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, 57% of Wealth Manager job descriptions contained wealth management as a required skill.

Keywords / Skills

Popularity

wealth management
57%
financial planning
57%
investment
27%
hnw
27%
financial advice
27%
financial services
27%
advice
18%
investments
18%
paraplanning
18%
wealth management services
18%
pensions
14%
estate planning
14%
relationship management
14%
holistic financial planning
9%
administrative support
9%
portfolio management
9%
investment management
9%
management
9%
chartered
5%
leadership
5%
training
5%
hr
5%
compliance
5%
pension
5%
ifa
5%
adviser
5%
analysis
5%
support staff
5%
office management
5%
investment manager
5%
technical support
5%
team leader
5%
administrative
5%
empathy
5%
bereavement
5%
performance reporting
5%
asset management
5%
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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.