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, 27% of Client Relationship Manager job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
27%
communication skills
24%
financial planning
15%
paraplanning
15%
financial advisory
12%
microsoft office
12%
time management
12%
administrative support
9%
team management
9%
remote working
9%
defined benefit
9%
diary management
9%
compliance procedures
9%
personal pensions
9%
customer service
6%
client correspondence
6%
wealth management
6%
client support administrator
6%
financial services administrator
6%
mortgage broker
6%
sales
6%
ifa administrator
6%
business development
6%
empathy
6%
bereavement
6%
relationship management
6%
client services
6%
manage client relationships
6%
insurance
6%
independent financial advice
3%
clients
3%
wealth management services
3%
consultant
3%
paraplanner
3%
dentists
3%
financial advice
3%
organisational skills
3%
general admin
3%
finance
3%
finance business partner
3%
mortgage servicing
3%
applications
3%
bonds
3%
isas
3%
pensions
3%
account management
3%
account manager
3%
business development executive
3%
sales executive
3%
telesales
3%
telesales executive
3%
client facing skills
3%
complaint management
3%
complaints
3%
renewals
3%
business development manager
3%
client liaison
3%
direct
3%
financial
3%
management
3%
private
3%
sale
3%
retail
3%
sales manager
3%
selling
3%
wealth
3%
cemap
3%
mortgage advisor
3%
life insurance
3%
self management
3%
success driven
3%
renewable energy
3%
administrative
3%
crm
3%
trust management
3%
viewpoint
3%
compliance
3%
software
3%
acii
3%
administration duties
3%
asset
3%
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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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Improve your CV's success rate by using these Client Relationship Manager skills and keywords or scan your CV to get a personalised score.