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. Go to Sample Templates ↓ below to see how to include them on your resume.

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

Choose a category
  • 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

Resume Skills: Financial Analysis

  • Quantitative Modeling
  • Risk Management
  • Financial Forecasting
  • Balance Sheet Management
  • Cash Flow Analysis
  • ROI & Profitability Analysis
  • Quantitative Analysis
  • Portfolio Assessment
  • Investment Strategies
  • Asset Allocation
  • Portfolio Management
  • Mergers & Acquisitions
  • Financial Modelling
  • Equity and Fixed Income Investment
  • Tax Strategies
  • Portfolio Optimization
  • Fund Analysis
  • ESG Investing
  • Tax-Efficient Investing
  • Tax Efficiency Strategies
  • Capital Gains Minimization Strategies
  • Charitable Giving Strategies

Resume Skills: Financial Software

  • Microsoft Excel (Advance)
  • Bloomberg Terminal
  • MorningStar Direct
  • SmartOffice CRM
  • Intuit QuickBooks
  • Oracle Hyperion
  • Microsoft Dynamics
  • Zoho Books
  • Sage 50cloud

Resume Skills: Regulatory Compliance

  • SEC regulations
  • FINRA rules
  • Compliance Reporting
  • Regulatory Audits
  • Risk Compliance
  • GDPR
  • Anti-Money Laundering (AML)
  • SOX

Resume Skills: Client Service & Relations

  • Client Acquisition
  • Client Retention
  • Wealth Preservation Strategies
  • Relationship Building
  • Compliance
  • Due Diligence

Resume Skills: Software & Tools

  • Microsoft Office Suite
  • CRM (Client Relationship Management) Systems
  • Financial Modeling Software
  • Portfolio Management Tools
  • Data Analysis Tools

Resume Skills: Personal Finance

  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Debt Management
  • Cash Flow Management
  • Charitable Giving Strategies

Resume Skills: Investment Tools

  • Bloomberg Terminal
  • Morningstar Direct
  • InvestEdge
  • Zephyr Style Analytics
  • Tableau

Resume Skills: Languages

  • English
  • German
  • Mandarin
  • Italian
  • Spanish (Fluent)
  • French

Resume Skills: Financial Modelling

  • Profit Reconstruction
  • Valuations
  • Scenario Analysis
  • Predictive Modelling
  • Risk Quantification
  • Earnings Capacity

Resume Skills: Data Analysis

  • Microsoft Excel
  • SQL
  • Python (Pandas, Numpy)
  • Tableau
  • Power BI
  • R

Resume Skills: Finance Tools

  • Bloomberg Terminal
  • MetaTrader
  • Morningstar Direct
  • QuickBooks
  • Microsoft Excel
  • Google Sheets

Resume Skills: Regulations

  • SEC Regulations
  • Financial Statements
  • Anti-Money Laundering
  • International Financial Reporting Standards (IFRS)
  • US GAAP
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

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.

