Requirements

Financial institution manager or director - requirements

In this role you’ll use your leadership and management skills to oversee the activities of different financial accounts and branches of your company. Read on to find out more about working in this field, see what it involves and how you can work towards getting a role.

Know what you'll need to land a job below.

What qualifications do you need to be a financial institution manager or director?

Financial managers and directors can come from various backgrounds, but you might consider a qualification in subjects like:

You don’t have to study a university degree to start working in this field. You might choose to apply directly to an accountancy training pathway or junior role in a company that offers structured training. Chartership as an accountant or accounting technician is common and can be done with the support of your employer.

Please note this is a beta version. We'll continue to improve our suggestions here so that we show you the most relevant subjects.

Do you need a postgraduate qualification to be a financial institution manager or director?

Postgraduate study in areas relevant to finance and business management will boost your employability or help you gain professional chartership more easily.

Examples of taught master's at postgraduate level include courses like:

Accounting and finance
Professional accounting
Accounting and financial management
International financial management
Financial management
Charity accounting and financial management

What skills do you need to be a financial institution manager and director?

As well as leadership and people skills, you’ll need strong technical knowledge, decision making abilities and management skills.

Hard skills usually include:

Finance and financial services
Banking and commerce
Accounting
Investment methods
Risk analysis

Soft skills include:

Managing others
Time management
Working under pressure
Leading and influencing
Sales skills
Organised and detail focused

Do you need work experience to be a financial institution manager and director?

Strong, relevant work experience becomes more and more important as you move up in seniority. You’ll need to be able to show potential employers that you have a deep knowledge of your field, as well as the personal characteristics needed to lead others, make difficult decisions or take responsibility on behalf of your organisation.