Intermediate Banking and Financial Services

Intermediate-level banking and finance positions typically require several years of
experience and a deeper understanding of financial products, client management,
and risk assessment compared to junior-level positions. These roles often involve more
responsibility and may require supervisory or leadership skills. Here are some examples
of mid-level banking and finance positions:

Our psychometrics have been competency mapped to the following positions to enable targeted
screening (testing for recruitment) and development (profiling to ignite greater self awareness);

Financial Analyst (Mid-Level): Mid-level Financial Analysts conduct in-depth financial analysis, prepare financial reports, and provide recommendations for investment decisions or risk management strategies. They may specialize in areas such as corporate finance, portfolio management, or credit analysis.
Relationship Manager: Relationship Managers are responsible for managing and growing client relationships. They often work with high-net-worth individuals, businesses, or institutional clients, offering financial products and services tailored to their needs.
Credit Analyst (Mid-Level): Mid-level Credit Analysts assess the creditworthiness of borrowers, analyze financial statements, and make lending recommendations. They may work on larger or more complex credit applications.
Financial Planner/Advisor (Mid-Level): Mid-level Financial Planners or Advisors work with clients to develop comprehensive financial plans. They provide investment, retirement, and estate planning advice and may manage investment portfolios.
Branch Manager: Branch Managers oversee the operations of bank branches or financial service offices. They are responsible for staff management, customer service, sales targets, and compliance with policies and regulations.
Compliance Officer (Mid-Level): Mid-level Compliance Officers ensure that the bank or financial institution adheres to all relevant laws and regulations. They develop and implement compliance programs, conduct audits, and provide training to employees.
Portfolio Manager (Mid-Level): Portfolio Managers manage investment portfolios on behalf of clients, institutions, or investment firms. They make investment decisions, allocate assets, and monitor performance.
Corporate Treasury Analyst (Mid-Level): Mid-level Corporate Treasury Analysts manage a company's liquidity, cash flow, and financial risk. They may be responsible for managing investments, optimizing working capital, and securing financing.
Operations Manager: Operations Managers oversee the day-to-day operational activities of a financial institution, ensuring efficiency, accuracy, and compliance. They may manage teams responsible for transaction processing, settlements, or customer support.
Trade Analyst (Mid-Level): Trade Analysts work in financial institutions that deal with international trade. They manage trade finance operations, document compliance, and ensure smooth import and export processes.
Risk Manager (Mid-Level): Mid-level Risk Managers identify, assess, and mitigate financial and operational risks within the organization. They develop risk management strategies and work to ensure that the institution operates within acceptable risk tolerances.
Investment Banking Associate: Investment Banking Associates assist in the execution of financial transactions, such as mergers and acquisitions, capital raising, and advisory services. They perform financial analysis, due diligence, and deal structuring.
Quantitative Analyst (Quant): Quants, often found in asset management or investment firms, use quantitative models and analysis to make investment decisions and manage risk. They may work with complex financial instruments and mathematical models.
Private Banking Officer (Mid-Level): Private Banking Officers manage the financial affairs of high-net-worth clients, providing personalized banking and investment services. They may work on investment strategies, estate planning, and wealth preservation.

The following Intermediate Level psychometric tests are recommended;

Core tests;

Numerical Reasoning Test
Verbal Reasoning Test
Behavioural Profiling

Optional (depending on the nature of the role)

Inductive Reasoning Test
Excel Test
Financial Literacy Test

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Intermediate Behavioural Test

To be effective in mid-level banking and finance jobs, you should possess a combination of behavioral characteristics and skills that contribute to your success in a fast-paced and detail-oriented environment. Here are some key behavioral characteristics and skills you'll need:

Behavioral characteristics evaluated by psychometric testing:

Attention to Detail: Accuracy is crucial in banking and finance. Being meticulous and attentive to detail helps you avoid errors in financial transactions, data analysis, and compliance.
Numerical and Analytical Skills: Strong numerical and analytical abilities are essential for tasks like financial analysis, data interpretation, and risk assessment. You should be comfortable working with numbers and interpreting financial data.
Integrity and Ethical Behavior: Banking and finance professionals are expected to uphold high ethical standards. Honesty and integrity are paramount, as you will be handling sensitive financial information and transactions.
Communication Skills: Effective communication is vital for interacting with colleagues, clients, and superiors. Clear and concise communication ensures that instructions, reports, and client interactions are handled professionally.
Teamwork: Many banking and finance roles require collaboration with colleagues on projects or transactions. Being a team player and working well with others is essential for achieving common goals.
Customer Service Orientation: In roles involving client interactions, a customer service mindset is crucial. You should be responsive, patient, and able to address client inquiries and concerns effectively.
Adaptability: The banking and finance industry is subject to regulatory changes, market fluctuations, and evolving technology. Being adaptable and open to change helps you stay relevant and effective in your role.
Time Management: Efficient time management is essential for meeting deadlines, handling multiple tasks, and prioritizing work effectively. Being organized and managing your time well contributes to your productivity.
Stress Management: The financial industry can be stressful due to tight deadlines and high-pressure situations. Developing stress management techniques helps you stay composed and make rational decisions under pressure.
Initiative: Taking initiative to learn, grow, and contribute beyond your core responsibilities can set you apart in your career. Being proactive and seeking opportunities for improvement is highly regarded.
Problem-Solving: Junior professionals often encounter complex financial issues that require problem-solving skills. Being able to analyze problems, identify solutions, and make sound decisions is valuable.
Computer Skills: Proficiency in using financial software and tools is often required. Familiarity with spreadsheet software (e.g., Excel) and financial software platforms is a common expectation.
Regulatory Compliance: Understanding and adhering to industry regulations and internal policies is essential for ensuring legal and ethical operations within the banking and finance sector.
Financial Product Knowledge: Depending on your role, having a basic understanding of financial products and services, such as loans, investments, and insurance, can be beneficial.
Continuous Learning: The financial industry is dynamic, and ongoing learning is essential to keep up with industry trends, regulations, and best practices.

Intermediate Reasoning Test

Reasoning skills assessed by specific ability-based testing:

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