Sample Wealth Manager Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Select a free resume example
Your Name
Wealth Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2020 - Present
Senior Wealth Manager
Designed individualized investment strategies resulting in a 20% increase in clients' portfolio growth
Implemented sophisticated wealth management services, increasing client retention rate by 15%
Devised comprehensive financial planning that optimized high net worth individuals' asset distribution, resulting in 70% client satisfaction
Mentored a team of junior wealth managers, improving the team efficiency by 30%
Introduced effective retirement planning techniques that ensured 90% of the client's desired lifestyle post-retirement
Morgan Stanley June 2016 - December 2019
Wealth Manager
Provided wealth management and financial planning services to over 200 clients, increasing business by 150%
Managed a portfolio of $500M, effectively mitigating risk and achieving consistent returns
Developed personalized investment advisory strategies, driving portfolio growth for clients by 30% yearly
Expanded the client base in the high net worth category by 20% through targeted marketing strategies
J.P. Morgan Chase April 2012 - May 2016
Financial Advisor
Delivered bespoke financial services boosting client satisfaction by 70%
Enhanced the return on investment bulge brackets by 10% with robust investment strategies
Contributed to team objectives of expanding into premium private banking sector, realizing an annual growth rate of 25%
EDUCATION
Resume Worded University May 2011
Master of Business Administration - Finance
Engaged in key courses such as Equities, Derivatives, Portfolio Management and Hedge Funds
Resume Worded Institute May 2009
Bachelor of Science – Business Administration
Concentration in Finance
Awards: Student Excellence in Finance Award (2009)
SKILLS
Investment Management: Portfolio Optimization, Risk Management, Tax Efficiency Strategies, Capital Gains Minimization Strategies, Charitable Giving Strategies
Personal Finance: Retirement Planning, Estate Planning, Insurance Planning, Debt Management, Cash Flow Management, Charitable Giving Strategies
Software and Tools: Microsoft Excel (Advance), Bloomberg Terminal, MorningStar Direct, SmartOffice CRM
OTHER
Certifications: Certified Wealth Strategist - The Cannon Financial Institute (2016), Certified Trust and Financial Advisor - American Bankers Association (2020)
Professional Development: Active participant in annual Financial Planning Association Retreats
Volunteering: Treasurer - Community Housing Works (2020 - Present), Fundraising coordinator - San Diego Food Drive (2018 - 2020)
Your Name
Portfolio Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com March 2018 - Present
Senior Portfolio Manager
Supervised a portfolio of $1B, maximizing return while controlling risk
Developed strong business relationship management with clients, growing the account by 25%
Led a team of portfolio managers, increasing team efficiency by 40%
Instituted best practices for estate planning for high net worth clients, ensuring optimal management of assets
Utilized data-driven approaches to drive portfolio performance, exceeding industry standards by 15%
Goldman Sachs January 2014 - February 2018
Portfolio Manager
Led a team that managed a portfolio worth $750M, realizing a consistent annual return of 20%
Incorporated solid investment strategies, elevating client satisfaction by 65%
Utilized cutting-edge financial technologies to streamline operations, saving the team 15 hours per week
Captured a significant client base with effective wealth management services, expanding business by 200% in two years
Bank of America Merrill Lynch June 2010 - December 2013
Investment Analyst
Conducted intensive research and analysis on market trends, identifying safe and profitable investment opportunities
Assisted in managing portfolios, achieving a 12% return per annum
Demonstrated sound financial advisory skills, enhancing client trust and relationship
EDUCATION
Resume Worded Institute May 2017
Chartered Financial Analyst (CFA) - Level II
Achieved above 90% in all sections of the exam
Resume Worded University May 2009
Master of Business Administration - Finance
Selected for the 2008 Portfolio Management Track
Thesis: 'Strategic Portfolio Investments for Long Term Sustainability'
SKILLS
Investment Tools: Bloomberg Terminal, Morningstar Direct, InvestEdge, Zephyr Style Analytics, Tableau
Financial Analysis: Quantitative Analysis, Risk Management, Portfolio Assessment, Investment Strategies, Asset Allocation
Regulatory Compliance: SEC regulations, FINRA rules, Compliance Reporting, Regulatory Audits, Risk Compliance
Languages: English (Native), German (Advanced), Mandarin (Intermediate), Italian (Basic)
OTHER
Certifications: Certified Portfolio Manager from Columbia University (2018), Advanced Certificate in Investment Performance Measurement (2015)
Leadership & Volunteering: Mentor, Association Of Investment Professionals (Assisted more than 20 individuals to achieve their CFA Certifications), Volunteer, Financial Education for the Young (Conducted weekend classes on personal finance for high school students)
Publications: Authored 'Investments: A lifelong journey' (Published in the Journal of Finance, 2017), Co-wrote 'The Impact of Technology on Investment Strategies' (Published in the Investment Analyst Journal, 2019)
