Wealth Manager Skills you Need for your CV and Career in Financial Services
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, 52% of Wealth Manager job descriptions contained wealth management as a required skill.
Keywords / Skills
Popularity
wealth management
52%
financial planning
52%
financial advice
29%
investment
24%
hnw
24%
financial services
24%
advice
16%
investments
16%
paraplanning
16%
wealth management services
16%
pensions
12%
estate planning
12%
relationship management
12%
holistic financial planning
8%
administrative support
8%
pension
8%
portfolio management
8%
investment management
8%
ifa
8%
management
8%
chartered
4%
leadership
4%
training
4%
hr
4%
compliance
4%
adviser
4%
analysis
4%
support staff
4%
office management
4%
investment manager
4%
technical support
4%
team leader
4%
administrative
4%
empathy
4%
bereavement
4%
performance reporting
4%
asset management
4%
Improve your CV's success rate by using these Wealth Manager skills and keywords or scan your CV to get a personalised score.