Reading client needs and dynamics
A skill of the kind “judgement”, listed by 21 roles.
Also described as
- banking products
- financial products knowledge
- product expertise
- product knowledge
- solutions knowledge
- client needs
- discovery
- stakeholder mapping
- buying centre
- client dynamics
Roles that need it
Where the weights come from
The weight is this skill's share of each role; the weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
Important for
- Markets Sales AnalystYour role
- Equity Capital Markets AnalystYour role
- Insurance Broker / Account HandlerYour role
- Reinsurance AnalystYour role
- Private Banking AnalystYour role
- Project Finance AnalystYour role
- Retail Banking AdvisorYour role
- Trade Finance AnalystYour role
- Corporate Banking AnalystYour role
- Underwriting AnalystYour role
- Debt Capital Markets AnalystYour role
- Family Office AnalystYour role
- Loan Officer (Retail & SME Lending)Your role
- Relationship Manager (Corporate & Business Banking)Your role
- Cash Management Product ManagerYour role
- Paraplanner / Financial Planning AnalystYour role
- Payments & Cash Management Sales (Financial Institutions)Your role
- Transaction Banking AnalystYour role
- Transaction Banking Sales (Cash Management)Your role
Supporting in
- Securitisation AnalystYour role
- Structuring AnalystYour role