Client Relationship Manager Skills you Need for your CV and Career in Financial Services
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%
Improve your CV's success rate by using these Client Relationship Manager skills and keywords or scan your CV to get a personalised score.