Crafting a CV that showcases your ability to foster strong client relationships and manage financial portfolios can be a daunting challenge. Our guide offers detailed instructions and examples to help you highlight your interpersonal skills and strategic management expertise effectively on your CV.
Land the job of your dreams with our bespoke guide on how to:
- Design and format your professional relationship manager CV;
- Curate your key contact information, skills, and achievements throughout your CV sections;
- Ensure your profile stays competitive by studying other industry-leading relationship manager CVs;
- Create a great CV even if you happen to have less professional experience, or switching fields.
When writing your relationship manager CV, you may need plenty of insights from hiring managers. We have prepared industry-leading advice in the form of our relevant CV guides.
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Resume examples for relationship manager
Explore additional relationship manager cv samples and guides and see what works for your level of experience or role.
By Experience
Senior Relationship Manager
- Structured Achievement Documentation - Ivy Ward's CV is meticulously organized, articulating a well-defined career progression that emphasizes her role in securing substantial funding and enhancing donor engagement. The structure presents her qualifications and accomplishments in succinct bullet points, making it easy to identify key successes, such as the £6m fundraising delivery.
- Strategic Career Progression in Philanthropy - The CV illustrates a clear upward trajectory in the non-profit sector, from Donor Relations Officer to Senior Relationship Manager, showcasing her ability to take on increased responsibilities. Each role builds upon her previous experiences, demonstrating strong growth and her capacity to lead significant fundraising initiatives.
- Pioneering Fundraising Techniques - Ivy’s use of advanced fundraising methodologies, such as developing major donor strategies and implementing CRM systems for donor management, highlights her dedication to evolving industry practices. This technical depth, combined with her ability to increase donations and improve data accuracy, underscores her expertise and innovative approach to philanthropy.
Junior Relationship Manager
- Strong focus on relationship management and partnerships - The CV clearly emphasizes the candidate's ability to establish and maintain partnerships, which is crucial for a Junior Relationship Manager role. Oscar's experience in SME lending and partnership streamlining illustrates a deep understanding of the financial industry's intricacies.
- Well-defined career growth - The progression from a Partnerships Intern at Zopa to a Relationship Associate at Funding Circle demonstrates Oscar's rapid career advancement. This trajectory reflects not only personal development but also an increasing level of responsibility and impact within the financial sector.
- Robust data and analytical skills - The CV showcases Oscar’s proficiency in data-driven decision-making, highlighted by achievements like developing data-driven insights that resulted in increased decision-making based on data. This skill set is crucial for identifying growth opportunities and driving business success in a competitive industry.
Executive Relationship Manager
- Strategically Structured Career Path - The CV outlines a clear progression from Vendor Analyst to Senior Banking Vendor Relationship Manager, portraying a trajectory of increasing responsibility and influence within the banking sector. This progression illustrates Chloe Bell's ability to grow and adapt in the industry, indicating her readiness for higher-level roles.
- Integration of Technical Tools and Skills - The CV effectively highlights industry-specific tools and methodologies such as "Microsoft Office Suite" and "Tableau," alongside essential skills like "Project Management" and "Strategic Planning." This combination showcases Chloe's ability to leverage technology and strategic frameworks to drive success in vendor management.
- Business-Relevant Achievements with Quantifiable Impact - Chloe's accomplishments, such as achieving £1.5M in cost savings and a 98% on-time project completion rate, are not merely numerical but directly linked to business objectives. These achievements illustrate her capability to enhance company profitability and operational efficiency, making her a valuable asset.
By Role
Client Relationship Manager
- Crystal Clear Structure and Conciseness - The CV is organized with distinct sections for every key area, helping convey the individual's professional journey succinctly. It uses bullet points effectively to maintain clarity and focus, ensuring that the most vital information is easily accessible, highlighting the candidate's skills and achievements without overwhelming the reader.
