Wealth Management CV Example

A wealth management CV that includes all the necessary details and is tailored carefully to the job description puts you in a great position. It can help you pass the ATS screening stage, make a strong impression with the employer and reach the latter stages of the recruitment process. We’ll now review the essential sections of a CV and outline how to write each for the strongest results.

Main wealth management CV sections

Your wealth management CV writing strategy may vary significantly according to numerous factors, such as your previous experience, your seniority and the requirements in the job description.

However, at any stage of your career, a wealth management CV serves as a professional biography that must clearly illustrate your career trajectory. To help you tell that story effectively, we will now break down the document piece-by-piece, starting with your contact header and moving through the key pieces of your professional path.

CV Header

At the top of your wealth management CV, add a header that establishes the design language of the document. Include the necessary contact information: your full name, email address, phone number and location. It's not typically necessary to include your full address. Additionally, including your LinkedIn profile as a URL can be useful, as it will help the reader to quickly and easily access further information about your career and credentials.

For UK jobs, it's generally not a good idea to add a photo or any other personal details beyond your basic contact information. This means leaving off details such as your age, gender, ethnicity and nationality, as these can introduce bias to the selection process and complications related to the Equality Act 2010.

CV Summary

Below your CV header, the next section tends to be a CV summary or CV objective. This paragraph briefly explains a few of your key skills and qualities, so employers can easily understand whether you're likely to be a suitable candidate for the wealth managemer job. The CV objective provides an alternative to the standard CV summary. While the CV summary focuses on your skills and achievements through your work experience, a CV objective highlights your ambitions and plans for the future, including how the role fits with these. This makes it ideal for junior candidates.

Whether you choose to write a summary or an objective, aim for a length of two or three sentences, introducing your key skills, unique qualities and key achievements or ambitions, making sure they reflect what's included in the job description.

An effective summary will include brief reference to one or two of your strongest skills, ensuring they reflect the skills listed in the job description. It's important to make your skills and qualities feel unique to you, and show how you've used them to positive effect in your career to date. Here's an example of an effective wealth management CV summary, with evidence of your impact and neat, well-structured sentences:

The CV summary above contains various red flags and things to avoid. While the differences are subtle, they can make all the difference. There are several factors that could make your summary less engaging. These include using long, poorly-structured sentences, failing to add evidence of your impact, being too generic with the skills you mention and not adapting your CV summary to specifically respond to the job description.

Work Experience

A CV's work experience section is usually its most important element. Employers will want to see how you've developed relevant skills in previous roles, and how you've put them to good use in successful projects and career achievements. Always tailor this section of your CV, focusing on keywords and phrases that match the job description, so employers can assess how you might put the same skills and qualities to good use in the future.

Create a list of all your most relevant roles, going back up to 10 or 15 years if necessary. Include your job title, the name of the employer, its location and the dates you worked there. Include bullet points that explain how you put your skills to good use in each previous role.

What differentiates one CV work experience section from all the others is the use of action verbs and quantifiable evidence in your bullet points. It should showcase how your actions led to positive outcomes for the employer, and show a progression in your skills throughout your career. Take a look at this wealth management CV example work experience section for inspiration:

The example above shows what not to do with your wealth management CV work experience section. A less-engaging work experience section might include irrelevant roles or jobs from a long time ago, and generic information that fails to address the requirements of the job description. It could also lack evidence to support the claims made in the bullet points.

Education and Qualifications

In your education section, list any formal qualifications you've gained, particularly those that are most recent or required for the role.

Wealth managemer jobs tend to require a relevant university degree just to be eligible for the role, so you'll want to showcase this in your CV. If you have a Bachelor of Science in Finance or another related degree that makes you an eligible candidate for the position, add it to your CV. You could also add other degrees or qualifications that highlight your key skills, like tax compliance regulations or portfolio management software.

