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, 34% of Portfolio Manager job descriptions contained relationship management as a required skill.

Keywords / Skills

Popularity

relationship management
34%
equity release
27%
financial services
27%
lifetime mortgages
27%
mortgage advisor
27%
credit risk
14%
portfolio management
14%
recoveries
14%
bridging
7%
management skills
7%
acca
7%
collections
7%
sales
7%
finance analyst
7%
collections manager
7%
technology
7%
finance business partner
7%
recoveries manager
7%
administrative
7%
financial planning and analysis
7%
case management
7%
qualified accountant
7%
real estate
7%
digital project management
7%
business development
7%
change requests
7%
account management
7%
prince2
7%
project plans
7%
financial planning
7%
holistic financial planning
7%
commercial real estate
7%
independent financial advice
7%
investments
7%
wealth management
7%
redemption
7%
analyst
7%
finance
7%
special collections
7%
management
7%
aca
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.


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.