- Strategic Career Progression - Mia Ward's career trajectory illustrates a consistent growth path within facilities management, highlighting stable upward mobility from Facilities Coordinator to Client Relationship Manager. This progression emphasizes her dedication and competence in enhancing operational efficiencies and client management, proving her ability to take on increasingly complex roles with significant responsibilities.
- Noteworthy Achievements with Tangible Business Impact - The CV showcases strong achievements that have direct business relevance, such as a 20% increase in client satisfaction scores and a 15% reduction in operational costs, demonstrating Mia's capability to positively influence organizational performance through strategic initiatives. These accomplishments not only underscore her expertise but also translate her efforts into measurable successes for her employers.
Corporate Banking Relationship Manager
- Clear and Structured Content Presentation - The CV is crafted with a clear and logical structure, making it easy for potential employers to quickly identify the candidate’s qualifications, experience, and skills. Each section is concise and informative, effectively summarizing key points without overwhelming details.
- Diverse Career Trajectory - The candidate has shown significant career growth and adaptability, transitioning from a Financial Analyst role to becoming a Senior Client Relationship Manager. This progression reflects not only an upward movement in responsibilities but also an expansion of expertise across different roles and organizations.
- Achievements with Tangible Business Impact - The CV emphasizes achievements by including specific metrics, like improving client satisfaction by 30% and increasing client adoption by 25%, highlighting not just the skills but also the significant positive impact the candidate has had on business outcomes.
Wealth Management Relationship Manager
- Strong Career Progression Within Wealth Management - Alice Barnes has clearly demonstrated significant career growth, advancing from an Investment Analyst at Baillie Gifford to a Senior Relationship Manager at Schroders within a span of five years. This upward trajectory showcases her dedication and rapidly growing expertise in wealth management and client services.
- Diverse Skill Set Tailored to Financial Services - The CV reflects a comprehensive set of skills, including client relationship management, investment strategy formulation, and estate planning. Alice's ability to develop tailored financial strategies and optimize team operations highlights her technical depth in managing high net worth client portfolios effectively.
- Outstanding Achievements and Impactful Results - Highlights such as achieving a 25% average ROI improvement for client investments, securing £50M in new client business, and enhancing service delivery speed by 40% position Alice as an asset to potential employers. These accomplishments underscore her capacity to deliver significant business value through strategic relationship management and process innovation.
Relationship Manager in Insurance
- Structured and succinct presentation - The CV maintains a clean structure, making it easy to navigate through key sections like experience, education, and skills. Bullet points are used effectively to convey crucial information concisely, ensuring that the reader quickly grasps the candidate's qualifications and achievements without wading through unnecessary details.
- Progressive career trajectory with leadership roles - Jack Taylor’s career progression showcases a clear trajectory of growth, moving from a Relationship Manager to an Operations Leader, and finally to a National Account Manager. This progression highlights increasing levels of responsibility and leadership within the insurance industry, underscoring his ability to adapt and excel in more complex roles over time.
- Noteworthy use of CRM tools and market insights - The CV emphasizes Taylor's proficiency in CRM software and his ability to leverage market insights, both crucial for driving account growth in the insurance industry. His application of these tools not only improves client retention and response times but also informs strategic decisions, illustrating a deep technical understanding and strategic mindset.
Relationship Manager in IT Services
- Clear and Structured Presentation - The CV is well-organized with distinct sections such as experience, education, skills, and achievements, allowing for quick assessment by recruiters. Each section is concisely presented, with bullet points that summarize key experiences and accomplishments effectively.
- Career Trajectory Demonstrating Growth - Joshua Patel’s career shows a notable progression from Technology Project Lead to Regional IT Manager. The trajectory reflects continuous professional development and increasing responsibility, showcasing advancements in both leadership scope and strategic impact over a span of years in the IT industry.
- Achievements with Tangible Business Impact - The achievements section highlights significant business advantages, detailing not only the numbers but also the broader organizational impact, such as reduction in operational costs and improved compliance. This clearly demonstrates the candidate’s ability to drive substantial value in a business context.
