investment management
11%
ultra high net worth individuals
11%
financial planning
11%
origination
11%
product sales
11%
sales operations
11%
sales support
11%
fund administration
8%
fund operations
8%
fund reporting
8%
ucits
8%
compliance
8%
governance
6%
conduct risk
6%
regulatory risk associate director
6%
financial planning analyst
6%
financial planning assistant
6%
financial advice
6%
independent financial advice
6%
aml
6%
operations
6%
actuarial consultant
3%
actuarial
3%
tax
3%
presentation design
3%
marketing
3%
collateral
3%
derivatives
3%
reconciliations
3%
risk
3%
settlements
3%
uat
3%
payments
3%
customer support
3%
transaction monitoring
3%
financial crime
3%
cdd
3%
administrative support
3%
risk assessment
3%
private equity
3%
investment
3%
paraplanning
3%
report writing
3%
suitability
3%
cash flow forecasting
3%
administration
3%
risk assessments
3%
portfolio management
3%
management consulting
3%
investment banking
3%
family office
3%
interpersonal skills
3%
analytical skills
3%
financial planners
3%
hnw
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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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.