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)
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Wealth Manager Resume: 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.

Choose a template
Your Name
Wealth Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
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%
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)
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
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
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
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'
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)
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
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
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%)
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
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

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

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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
Clean Modern

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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