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, 50% of Client Relationship Manager job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
50%
financial planning
36%
manage client relationships
36%
business development
29%
webinars
22%
networking
22%
paraplanning
15%
wealth management
15%
diary management
15%
communication skills
15%
client facing skills
15%
complaints
8%
compliance procedures
8%
customer service
8%
client service
8%
crm system
8%
wealth planning
8%
eastern europe
8%
english
8%
hnw
8%
latin america
8%
relationship management
8%
crm
8%
insurance
8%
management
8%
project management
8%
complaint management
8%
personal pensions
8%
financial advisory
8%
client support administrator
8%
telesales executive
8%
telesales
8%
sales executive
8%
sales
8%
business development executive
8%
account manager
8%
account management
8%
pensions
8%
isas
8%
bonds
8%
ifa administrator
8%
financial services administrator
8%

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.


Do you want
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.