Strategic Relationship Manager
- Content Presentation and Structure - Thomas Walker's CV is exceptionally clear and well-structured, presenting each section with defined headings and bullet points that efficiently convey the key responsibilities and achievements without overwhelming the reader. This clarity and conciseness make it easy to assess his qualifications at a glance.
- Career Trajectory and Growth - The CV outlines a robust career progression, emphasizing Walker's growth from a Digital Relationship Manager to a Global Head of Digital Strategy. This advancement across well-reputed companies highlights his capacity for increased responsibility and leadership roles within the field of digital strategy management.
- Achievements and Business Relevance - Detailed achievements within each role, such as a 25% increase in digital sales and a 30% rise in customer engagement, illustrate Walker's direct impact on business performance. These metrics are not just numbers; they underscore his ability to drive growth and satisfaction, reinforcing his relevance as a strategic asset to any digital-driven organization.
Customer Relationship Manager
- Structured and Concise Presentation - The CV is structured in a clear and concise manner, with distinct sections delineating information such as experiences, education, skills, and achievements. Bulleted points effectively summarize key responsibilities and accomplishments, enabling quick comprehension of the candidate’s qualifications.
- Diverse Career Trajectory - Jacob Roberts showcases significant growth by transitioning from an accountancy role to successfully managing customer relationships in the tech industry. This career progression highlights adaptability and the advancement of skills pertinent to managing clients and projects across different sectors.
- Proven Impact and Achievements - The CV emphasizes achievements that have had a tangible impact on the business, such as increasing customer satisfaction by 25%, improving renewal rates by 20%, and boosting upsell opportunities significantly. These metrics underscore the candidate’s ability to not only meet but exceed business goals through strategic initiatives.
Vendor Relationship Manager
- Clear and organized content presentation - The CV is structured in a manner that makes it easy to follow, with clearly delineated sections for experience, education, skills, and achievements. Each section contains concise bullet points that effectively communicate key responsibilities and accomplishments, allowing the reader to quickly grasp the candidate's qualifications and experience.
- Impressive career trajectory - Ava Phillips has demonstrated significant career growth, evolving from a Sourcing Specialist to a Vendor Relationship Manager. This progression showcases increased responsibilities and specialization in vendor management, underscoring her dedication to advancing within the supply chain and procurement sectors.
- Significant business impact through achievements - The CV highlights several achievements that emphasize not just cost savings but also overall enhancements to business operations. For example, a £250,000 annual saving demonstrates her capability of driving cost reductions, while expanding the supplier network improves service quality and reduces risks, showcasing her strategic influence on the company's supply chain efficiency.
International Relationship Manager
- Content Presentation and Structure - The CV stands out due to its clear and structured presentation. Each section is well-defined, allowing for easy navigation through the candidate’s background. This clarity ensures that key information, like professional experience and education, is quickly accessible, highlighted with concise bullet points that emphasize achievements and responsibilities without overwhelming detail.
- Adaptability and Cross-Functional Experience - Demonstrating adaptability, the candidate has taken on various roles with both corporate and non-profit organizations. This cross-functional experience, evidenced in positions like Trade Finance Volunteer Consultant for the British Red Cross, showcases the ability to transfer skills and apply financial expertise across different sectors, adapting to new challenges and operational environments.
- Achievements and Business Impact - Achievements are articulated with business relevance, highlighting not just numbers but the impact of those accomplishments. For example, the candidate reports securing strategic partnerships and optimizing foreign exchange rates to save clients’ costs. These successes are presented alongside quantifiable outcomes, underlining the candidate's capacity to deliver meaningful, revenue-driving results in a competitive market.
Key Account Relationship Manager
- Structured and Intuitive Content Presentation - Chloe Bell's CV is well-organized with clear sections that guide the reader through her professional journey. Each section is carefully labeled, making it easy to follow her career trajectory and understand her qualifications. The bullet-point format within the experience section allows for quick and effective communication of her achievements and responsibilities.
