Wealth Manager Resume Example & Writing Guide
View a professional wealth manager resume example with proven bullet points, key skills, and expert tips. Copy what works and customize with your own experience.
Professional Summary Examples
Start your resume with a compelling summary. Here are proven examples you can adapt:
Senior wealth manager with 10+ years of experience advising ultra-high-net-worth clients with $500M+ in combined assets under management. Delivered average annual portfolio returns of 11.5% while preserving capital during volatile markets. Expertise in multi-generational wealth transfer, alternative investments, and tax-efficient strategies.
Chartered wealth manager specializing in holistic financial planning for executives and business owners. Grew AUM from $50M to $200M in 5 years through strategic client acquisition and exceptional service. Skilled in equity compensation planning, concentrated stock strategies, and philanthropic giving.
Client-centric wealth management professional with deep expertise in retirement planning and estate preservation. Manages $300M in client assets across 150 relationships with a 99% retention rate. Known for translating complex financial concepts into clear, actionable strategies for clients and their families.
Work Experience Bullet Points
Use these achievement-focused bullet points as inspiration. Replace the numbers with your own metrics.
- Managed $500M+ in combined client assets across 200+ ultra-high-net-worth relationships with minimum account size of $1M
- Grew book of business from $50M to $200M AUM in 5 years through referrals, centers of influence, and targeted prospecting
- Delivered average annual portfolio returns of 11.5% over 8 years, outperforming benchmark by 2.3% on risk-adjusted basis
- Maintained 99% client retention rate through proactive communication, quarterly reviews, and personalized service model
- Structured $75M in wealth transfer plans utilizing GRATs, family LLCs, and charitable remainder trusts, saving clients $12M in estate taxes
- Designed alternative investment allocations across private equity, real estate, and hedge funds comprising 25% of client portfolios
- Generated $4.2M in annual advisory revenue, ranking in top 3% of firm's 500+ advisors nationwide
- Led team of 4 associates and 2 client service professionals supporting 200+ client relationships
- Implemented tax-loss harvesting and asset location strategies saving clients an average of $85K annually in tax liabilities
- Organized 20+ exclusive client events annually, strengthening relationships and generating 40+ qualified prospect introductions
Key Skills for Wealth Manager Resume
Include these skills on your resume to pass ATS screening and impress recruiters:
Recommended Certifications
These certifications can strengthen your wealth manager resume:
Tips for Your Wealth Manager Resume
- Quantify your achievements: Use specific numbers, percentages, and dollar amounts to demonstrate impact.
- Use industry keywords: Include terms from the job description to pass ATS screening.
- Lead with action verbs: Start bullet points with strong verbs like developed, implemented, increased, reduced.
- Keep it concise: Aim for one page unless you have 10+ years of relevant experience.
Frequently Asked Questions
What should a wealth manager include on their resume?
Lead with AUM (assets under management), client retention rates, and revenue generated. Detail your client demographic (HNW, UHNW, institutional) and service model. Include investment performance metrics, planning specializations (estate, tax, retirement), and certifications like CFP, CFA, or CPWA.
How do I differentiate my wealth management resume?
Highlight what makes your practice unique: specific client niches served (executives, business owners, retirees), planning specialties (equity compensation, philanthropy), and investment approach (alternatives, ESG). Quantify business growth, client satisfaction, and competitive rankings within your firm.
What metrics matter most on a wealth manager resume?
AUM growth, client retention rate, revenue generated, and portfolio performance relative to benchmarks are the four most impactful metrics. Also include number of client relationships, average account size, and new assets attracted. These numbers immediately communicate your scale and effectiveness.
Ready to Build Your Wealth Manager Resume?
Start with our free builder — no sign-up required. Your resume will be ATS-optimized and ready to download as PDF.
Related Resume Examples
Financial Advisor Resume Example
Finance · $95,000
Investment Banker Resume Example
Finance · $120,000
Financial Analyst Resume Example
Finance · $80,000
Risk Analyst Resume Example
Finance · $88,000