Industry Involvement: Member, Investment Analyst Society of America, Keynote Speaker, Annual Global Finance Conference (2020, 2021)
Your Name
Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded February 2019 - Present
Senior Financial Advisor
Led successful investment advisory for clients, increasing their annual revenue by 25%
Leveraged solid finance knowledge for effective wealth management, optimizing clients' financial gains by 30%
Implemented sound inheritance tax planning for over 500 clients, mitigating posthumous tax liabilities
Championed the formulation and implementation of retirement planning that bettered clients' post-retirement securities
Directed a team of financial advisors, improving the team efficiency by 35%
Citibank August 2014 - January 2019
Financial Advisor
Developed efficient investment management strategies, bolstering clients' portfolios by 40%
Provided tailored financial services, enhancing client satisfaction rate by 60%
Expanded the client base by 35% in under a year with strategic marketing and quality financial planning
HSBC July 2010 - July 2014
Financial Consultant
Delivered expert financial consultancy for investment decision-making, optimizing client's returns
Successfully managed a portfolio worth $100M, maximizing returns while mitigating risks
Contributed to strategic planning for pension funds, enhancing client's financial security
EDUCATION
Resume Worded Institute February 2019
Chartered Financial Analyst (CFA) - Level II
Awarded full-ride scholarship based on academic excellence
Resume Worded University June 2014
Master of Business Administration (MBA) - Finance
Focussed on advanced finance modules including Mergers & Acquisitions and Hedge Fund Strategies
Graduated with high distinction, Dean's List 2014 (Top 5%)
SKILLS
Financial Modelling: Profit Reconstruction, Valuations, Scenario Analysis, Predictive Modelling, Risk Quantification, Earnings Capacity
Financial Software: Bloomberg Terminal, Intuit QuickBooks, Oracle Hyperion, Microsoft Dynamics, Zoho Books, Sage 50cloud
Data Analysis: Microsoft Excel (Advanced), SQL, Python (Pandas, Numpy), Tableau, Power BI, R
Compliance & Regulations: SEC regulations, FINRA rules, GDPR, Anti-Money Laundering (AML), SOX
OTHER
Certifications: Financial Risk Manager (FRM), Certified Financial Planner (CFP)
Awards: Citibank Performance Award (2018), HSBC Star Performer (2012, 2013)
Leadership & Volunteering: Professional Association of Investment Professionals (Board Member), Financial Planning Outreach Program (Volunteer)
Continuing Education: Advanced Financial Management - Harvard Business School Executive Education
Your Name
Director Wealth Management
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2020 - Present
Director Wealth Management
Spearheaded a team of 15, enhancing wealth management services leading to 25% increase in portfolio value of high net worth clients over 2 years.
Designed unique investment strategies increasing clients' asset allocation in equities resulting in 35% improvement in annual portfolio performance.
Implemented comprehensive financial planning services, growing wealth management portfolio by 60%.
Successfully attracted 20+ high net worth individuals as clients, increasing assets under management by $75MN.
Led comprehensive training programs, increasing team efficiency by 50% in retirement planning and estate planning services.
JP Morgan Chase May 2010 - December 2019
Senior Financial Advisor
Managed over $85MN assets thereby reducing portfolio risk by optimizing asset allocation.
Enhanced financial advisory delivery which increased client retention by 40% over 5 years.
Deployed effective investment advisory services, driving 38% revenue growth.
Implemented risk assessment tools that decreased portfolio volatility by 20%.
EDUCATION
Resume Worded University December 2009
Master of Business Administration (MBA) - Finance
Awarded Jane M. Klausman Women in Business Scholarship
Resume Worded University May 2008
Bachelor of Science in Economics
Graduated Summa Cum Laude
Award: Presidential Scholar, top 1% of class
SKILLS
Portfolio Management: Asset Allocation, Portfolio Optimization, Investment Strategies, Risk Management
Financial Analysis: Financial Modeling, Financial Forecasting, M&A Due Diligence, Corporate Finance, Strategic Planning
Regulatory Compliance: FINRA, SEC, MSRB, AML/KYC, UCC
Software/ Tools: Bloomberg Terminal, Morningstar Direct, FactSet, Yardi Systems, Microsoft Office Suite (Advanced Excel)
OTHER
Certifications: Certified Public Accountant (CPA), Certified Financial Planner (CFP)
Conferences & Workshops: Speaker and Panelist at the Annual Conference for Financial Market Professionals 2020
Volunteering: Vice President, Non-Profit Financial Planners Association, providing pro bono financial counseling to communities in need.
Memberships: Member, Financial Planning Association (FPA), Member, Chartered Financial Analyst (CFA) Institute
Your Name
Senior Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2019 - Present
Senior Financial Advisor
Revitalized wealth management portfolio, generating $50MN in new business within first year.
Directed a team of 10 financial advisors, achieving a 60% improvement in portfolio management processes.