- Consistent Career Progression - The CV outlines a clear trajectory from Account Executive to Key Account Manager, demonstrating Chloe's growth and adaptability within the competitive defense industry. Her promotions at reputable companies like BAE Systems, Rolls-Royce, and General Dynamics UK highlight her ability to achieve significant milestones and take on increasing responsibilities over time.
- Industry-Specific Expertise and Tools - Chloe's proficiency in CRM Management and defense industry knowledge are vital assets featured in her CV. Her achievements, such as enhancing CRM data accuracy by 95%, showcase her applied technical skills that directly impact client satisfaction and business efficacy, indicating a deep understanding of industry tools and methodologies.
Relationship Manager in Logistics
- Strong emphasis on leadership and team optimization - The CV showcases an impressive track record in staff management and development, highlighting initiatives such as leading a team to achieve cost reductions and operational improvements. This focus underlines Lily's ability to effectively harness her team's potential, markedly boosting group productivity and regulatory compliance.
- Significant career progression within logistics and waste management - Lily's career trajectory reveals consistent growth and expanding responsibilities, moving from a Logistics Coordinator to a Logistics & Customer Service Manager. This progression reflects her increasing influence and expertise in managing complex logistics operations, continuously adapting to new challenges within different companies.
- Comprehensive technological proficiency and industry-specific strategies - The CV details dynamic use of logistics software and direct experiences like implementing a new system to enhance operational efficiency. Lily's specialized courses in advanced optimization strategies illustrate her commitment to staying updated on industry trends and driving innovation in logistics management.
Investment Relationship Manager
- Strategic Career Progression - Louis Wood's career trajectory reflects a clear path of growth within the financial sector, advancing from a Client Advisor at Lloyds Bank to a Relationship Manager at Barclays. This progression highlights his ability to leverage experience and develop skills in client relationship management and business development, leading to his current role focused on high-impact strategies and client-centric solutions.
- Exceptional Achievements with Business Impact - The CV effectively showcases Louis's impact through measurable achievements, such as increasing the client portfolio by 30% and generating £5 million in new business loans at Barclays. These accomplishments not only demonstrate a strong ability to exceed targets but also underscore his capabilities in delivering significant business growth through strategic initiatives and client engagement.
- Comprehensive Soft Skills and Cross-Functional Ability - Louis demonstrates strong soft skills and adaptability through his capability in cross-functional collaboration, evidenced by enhancing team capabilities and conducting trainings to directly improve sales performance. His extensive experience in negotiating complex financial solutions and improving cross-department coordination to enhance customer satisfaction highlights his leadership qualities and commitment to seamless client service.
Non-Profit Relationship Manager
- Showcases a Strategic Career Path - Isaac Scott's CV presents a clear career progression from Corporate Event Coordinator to Senior Events Manager, illustrating a structured pathway in the life sciences industry. This trajectory reflects professional growth through increased responsibilities and leadership in event strategy and execution for large corporations.
- Emphasizes Cross-Functional Collaboration - The CV highlights Isaac's ability to work effectively with cross-functional teams, enhancing event delivery and logistics, which underscores adaptability and team synergy in achieving superior results, like a 20% increase in attendee satisfaction scores.
- Highlights Innovative Event Management Techniques - Isaac integrates advanced strategies such as global platform innovations and logistical improvements that reduce onsite issues by 30%. This focus on efficiency and innovation places Isaac at the forefront of modern event management methodologies, crucial for driving attendee engagement and satisfaction.
Healthcare Relationship Manager
- Concise and Well-Structured Presentation - The CV is presented in a clear and structured format that allows easy navigation through Noah Jones's professional journey. Information is concise, with key accomplishments and roles highlighted clearly, facilitating quick assessment by hiring managers.
