Wealth planning, suitability and client onboarding
A skill of the kind “technical knowledge”, listed by 4 roles, 4 of them as critical.
Also described as
- client onboarding wealth
- financial planning
- investment advice
- private banking
- risk profiling
- suitability
- wealth management
- investment proposal
- tax wrapper
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.
Critical for
- Private Banking AnalystYour role
- Family Office AnalystYour role
- Paraplanner / Financial Planning AnalystYour role
- Retail Banking AdvisorYour role
Processes where it is used
- Wealth and investment advice
- Conduct and investor protection