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

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Client Relationship Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Client Relationship Manager role. We ranked the top skills based on the percentage of Client Relationship Manager job descriptions they appeared on. For example, 28% of Client Relationship Manager job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
28%
communication skills
25%
financial planning
16%
microsoft office
13%
time management
13%
paraplanning
13%
financial advisory
10%
diary management
10%
defined benefit
10%
remote working
10%
team management
10%
administrative support
10%
sales
10%
financial services administrator
7%
client support administrator
7%
ifa administrator
7%
wealth management
7%
client services
7%
compliance procedures
7%
personal pensions
7%
client correspondence
7%
manage client relationships
7%
insurance
7%
mortgage broker
7%
business development
7%
relationship management
7%
empathy
7%
bereavement
7%
crm
7%
software
4%
life insurance
4%
customer service
4%
administration duties
4%
general admin
4%
organisational skills
4%
financial advice
4%
independent financial advice
4%
wealth management services
4%
client facing skills
4%
applications
4%
bonds
4%
isas
4%
pensions
4%
account management
4%
account manager
4%
business development executive
4%
sales executive
4%
telesales
4%
telesales executive
4%
client liaison
4%
marketing
4%
proposals
4%
mortgage servicing
4%
clients
4%
consultant
4%
dentists
4%
finance
4%
paraplanner
4%
finance business partner
4%
acii
4%
renewable energy
4%
renewals
4%
retail
4%
asset
4%
business development manager
4%
compliance
4%
direct
4%
financial
4%
management
4%
private
4%
sale
4%
sales manager
4%
selling
4%
wealth
4%
cemap
4%
mortgage advisor
4%
self management
4%
success driven
4%
administrative
4%
trust management
4%
viewpoint
4%
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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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Improve your CV's success rate by using these Client Relationship Manager skills and keywords or scan your CV to get a personalised score.