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

Share

Client Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Client Manager role. We ranked the top skills based on the percentage of Client Manager job descriptions they appeared on. For example, 44% of Client Manager job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
44%
paraplanning
22%
wealth management
22%
communication skills
22%
financial planning
18%
financial advice
18%
pensions
18%
time management
18%
microsoft office
18%
wealth management services
14%
client executive
9%
professional services
9%
relationship manager
9%
account manager
9%
client services
5%
client facing skills
5%
diary management
5%
manage client relationships
5%
bonds
5%
general administration
5%
isas
5%
client
5%
third party administration
5%
defined contribution
5%
management
5%
manager
5%
administrative
5%
workflow
5%
tpa
5%
marketing
5%
operations
5%
team
5%
analyst
5%
crm
5%
trust management
5%
viewpoint
5%
compliance
5%
insurance
5%
software
5%
estate planning
5%
holistic financial planning
5%
accountants
5%
investments
5%
benefit
5%
tax
5%
key clients
5%
management skills
5%
administration duties
5%
customer service
5%
life insurance
5%
mortgage broker
5%
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 Client Manager skills and keywords or scan your CV to get a personalised score.