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

Share

Client Relationship Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Client Relationship Manager role. We ranked the top skills based on the percentage of Client Relationship Manager job descriptions they appeared on. For example, 29% of Client Relationship Manager job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
29%
communication skills
29%
paraplanning
16%
financial planning
16%
microsoft office
13%
time management
13%
diary management
13%
financial advisory
13%
manage client relationships
10%
compliance procedures
10%
personal pensions
10%
team management
10%
remote working
10%
defined benefit
10%
wealth management
10%
sales
7%
ifa administrator
7%
mortgage broker
7%
client correspondence
7%
business development
7%
client support administrator
7%
administrative support
7%
customer service
7%
financial services administrator
7%
client facing skills
7%
insurance
7%
client services
7%
bereavement
4%
complaints
4%
complaint management
4%
administration duties
4%
life insurance
4%
telesales executive
4%
telesales
4%
sales executive
4%
business development executive
4%
account manager
4%
account management
4%
general admin
4%
organisational skills
4%
financial advice
4%
pensions
4%
independent financial advice
4%
isas
4%
bonds
4%
wealth management services
4%
applications
4%
finance business partner
4%
direct
4%
client liaison
4%
business development manager
4%
asset
4%
retail
4%
renewals
4%
renewable energy
4%
acii
4%
financial
4%
paraplanner
4%
finance
4%
dentists
4%
consultant
4%
clients
4%
relationship management
4%
empathy
4%
software
4%
management
4%
private
4%
sale
4%
sales manager
4%
selling
4%
wealth
4%
cemap
4%
mortgage advisor
4%
self management
4%
success driven
4%
administrative
4%
crm
4%
trust management
4%
viewpoint
4%
compliance
4%
Export

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.


Do you want
more job interviews?

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