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, 80% of Wealth Manager job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
80%
compliance
60%
wealth management
60%
appointed person
40%
compliance monitoring
40%
oversight
40%
advisory
40%
writing
20%
training
20%
suitability
20%
managing workflow
20%
interpersonal skills
20%
graduate level
20%
client meetings
20%
analytics
20%
transformation
20%
technology
20%
rdr
20%
documentation
20%
management
20%
consultation
20%
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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.


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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.