Created personalized retirement planning solutions resulting in 20% increase in client satisfaction.
Streamlined investment strategies, leading to 18% growth in mutual funds.
UBS June 2011 - December 2018
Financial Advisor
Managed a $70MN securities portfolio while maintaining customer satisfaction rate of over 90%.
Implemented strategic financial planning tools, assisting clients achieve financial goals 30% faster.
Increased fixed income portfolio by $15MN through strategic investment management.
Goldman Sachs January 2008 - May 2011
Investment Analyst
Involved in development of quantitative investment models which improved portfolio performance by 15%.
Provided in-depth equity analysis, leading to an increase of 5% in annual returns.
EDUCATION
Resume Worded Institute June 2019
Chartered Financial Analyst (CFA) - Level III
Balanced CFA studies with Senior Advisor role at Coached.com
Resume Worded University May 2011
Master of Business Administration - Finance
Specialization in Investment Strategy, Portfolio Management
Resume Worded University May 2008
Bachelor of Science - Financial Economics
Minors in Mathematics and Statistics
Awards: Resume Worded Scholar (Top 5% of Class), Dean's List 2007-2008
SKILLS
Financial Analysis: Risk/Reward Analysis, Portfolio Management, Revenue Growth Projection
Investment Tools: Morningstar Direct, Bloomberg Terminal, Thomson Reuters Eikon, Portfolio Visualizer
Software & Technologies: Excel (Advanced), MS Office Suite, SalesForce, SQL (Intermediate)
Regulatory Compliance: FINRA regulations, SEC compliance, Anti-Money Laundering (AML)
OTHER
Certifications: Finance Risk Manager (FRM) certification from Global Association of Risk Professionals (GARP)
Professional Development: Regular participant in the CFA Institute 'Wealth Management' Seminar
Volunteering: Financial literacy coach for the non-profit 'Count Me In', providing free financial advice for underprivileged high school students
Awards: Best Performance of the Quarter, UBS 2017, Outstanding Achievement Award, Goldman Sachs 2010
Your Name
Head of Investment Strategies
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded February 2020 - Present
Head of Investment Strategies
Led reorganization of investment department, enhancing investment management services and driving 20% portfolio growth.
Played a crucial part in attracting 100+ high net worth individuals resulting in an increment of $300MN in assets.
Coordinated with cross-functional teams for implementation of risk management systems, bolstering accuracy of finance domain by 30%.
Implemented strategic asset allocation, leading to higher risk-adjusted returns by 20%.
Conceptualized and introduced an array of upgraded financial products, resulting in an annual growth rate of assets by 25%.
Charles Schwab April 2012 - January 2020
Portfolio Manager
Managed $150MN investment portfolio, exceeding benchmark returns by 6% annually.
Supervised a team of 8, overseeing and advising on investment strategies, leading to improved efficiencies by 40%.
Developed and managed relationships with high net worth individuals, growing the client base by 50% over 5 years.
Morgan Stanley August 2007 - March 2012
Investment Analyst
Delivered portfolio performance increases of 5%, surpassing S&P 500 by 2%.
Led roll-out of new investment system which resulted in efficiency improvement by 20%.
EDUCATION
Resume Worded Institute May 2007
Chartered Financial Analyst (CFA) - Level III
Completed all three levels concurrently with professional roles, demonstrating high commitment to industry knowledge enhancement
Resume Worded University June 2005
Master of Business Administration - Finance
Concentration: Investment Banking and Portfolio Management; Dean's List 2004 (Top 5%)
SKILLS
Investment Intelligence: Equities, Bonds, Fixed Income, Mutual Funds, ETFs, Options
Analysis & Tools: Quantitative Analysis, Qualitative Analysis, Bloomberg Terminal, Morningstar Direct, FactSet, Microsoft Excel
Risk & Compliance: Risk Management, Regulatory Compliance, Due Diligence, Anti-Money Laundering (AML), Financial Risk
Financial Modelling: DCF, LBO, M&A, Financial Analysis, Valuation, Financial Modelling
OTHER
Certifications: Financial Risk Manager (FRM) - GARP, Certified Portfolio Manager - AAFM
Publications & Speaking: Contributing author - Wall Street Journal, Frequent guest speaker at local and national finance conferences
Volunteering: Financial Literacy Coach - Local Nonprofit, Mentor - AAFM Junior Portfolio Managers Program
Courses & Training: Advanced Financial Management - Harvard Business School, Portfolio Management Masterclass - Yale School of Management

How do I add skills to a Wealth Manager resume?

1
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.

2
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.

3
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.

4
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.

5
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.

6
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

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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
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Resume Example
Clean Modern


Resume Example
Entry-Level (Free)


Resume Example
Concise


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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