- Significant Career Growth and Industry Focus - Noah has shown impressive career progression from a Relationship Manager to a Senior Relationship Manager specializing in healthcare client development. This shows a focused career path with increasing responsibility, illustrating growth and commitment within the asset management and banking sectors.
- Achievements Highlight Business Impact - The CV includes measurable achievements with direct business relevance, such as a 25% annual portfolio growth and a 30% reduction in account opening time. These accomplishments demonstrate Noah's ability to contribute significantly to revenue growth and process improvement, making him a valuable asset to potential employers.
Real Estate Relationship Manager
- Content Presentation is Clear and Concise - The CV is structured in a way that emphasizes clarity and precision, making it easy for the reader to quickly grasp Chloe Bell's competencies and professional journey. Bulleted lists under each job title enhance readability and highlight significant achievements without overwhelming detail. Each section is well-organized, allowing the overall narrative to flow logically from one section to the next.
- Steady Career Growth and Development - Chloe Bell's career trajectory showcases a clear path of progression within the commercial real estate and banking sectors. Starting as a Credit Analyst at Barclays and advancing to the role of Assistant Relationship Manager at HSBC, each role reflects increased responsibilities and expertise. This growth underscores a strong commitment to her field and a demonstrated ability to handle complex challenges effectively.
- Industry-Specific Expertise with Impactful Achievements - The CV captures unique elements of Chloe's experience, such as her proficiency with commercial real estate debt portfolios and risk assessments. Her technical depth in managing compliance processes and improving loan recovery rates by 35% illustrates a high level of industry-specific knowledge and capability. These achievements not only showcase her expertise but also highlight the tangible business impact of her work, reinforcing her value to potential employers.
Relationship Manager in Telecommunications
- Structured and Concise Presentation - The CV is effectively organized into sections like experience, skills, education, and achievements, each following a logical flow that enhances clarity. Key information is presented concisely, and bullet points are used to highlight major accomplishments, ensuring easy readability and immediate understanding of the candidate's qualifications.
- Progressive Career Trajectory - Charlotte Powell's career path demonstrates a clear upward progression from IT Project Manager to Telecommunications Operations Manager within prominent companies like Virgin Media and BT Group. This career trajectory highlights her readiness to take on more complex responsibilities and strategic roles, underscoring her growth and capability within the telecommunications industry.
- Notable Achievements with Tangible Impact - The CV lists significant achievements, such as spearheading strategic planning efforts and orchestrating contract negotiations that led to substantial cost savings. These accomplishments not only highlight her strategic influence but also demonstrate her ability to produce business-relevant outcomes, reinforcing her value to potential employers in terms of financial performance and operational efficiency.
Formatting your relationship manager CV to meet the role expectations
Staring at the blank page for hours on end, you still have no idea how you should start your professional relationship manager CV. Should you include more colours, two columns, and which sections? What you should remember about your CV format is this - ensure it's minimalistic and doesn't go over the top with fancy fonts and many colours. Instead, focus on writing consistent content that actually answers the job requirements. But, how about the design itself :
- Use the reverse chronological order to showcase your experience, starting with your most recent role;
- Include your contact details (email address, phone number, and location) - and potentially your professional photo - in the header;
- Must-have CV sections include summary or objective, experience, education, and skills: curate the ones that fit your profile;
- Your professional relationship manager CV should be between one-to-two pages long: select the longer format if you have more experience.
A little bit more about your actual CV design, ensure you're using:
- plenty of serif or sans serif font (e.g. Montserrat, Exo 2, Volkhov) as they are Applicant Tracker System (ATS) compliant. Avoid the likes of Arial and Times New Roman because most candidates' CVs are in this typography.
When submitting your CV, are you still not sure what format it should be? Despite the myth that has been circling around, most modern ATS systems are perfectly capable of reading PDFs. This format is an excellent choice as it keeps all of your information intact.
PRO TIP
Use font size and style strategically to create a visual hierarchy, drawing the reader's eye to the most important information first (like your name and most recent job title).