When adding your qualifications to your education section, choose the highest relevant qualifications, and list them in reverse-chronological order, starting with your most recent. Add the name and level of the award, the institution, its location and your dates of study or graduation. If you have space or if you particularly want to emphasise your qualifications, you could add one or two bullet points under each entry, highlighting specialist areas of study, projects you worked on, awards you won or societies you were a member of.

If the job description requires any specialist certifications or licences, you may wish to add these in your education section. If you add these, it's also a good idea to include the expiration date of the licence or qualification, if it has one.

Skills

A CV's skills section is the place to show the reader, in an easily accessible format, that you have the necessary skills for the job. Read the job description to understand the most essential skills, and create a list of both hard and soft skills, ensuring you include some of your strongest, most unique characteristics and qualities to set you apart from the competition. For a wealth management CV, you'll want to focus on the most relevant skills for the role that match your skill set, including relationship building and risk assessment modelling, to catch the reader's attention and show you're qualified for the wealth managemer position.

Hard Skills

Hard skills and technical skills are specialist skills that are essential for carrying out the main responsibilities of the role. You might acquire hard skills through study, or through on-the-job training, and some hard skills may require a certification or licence. For wealth managemer positions, hard skills that match your abilities, such as financial modelling with excel, and risk assessment modelling tend to be valued by recruiters and hiring managers. After checking the job description, include a list of four or five key hard skills in your CV to confirm that you have the necessary expertise for the role.

The best hard skills to include are typically listed as 'essential' or 'required' in the job description. Aim for a mix of the most desirable skills, together with those you have the highest proficiency in. For the best chance of success, you'll want your strongest skills to match closely with those most desired by the employer.

Take a look below to see the type of skills that are commonly listed in a wealth management CV hard skills section:

Soft Skills

In your soft skills list, add any personal qualities and transferable skills that show you'll be a good fit for the role, you'll settle in well with the organisation and you'll complement other team members. Soft skills are typically more transferable and applicable to different roles than hard and technical skills. The world of work is evolving at a rapid pace, changing the types of hard skills required for many roles, and therefore rendering soft and transferable skills more valuable than ever. Soft skills are also extremely valuable for junior and entry-level roles, where candidates aren't necessarily expected to have a wealth of relevant work experience.

Just like the hard skills section, begin by reviewing the job description to learn the most desirable soft skills to include in your wealth management CV. Only add soft skills that you can provide evidence for throughout your CV. Create a list of four or five transferable skills, combining the most essential skills from the job description with the skills that help you to stand out as a unique and compelling candidate for the position.

Below is a selection of soft skills regularly featured in a wealth management CV.

Languages

Including a section on language skills can be beneficial, if you speak at least one language to a reasonable level of competency, in addition to your mother tongue. This is true even if language skills aren't a requirement for the role, as foreign language abilities often correlate to other valuable soft skills. Under this section, list any foreign languages you speak to a professional standard, with an indicator of your competency level for each.

The methods for indicating your foreign language skills on your CV include assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

You might choose to adopt an international standard framework for languages, such as the Common European Framework of Reference (CEFR). This assigns a standardised level to your language skills, for example:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications and Licences

To showcase additional qualifications and training beyond the basic requirements for the role, consider adding a certifications section to your CV. If you've been proactive in pursuing professional development opportunities throughout your career, it's worth showcasing them. Not only do they make you more qualified, they also show a proactive and motivated mindset. In addition, the certifications section can be a valuable addition to your wealth management CV if you're applying for a role that cites certain certifications or licences as a necessity in the job description. These might include roles where the use of specialist software or equipment forms part of your everyday duties.

Here is a list of some key certifications and licences that can be particularly useful for wealth managemer applications:

Additional Sections

Including optional sections in addition to the core sections of your wealth management CV can help you to show employers you're a strong candidate for the job. If you're struggling to show all the necessary skills for the job through your work experience or other core sections, optional sections can give your CV the boost it needs to progress you to the interview stage. This could be particularly helpful for entry-level candidates or career changers.

