The Hidden Finance Skills Nobody talks about (But You NEED to Know)

The video features Himanshu, a banking professional with 12 years of experience working for multiple banks in India. In the video, Himanshu discusses the three essential skills required for a career in wealth management or financial planning.

The three skills listed by Himanshu are:

Customer Service: Financial planning involves managing a client's hard-earned money. Therefore, patience and the ability to provide exceptional customer service are crucial. This includes being available to answer client questions and concerns, even outside of regular business hours.
Desire to Learn: The financial services industry is constantly evolving. As a wealth manager, you need to be a continuous learner and stay updated on the latest market trends and economic news.
Ability to Learn from Clients: Unlike other fields, clients in wealth management are often knowledgeable about the financial world. You should be prepared to learn from your clients and incorporate their insights into your financial planning strategies.

The video also explores certifications that can be helpful in securing a role in wealth management. Himanshu recommends the following certifications:

*Certified Financial Planner (CFP) offered by the FPSB (Financial Planning Standards Board) of India.
*Chartered Wealth Manager (CWM) offered by the American Academy of Financial Management.
*Certified Trust and Estate Planner (CTEP) offered by various organizations.
*Finally, the video discusses the earning potential in wealth management careers.

Himanshu emphasizes that there is no limit to what you can earn, and compensation is often tied to the amount of business you generate for the bank. However, it is important to adhere to ethical guidelines and avoid mis-selling products to clients.


------------------------------------


wealth management
financial planning
customer service
continuous learning
financial services industry
client insights
CFP certification
CWM certification
CTEP certification
earning potential
career in finance
financial advisor
banking professional
career advice
financial tips