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

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Portfolio Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Portfolio Manager role. We ranked the top skills based on the percentage of Portfolio Manager job descriptions they appeared on. For example, 23% of Portfolio Manager job descriptions contained relationship management as a required skill.

Keywords / Skills

Popularity

relationship management
23%
manage client relationships
23%
portfolio management
19%
account management
19%
financial services
14%
bridging
14%
management
14%
investment
14%
trainee relationship manager
10%
manager
10%
customer service
10%
case management
10%
compliance
10%
financial planning
10%
mortgage lending
10%
pmo
5%
energy analyst
5%
essex
5%
financial modeller
5%
hertfordshire
5%
kent
5%
london
5%
portfolio manager
5%
renewable energy
5%
finance
5%
financial modelling
5%
risk
5%
city of london
5%
programme management
5%
programme office
5%
programme support
5%
client facing skills
5%
communication skills
5%
diary management
5%
wealth management
5%
lending
5%
bridge
5%
administration
5%
corporate finance
5%
written communication
5%
asset allocation
5%
asset management
5%
family office
5%
time management
5%
leadership
5%
liquidity management
5%
private equity
5%
exceptional verbal
5%
economics
5%
build strong relationships
5%
trusts
5%
collections
5%
credit control
5%
debt
5%
invoice
5%
line management
5%
analytical
5%
underwriting
5%
asset analyst
5%
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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.


Do you want
more job interviews?

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