There are several branches in the banking industry. The financial advisor in wealth management is one of them. Their mission is to assist clients in creating, managing, developing, and protecting their assets. Thus, they take care of all the financial aspects of the person’s life. Therefore, the job of a financial advisor requires specific skills and training in this field. This article will review what you need to know to get into this position.
The Character of a Good Account Manager
In addition to the required qualifications, the financial advisor must possess certain distinct character traits. First of all, he must be able to develop an implacable rigor. This allows him to optimize the organization of his work. Secondly, he must also have a great strength of character coupled with a good sense of adaptation to financial laws, without forgetting that the financial advisor must have unquestionable integrity. On this point, we must remember that this is a job that can lead to various temptations (embezzlement). Finally, the financial advisor must also be of great discussion. Indeed, the slightest leakage can be fatal for the client or the advisor himself.
The Curriculum for Access to the Profession
To become a financial advisor, it is essential to follow specific training. The candidate must have at least a bachelor’s degree in economics and management. After that, they follow a professionalized curriculum from the DEUP to the master’s degree in certain IUPs. Once the bac+4 or bac+5 is acquired, he can go to a business school for specialization in market finance and wealth management or simply do an apprenticeship in wealth management.