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Here's how you can assert yourself in a team setting within the financial services sector.

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Asserting yourself in a team setting, especially within the high-stakes environment of the financial services sector, can be a significant challenge. However, it's crucial for career progression, effective collaboration, and personal satisfaction. Financial services, which encompass a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, and some government-sponsored enterprises, require strong teamwork and clear communication. To navigate this landscape successfully, you'll need to develop a blend of soft skills and technical knowledge, ensuring you can confidently contribute to your team's success without overstepping or undermining your colleagues.

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Ece Ketre Zatiturk

Investment Expert | Real Estate Advisor | Certified Financial Consultant | Founder and MD @Cleta Consulting Services…

1 Know Yourself

Understanding your strengths and weaknesses is fundamental in asserting yourself. In the financial sector, where precision and analytical skills are prized, knowing where you excel can help you carve out a niche within your team. Highlight your expertise in areas like risk management or financial analysis during discussions. This doesn't mean you should shy away from areas you're less familiar with; rather, use them as opportunities to learn and grow. By demonstrating eagerness to improve, you'll earn respect and become a go-to person for certain financial tasks or problems.

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Ece Ketre Zatiturk

Investment Expert | Real Estate Advisor | Certified Financial Consultant | Founder and MD @Cleta Consulting Services London
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The only one who is not going to lie to you is YOU. So, knowing yourself is very important. Focus on your bright areas and try to polish it as much as you can.

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2 Speak Up

Communication is key in any team, but in the fast-paced world of financial services, it's essential. Make sure you're heard during meetings by speaking clearly and confidently. Prepare your points in advance, especially if you're discussing complex financial products or market trends. This preparation shows your commitment and ensures your input is considered. Remember, assertiveness isn't about dominating the conversation; it's about making meaningful contributions that move the team forward and demonstrate your value.

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Ece Ketre Zatiturk

Investment Expert | Real Estate Advisor | Certified Financial Consultant | Founder and MD @Cleta Consulting Services London
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Always be prepared for a presentation, and a quick chat possibility with C-Suit ( the well known escalator pitch ) In financial services we sell trust, so you should be looking presentable, always clean and fresh.

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3 Collaborate Effectively

Collaboration in finance often involves complex problem-solving and decision-making. To assert yourself as a valuable team member, actively engage in brainstorming sessions and strategy discussions. Offer constructive feedback and be open to others' ideas. This approach not only showcases your analytical abilities but also your willingness to work towards a common goal. Effective collaboration can also lead to better financial solutions and innovations, which are critical in this sector.

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4 Build Relationships

In financial services, relationships with colleagues can influence your ability to assert yourself. Take the time to build rapport with team members. Understand their expertise and how it complements your own. By fostering mutual respect and trust, you're more likely to be supported when you assert your ideas or take the lead on projects. Additionally, strong professional relationships can open doors to new opportunities and insights within the industry.

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Ece Ketre Zatiturk

Investment Expert | Real Estate Advisor | Certified Financial Consultant | Founder and MD @Cleta Consulting Services London
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Yes, Network is everything. People try to come and meet with you in most events. They mostly focus on telling you their story. On the other hand, try to give people first before asking for something. Be a good listener, contribute their LinkedIn posts.

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5 Continuous Learning

The financial sector is dynamic, with constant regulatory changes and market fluctuations. To assert yourself effectively, stay informed about industry trends and updates. Continuous learning demonstrates your dedication to your role and ensures you can speak authoritatively on relevant topics. Whether through formal education or self-directed study, enhancing your financial knowledge will make you an indispensable part of the team.

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6 Lead by Example

Lastly, assertiveness can often be best demonstrated through action. Take initiative on projects and be willing to guide others when necessary. Showcasing leadership qualities doesn't mean you have to be in a management position; it's about taking responsibility and setting a high standard for your work. When you lead by example, you inspire confidence in your abilities and encourage others to follow suit, reinforcing your role as a key player within your team.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Here's how you can assert yourself in a team setting within the financial services sector.

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1 Know Yourself

2 Speak Up

3 Collaborate Effectively

4 Build Relationships

5 Continuous Learning

6 Lead by Example

7 Here’s what else to consider

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