The top sections on a relationship manager CV
- Professional Summary highlights your client relationship skills because it gives a snapshot of your experience and expertise.
- Key Relationship Management Achievements showcases specific successes and quantifiable outcomes in your previous roles.
- Relevant Work Experience is important as it details your career history and relevant positions you've held.
- Educational Background must be included, showing your qualifications pertinent to the role of a relationship manager.
- Skills in Negotiation and Communication are crucial to list, as they are at the core of a relationship manager's responsibilities.
What recruiters value on your CV:
- Highlight your interpersonal and communication skills by providing examples of past successes in building and maintaining strong client relationships, as well as your ability to negotiate and resolve conflicts.
- Emphasise your experience with CRM systems and data analysis tools, showcasing your ability to utilise technology for managing client information and identifying opportunities for growth.
- Detail your understanding of financial products and markets if pertinent to the role, demonstrating your capability to advise clients effectively based on their needs and goals.
- Showcase your track record in achieving sales targets and expanding client portfolios, as these are critical indicators of your effectiveness as a relationship manager.
- Include any relevant certifications or ongoing professional development in banking, finance, or relationship management to establish your commitment to the field and staying current with industry practices.
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How to present your contact details and job keywords in your relationship manager CV header
Located at the top of your relationship manager CV, the header presents recruiters with your key personal information, headline, and professional photo. When creating your CV header, include your:
- Contact details - avoid listing your work email or telephone number and, also, email addresses that sound unprofessional (e.g. koolKittyCat$3@gmail.com is definitely a big no);
- Headline - it should be relevant, concise, and specific to the role you're applying for, integrating keywords and action verbs;
- Photo - instead of including a photograph from your family reunion, select one that shows you in a more professional light. It's also good to note that in some countries (e.g. the UK and US), it's best to avoid photos on your CV as they may serve as bias.
What do other industry professionals include in their CV header? Make sure to check out the next bit of your guide to see real-life examples:
Examples of good CV headlines for relationship manager:
- Relationship Manager | Client Retention Specialist | Accredited Wealth Management Advisor | 8+ Years' Experience
- Senior Client Relations Expert | Stakeholder Engagement | Certified Relationship Management Professional | 10 Years' Success
- Corporate Relationship Manager | B2B Sales Strategist | Chartered Manager | 15+ Years' Leadership
- Junior Relationship Officer | Customer Acquisition & CRM Systems | Bachelor's in Business Administration | 2 Years' Experience
- Client Relationship Director | Cross-Functional Team Leader | MSc Marketing | Strategic Partnership Builder | 12 Years
- Strategic Account Manager | Financial Services Expert | Certified Customer Service Professional | 7 Years Progressive Experience
Opting between a relationship manager CV summary or objective
Within the top one third of your relationship manager CV, you have the opportunity to briefly summarise your best achievements or present your professional goals and dreams. Those two functions are met by either the CV summary or the objective.
- The summary is three-to-five sentences long and should narrate your best successes, while answering key requirements for the role. Select up to three skills which you can feature in your summary. Always aim to present what the actual outcomes were of using your particular skill set. The summary is an excellent choice for more experienced professionals.
- The objective is more focused on showcasing your unique value as a candidate and defining your dreams and ambitions. Think about highlighting how this current opportunity would answer your career vision. Also, about how you could help your potential employers grow. The objective matches the needs of less experienced candidates, who need to prove their skill set and, in particular, their soft skills.
Still not sure about how to write your CV opening statement? Use some best industry examples as inspiration:
CV summaries for a relationship manager job:
- Seasoned Relationship Manager with over 10 years of experience fostering robust client relationships in the financial services sector. Specialised in developing tailored wealth management strategies, resulting in a 20% increase in client retention for a major bank. Expert in leveraging CRM systems to maximise client satisfaction and drive business growth.
