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

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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 financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
50%
wealth management
50%
financial advice
34%
writing
17%
administrative support
17%
work autonomously
17%
training
17%
suitability
17%
managing workflow
17%
management
17%
graduate level
17%
defined benefit
17%
client meetings
17%
wealth management services
17%
investments
17%
hnw
17%
advice
17%
estate planning
17%
trainee relationship manager
17%
manager
17%
customer service
17%
holistic financial planning
17%
financial services
17%
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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 Wealth Manager skills and keywords or scan your CV to get a personalised score.