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, 50% of Wealth Manager job descriptions contained wealth management as a required skill.

Keywords / Skills

Popularity

wealth management
50%
financial planning
50%
financial advice
27%
investment
24%
hnw
24%
financial services
24%
advice
16%
paraplanning
16%
wealth management services
16%
investments
16%
relationship management
12%
estate planning
12%
pensions
12%
investment management
8%
management
8%
pension
8%
ifa
8%
administrative support
8%
holistic financial planning
8%
portfolio management
8%
adviser
4%
training
4%
leadership
4%
chartered
4%
hr
4%
customer service
4%
compliance
4%
manager
4%
trainee relationship manager
4%
technical support
4%
support staff
4%
office management
4%
investment manager
4%
analysis
4%
team leader
4%
administrative
4%
empathy
4%
bereavement
4%
performance reporting
4%
asset management
4%
Export

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.