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 wealth management as a required skill.

Keywords / Skills

Popularity

wealth management
50%
financial advice
38%
financial planning
38%
advice
25%
hnw
25%
writing
13%
work autonomously
13%
training
13%
suitability
13%
managing workflow
13%
management
13%
graduate level
13%
defined benefit
13%
client meetings
13%
wealth management services
13%
investments
13%
estate planning
13%
trainee relationship manager
13%
manager
13%
customer service
13%
holistic financial planning
13%
financial services
13%
administrative support
13%
chartered
13%
adviser
13%

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.