Portfolio Manager Skills you Need for your CV and Career in Financial Services

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Portfolio Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Portfolio Manager role. We ranked the top skills based on the percentage of Portfolio Manager job descriptions they appeared on. For example, 23% of Portfolio Manager job descriptions contained manage client relationships as a required skill.

Keywords / Skills

Popularity

manage client relationships
23%
relationship management
23%
investment
23%
account management
17%
management
17%
compliance
17%
portfolio management
17%
case management
12%
risk
12%
bridging
12%
financial planning
12%
customer service
12%
manager
12%
trainee relationship manager
12%
financial services
12%
finance
6%
financial modelling
6%
renewable energy
6%
pmo
6%
programme management
6%
mortgage lending
6%
portfolio manager
6%
programme office
6%
programme support
6%
client facing skills
6%
communication skills
6%
diary management
6%
wealth management
6%
analyst
6%
modelling
6%
debt
6%
asset allocation
6%
asset management
6%
family office
6%
leadership
6%
liquidity management
6%
private equity
6%
administration
6%
trusts
6%
collections
6%
credit control
6%
london
6%
invoice
6%
line management
6%
asset analyst
6%
city of london
6%
energy analyst
6%
essex
6%
financial modeller
6%
hertfordshire
6%
kent
6%
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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.


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Improve your CV's success rate by using these Portfolio Manager skills and keywords or scan your CV to get a personalised score.