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5 ways financial services firms can use Social Assessment

Rehearse a customer interaction or sales call.

Keep technical skills sharp and up to date.

Forward a coaching moment to an employee to boost their morale.

Walk through steps associated with a specific process, like a financial trade.

Educate on a topic like fraud or bribery.

9 Soft skills in demand for financial services professionals

  1. Business knowledge
  2. Leadership capabilities
  3. Planning and organizational abilities
  4. Communication skills
  5. Customer service orientation
  6. Multitasking
  7. Analytical and problem-solving skills
  8. The ability to work well independently and in teams
  9. The capacity to work without supervision and under pressure

Source: Robert Half

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