Wealth Manager

Wealth Manager Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Wealth Manager job postings. In other words, these are the most sought after skills by recruiters and hiring managers. So try to include them on your resume where possible.

Remember that every job is different. Instead of including all these keywords on your resume, identify the keywords most relevant to the job you're applying to and include those. Use the free Targeted Resume tool to help with this.

  • Wealth Management
  • Financial Planning
  • Investments
  • Retirement Planning
  • Financial Advisory
  • Financial Services
  • Portfolio Management
  • Wealth Management Services
  • Inheritance Tax Planning
  • Pension Funds
  • Investment Advisory
  • Finance
  • Investment Management
  • High Net Worth Individuals
  • Investment Strategies
  • Private Banking
  • Banking
  • Asset Management
  • Business Relationship Management
  • Estate Planning
  • Insurance
  • Sales
  • Financial Analysis
  • Customer Service
  • Life Insurance
  • Microsoft Access
  • Risk Management
  • Retail Banking
  • Management
  • Health Insurance
  •   Show full list

  Where on my resume do I add these buzzwords?

Add keywords directly into your resume's work experiences, education or projects. Alternatively, you can also include a Skills section where you can list your technical skills in order of your proficiency.

Only include these technical skills or keywords into your resume if you actually have experience with them.

Compare Your Resume To These Wealth Manager Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

How do I add skills to a Wealth Manager resume?

Review the job posting closely.

Go through the Wealth Manager posting you're applying to, and identify hard skills the company is looking for. For example, skills like Portfolio Management, Wealth Management and Retirement Planning are possible skills. These are skills you should try to include on your resume.

Add industry skills like Wealth Management Services and Financial Advisory.

Add other common skills from your industry - such as Investments, Financial Services and Financial Planning - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Investment Strategies, Estate Planning and Sales - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Show examples of where you trained people.

On Wealth Manager resumes, you should give specific accomplishments that involve you training others, whether that's in your team or other stakeholders.

Highlight leadership and management skills.

Hiring managers often want to see evidence of leadership and management on a Wealth Manager resume, so try to include any examples of where you led a project or managed other people.

Use the exact job title.

Try to add the exact job title, Wealth Manager, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Wealth Manager Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Wealth Manager job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Wealth Manager Skills and Keywords to Include On Your Resume

Get your Resume Instantly Checked, For Free

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Wealth Manager Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Resume Example

Resume Example
Entry-Level (Free)

Resume Example

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on a Wealth Manager resume?

On top Wealth Manager resumes, skills like Wealth Management, Financial Planning, Investments, Retirement Planning, Financial Advisory, Financial Services, Portfolio Management and Wealth Management Services appear most often.

Depending on the exact role you're applying to, skills like Sales, High Net Worth Individuals, Estate Planning, Insurance and Investment Strategies can also be effective keywords to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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