You’ll find more in-depth guidance on structuring your CV in our career resources, designed to help you present your skills as effectively as possible.

Hobbies and Interests

Your hobbies and interests can be a useful way of showcasing additional skills that are relevant to the job description, but that you haven't been able to prove via your work experience. Additionally, hobbies and interests are an ideal way to show the employers some elements of your personality and interests beyond work, which can set you apart from other candidates. However, hobbies and interests can only add value to your CV if they provide evidence of skills and experience that you can use in the role you're applying for. As such, only add hobbies as a way of filling gaps in the skills you've developed or used through work experience.

Key Achievements

Creating a section for your achievements and awards can help you draw attention to the things you're most proud of in your career to date. If you've won any awards or achieved any key milestones in your career to date, you might want to mention them here.

Volunteering

Another way of showing employers your skills and experience is through volunteer roles. If you're struggling to show you have the necessary credentials through your work experience, volunteering can provide valuable examples of how you've put your skills into action. Structure your volunteering section the same as your work experience section.

Add your job title or the name of the volunteer role, the organisation, its location and the dates you volunteered. Also add some bullet points outlining your skills and experience in the role, as well as any key achievements.

Most impactful action verbs for a wealth management CV

Starting each of your work experience bullet points with strong action verbs is a great way to showcase your key skills and qualities, and demonstrate the impact they've had in your career to date. Start each bullet point with a verb linked to the skills required in the job description, to add focus to your work experience section and make it easy for the reader to identify your strengths. You'll also want to back up any action verbs you're using with quantifiable evidence that showcases the value you added for previous employers. Use the past tense for action verbs that describe previous roles, with the present tense for any current responsibilities and achievements.

Full example of wealth management CV

Now you know how to create a wealth management CV for maximum impact, take a look below at this full, completed example:

If you want a sneak preview of what your one-page, fully designed and finalised CV might look like, see our completed examples.

Guide to making your CV ATS compatible

Applicant tracking systems (ATS) are becoming more and more integral to the recruitment process for many employers. These systems ease the burden of the recruitment process by performing various tasks, including scanning and ranking CVs based on their likely fit to the job description. By taking on this task, the systems can save hiring managers the time and effort of reviewing every CV in detail. With vacancies regularly receiving hundreds of applications, this can increase the efficiency of the recruitment process.

The growing prevalence of ATS apps requires a shift in approach by jobseekers, to prepare a CV with the best chance of passing the ATS screening stage. That's why we've put together a list of key ATS CV tips, to maximise your chances of success:

• Include keywords and phrases that mirror the job description, increasing your chances of ranking highly in the ATS screening stage.
• Use clear headings that reflect standard CV conventions, such as 'work experience', 'education' and 'skills'.
• Choose a simple, straightforward CV layout with clear, consistent formatting, that avoids text boxes, graphics or other special design elements, as these can make your CV harder to scan.
• Select a widely-used font in either serif or sans serif style, with a font size between 10 and 12 for body text and 14 and 16 for heading text.
• Use bullet points throughout your CV in place of full sentences. This serves a few purposes, reducing the overall length, helping keywords stand out and making it overall more scannable by ATS apps.

You might feel there are a lot of steps to creating an ATS-compatible wealth management CV, but with just a few small changes, you can ensure your CV passes this stage. Use one of our ATS-compatible CV templates, which are designed by experts to give you the best chances of success.

Key takeaways for an impactful wealth management CV

To grab the attention of the reader with your CV, tailor it to the exact specifications of the job description, incorporating keywords and phrases that match the employer's requirements. Pick a CV format that matches your experience level, and focus on showing the reader how you've developed relevant skills and put them to good use to add value for previous employers.

Finally, building your CV using Jobseeker's HR-approved CV templates can help to catch the eye of recruiters and hiring managers, making your application stand out and giving you the best chance of gaining your dream job.

Sources:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, HR Trends