Working in Financial Services – How to be Successful in the 2020s

If you are striving to work in the financial services sector, you’re in for a treat; the financial services world can be a quite exciting one. But excitement comes hand-in-hand with your success in this field. What must you know, and be able to do, to achieve success in this realm?

The world of financial services is packed with opportunities for growth and success, not only on a personal level but also the organization you’re an essential part of. There are several vital skills and secrets to the trade which will be presented, which can unlock your full potential for success and elevate you above competitors.


Language fluency

When your language fluency is excellent, your communication abilities are leveraged. This is essential for dealing with clients and maintaining strong relationships with them. Strong linguistic competencies allow you to communicate information in a clear, concise and understandable manner. It’s important to be able to communicate important information to your clients, whether it be market news or trading advice, so the clients have no issues in understanding and comprehending information.


Sales competencies

Having basic sales competencies will enhance your abilities to influence your clientele and direct them to your desired goals and outcomes. A general sales skillset includes the abilities of active listening, resilience, exhibiting empathy, being self-motivated, asking the right questions and establishing trust. Such capabilities will allow you to understand client needs, and be able to address them, which is a feat of itself on both personal and organizational levels.


Trading know-how

If you plan to be a successful individual, or be part of a pioneering business in the financial services industry, it is vital to have an understanding of how online trading works. This includes the drivers which move the market, how to initiate positions when trading, the array of services offered by brokers, among others. If you know how to trade, even on a beginner level, you’ll be able to envision how trading works from the perspective of your clients. You cannot expect yourself to be a high achiever in this field, or any in that regard, if you don’t have a consolidated understanding of the minuscule of processes and how everything works. 



Research & analytical abilities

Another paramount aptitude which elevates your potential for success is your ability to conduct research and analysis. Research is essential in this field, as it allows you to find relevant information which can be the key to your success. This applies to satisfying client needs, such as his/her interest in a certain stock, or in terms of how competitors do business.

Being able to conduct analysis is also a major skill to have. In the financial services industry, there are two predominant types of analysis; fundamental analysis, which encapsulates the news and figures of a certain subject, and technical analysis, which studies the change in the price of a certain instrument and the factors which create price movement. An individual that’s able to effectively analyze financial instruments becomes a trusted figure in the financial world. Achieving trust is not an easy endeavor, but once achieved, your clientele believes in your capabilities and will have faith in the advice you bestow upon them.


Being up-to-date with latest market revelations

In the modern era, where the internet is virtually available for billions of individuals, finding news has never been easier. If you fail to keep up with the latest market revelations and impactful news, you will be several steps behind competitors. A successful financial services individual/business will need to always be well informed, educated and cultured with trending news and events. This will allow you to be the first to share meaningful information, which will create a better, more trusted image of yourself and/or your brand. 


Flexibility, adaptability & resilience

The financial services world is in constant motion; every day is a new day, and can bring substantial changes from the day before. Markets are always changing, such as innovation from companies, the birth of new businesses; the list goes on. Being flexible to changes is an ability which is highly esteemed, especially in the 2020s, where technology is spurring and time waits for no one. If you aren’t able to adapt, it’s difficult for you to grow and you can be left behind. Achieving success in the financial services industry is all about resilience and endurance. Unfavorable events will always occur every once in a while, and you should be ready to adapt to unexpected outcomes. 

Maintain quality & be different

The beforementioned skills and competencies, although not easy to have, are not impossible to gain. Therefore, one must maintain quality to set apart from others. Quality applies to everything, from rapport building to research accuracy and social media content. Quality beats quantity, as it attaches significance and noteworthiness to your processes and operations. Uniqueness has also proved to be principal to success. Having a unique approach or mentality to things, makes you different in a better way. There are many brokers/individuals out there which provide similar services or aim to achieve similar outcomes. Doing things differently will distance you from the crowd and enable the leading & innovating you.


Take advantage of spurring technology

Over the last decade, technology has advanced incredibly in most walks of life. The financial world is not an exception, as it has been buffed up with several technologies. This includes the availability of applications such as mobile banking & investing, allowing individuals to carry out transactions and/or trading on-the-go, from anywhere and potentially any time. Being on top, especially in the current era, requires the intense utilization of available technologies.

Modern technology includes artificial intelligence, chatbots when communicating to clients, and many more sophistications. Should you want to be on top of competition, it’s essential for you to utilize technologies, as modern innovations aim for fast results, so why not use them? It will save you precious time, and will also adhere to client needs in a simpler, faster and more effective manner.


There are other skills which can elevate your skillset and take you one step forward to success. This includes being knowledgeable of trading strategies, having expertise in social media management, being competent in graphic design, among others. No matter how achieved you perceive yourself to be, there is always room for growth & improvement. Knowledge is power, and when this great power is used effectively, it will always be the key to success.

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Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 86.86% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Please find here our Privacy Statement.