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

Share

Wealth Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Wealth Manager role. We ranked the top skills based on the percentage of Wealth Manager job descriptions they appeared on. For example, 43% of Wealth Manager job descriptions contained financial advice as a required skill.

Keywords / Skills

Popularity

financial advice
43%
wealth management
43%
financial planning
43%
hnw
32%
advice
22%
financial services
16%
investment
16%
administrative support
11%
pension
11%
ifa
11%
management
11%
wealth management services
11%
investments
11%
estate planning
11%
paraplanning
11%
investment management
11%
compliance
6%
trainee relationship manager
6%
manager
6%
customer service
6%
holistic financial planning
6%
chartered
6%
adviser
6%
training
6%
leadership
6%
hr
6%
relationship management
6%
administrative
6%
team leader
6%
technical support
6%
support staff
6%
office management
6%
investment manager
6%

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 Wealth Manager skills and keywords or scan your CV to get a personalised score.