Client Relationship Manager Skills you Need for your CV and Career in Financial Services

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Client Relationship Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Client Relationship Manager role. We ranked the top skills based on the percentage of Client Relationship Manager job descriptions they appeared on. For example, 25% of Client Relationship Manager job descriptions contained wealth management as a required skill.

Keywords / Skills

Popularity

wealth management
25%
client services
25%
client support
19%
financial planning
19%
pensions
19%
manage client relationships
19%
employee benefits
13%
consultancy
13%
operations support
13%
trusts
13%
relationship management
13%
financial services
13%
mortgage brokers
13%
financial advisory
7%
strategy
7%
corporate ifa
7%
paraplanning
7%
eb
7%
dc pensions
7%
account manager
7%
defined contribution
7%
account relationship
7%
client reporting
7%
coordinating meetings
7%
business development
7%
international tax
7%
customer care
7%
structures
7%
customer service
7%
sales
7%
trust management
7%
documentation
7%
administrative
7%
admin
7%
administration
7%
hr
7%
finance
7%
financial
7%
advisory
7%
financial advisor
7%
annual reviews
7%
ifa
7%
financial advice
7%
investment
7%
crm
7%
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While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


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more job interviews?

Improve your CV's success rate by using these Client Relationship Manager skills and keywords or scan your CV to get a personalised score.