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, 22% of Portfolio Manager job descriptions contained relationship management as a required skill.

Keywords / Skills

Popularity

relationship management
22%
manage client relationships
22%
portfolio management
18%
investment
18%
account management
18%
financial services
14%
compliance
14%
bridging
14%
management
14%
financial planning
9%
risk
9%
case management
9%
customer service
9%
manager
9%
trainee relationship manager
9%
mortgage lending
9%
financial modeller
5%
hertfordshire
5%
kent
5%
london
5%
portfolio manager
5%
essex
5%
renewable energy
5%
modelling
5%
energy analyst
5%
finance
5%
financial modelling
5%
pmo
5%
programme management
5%
programme office
5%
programme support
5%
client facing skills
5%
communication skills
5%
diary management
5%
wealth management
5%
analyst
5%
bridge
5%
family office
5%
lending
5%
underwriting
5%
analytical
5%
build strong relationships
5%
exceptional verbal
5%
time management
5%
written communication
5%
corporate finance
5%
economics
5%
asset allocation
5%
asset management
5%
city of london
5%
leadership
5%
liquidity management
5%
private equity
5%
administration
5%
trusts
5%
collections
5%
credit control
5%
debt
5%
invoice
5%
line management
5%
asset analyst
5%
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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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more job interviews?

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