Which activities appear in relevant job advertisements and how often? What is required in a financial advisor job?

Advertisements for a financial advisor job contain all the requirements that a company places on a new employee for the vacant job. People looking for a job will find all the important information about the vacancy in job advertisements, such as

  • the activities
  • the employer's requirements such as previous education, professional experience, personal skills and characteristics
  • More information about the company

This information on the financial advisor job varies from employer to employer. We have collected the information from relevant job advertisements on various job portals, looked at it and summarized it for you*:

 

Different job titles:

  • Financial advisor
  • Junior financial planner
  • Investment advisor
  • Investment consultant
  • Investment advisor
  • Portfolio Manager
  • Financial analyst
  • Customer advisor for financial services
  • Private Banking Advisor
  • Asset manager
  • Insurance consultant
  • Financial consultant
  • Financial coach
  • Pension consultant
  • Capital market advisor

 

Distribution of the individual tasks in a financial advisor job:

Customer advice and sales, acquisition, participation in public events

 approx. 45% of the time

Analysis of the customer situation, development of proposed solutions

 approx. 30% of the time

Administration, correspondence, obtaining quotations, long-term customer support

 approx. 25% of the time

Requirements mentioned in job advertisements for a financial advisor job

Professional requirements
  • Completed basic training
  • Financial advisor training with certificate
  • Professional experience in the financial sector
Specialist knowledge for a financial advisor job
  • Professional experience in banks, insurance companies or other financial institutions
  • Specialist knowledge in telephone acquisition, financial products and services and customer advice
  • Good MS package knowledge (Word, Excel, Outlook, PowerPoint, Internet);
  • Languages Swiss German/German spoken and written, knowledge of English an advantage
  • Driving license cat. B
Personal characteristics
  • Communicative, open personality and regional roots
  • Ambition, commitment and determination
  • High social competence and ability to work in a team
  • Good manners and very good reputation
  • Good network of contacts, strong in closing deals and persuasive
Other financial advisor job / financial advisor job
  • Communication skills: the ability to communicate complex financial concepts clearly and comprehensibly to clients
  • Listening: The ability to really listen to customers' needs and goals
  • Problem-solving skills: Finding creative and effective solutions to unexpected challenges
  • Relationship building: Building and maintaining long-term, trusting relationships with customers
  • Organization: Efficient management of customer portfolios, deadlines and documents
  • Ethical judgment: Acting honestly and with integrity in all situations

By the way:Here you will find interesting links on the subject of job advertisements and job search:

*The information listed here comes from an ad hoc study to provide a unique insight into the job market and what is required in a financial advisor job.

Schools with financial advice Training for financial advisor job / financial advisor job