- Dedicated professional with 15 years in retail banking looking to transition into a Relationship Manager role. Adept at cross-selling products and creating personalised customer solutions that led to a 30% upsurge in branch sales. Keen to apply strong interpersonal skills and customer service background to deepen client relationships.
- Dynamic marketing expert eager to transition to relationship management, bringing over 7 years of experience in developing strategic partnerships and executing successful branding campaigns. Proven ability in building trust and maintaining long-term client engagement. Excited to apply a creative approach to client management in a dynamic financial environment.
- Accomplished sales professional with 12 years of experience and a track record of surpassing multi-million pound targets, seeking to pivot into relationship management within the banking industry. Recognises the critical role of customer trust and personalised service in driving revenue and loyalty. Committed to utilising a consultative sales approach to forge and cultivate enduring professional relationships.
- As a recent finance graduate, I am eager to embark on a career as a Relationship Manager, bringing an enthusiastic approach to client service and a strong understanding of financial analysis. Intent on developing and nurturing client relationships through meticulous attention to detail and proactive problem-solving.
- Enthusiastically pursuing an entry-level opportunity as a Relationship Manager with no prior experience in the field, armed with a fresh perspective and a deep commitment to learning. Adept in communication and interpersonal skills, aiming to deliver outstanding client experiences by building on a rapid-learning capability and genuine passion for client success.
Narrating the details of your relationship manager CV experience section
Perhaps you've heard it time and time again, but, how you present your experience is what matters the most. Your CV experience section - that details your work history alongside your accomplishments - is the space to spotlight your unqiue expertise and talents. So, avoid solely listing your responsibilities, but instead:
- adverts' keywords and integrate those in your experience section;
- Use your CV to detail how you've been promoted in the past by including experience in the reverse chronological order.
Before you start writing your relationship manager CV experience section, dive into some industry-leading examples on how to structure your bullets.
Best practices for your CV's work experience section
- Managed a portfolio of 100+ high-value clients, consistently delivering personalised financial advice and fostering trust through regular, proactive communication and needs assessment.
- Implemented strategic relationship-building initiatives that increased customer loyalty by 20%, leading to a significant growth in client retention rates over a two-year period.
- Collaborated with cross-functional teams to design and introduce new wealth management products tailored to client needs, resulting in a 15% uplift in revenue from key accounts.
- Negotiated complex deals with a focus on long-term partnerships, successfully expanding the business network and securing an average of £1 million in additional funds under management annually.
- Utilised advanced CRM tools to efficiently track client interactions, ensuring every touchpoint was recorded and addressed, which enhanced service delivery and client satisfaction metrics.
- Delivered comprehensive quarterly reports to Executives, detailing client engagement activities, feedback, and strategies for continuous improvement in service delivery.
- Facilitated financial planning workshops and webinars for high-net-worth individuals, establishing the company as a thought leader in wealth management and securing a 25% increase in client referrals.
- Identified upselling and cross-selling opportunities through in-depth analysis of client portfolios, contributing to an average of 10% year-over-year growth in assets per client.
- Acted as the primary point of contact for clients during market volatility, providing expert advice and reassurance which helped to maintain investment levels and minimise churn.
Work Experience
Senior Relationship Manager
Barclays Wealth and Investment Management
01/2017-12/2020
- Expanded portfolio by 25% through fostering strong relationships with 15+ key institutional clients, enhancing company’s market presence in finance sector.
- Spearheaded a cross-selling initiative that resulted in 30% increased uptake of wealth management services among existing clients by identifying client needs and aligning services.
- Championed the roll-out of a CRM system that improved client interaction tracking, reducing conflict incidences by 40% and enhancing overall customer satisfaction.
Work Experience
Client Relationship Director
HSBC Private Bank
05/2012-10/2016
- Led a team that consistently achieved top-tier client satisfaction ratings, increasing repeat business by 35% through the provision of tailored investment advice and support.
- Orchestrated the turnaround of a troubled high-value client account, recapturing 100% of the client's business within one fiscal year through strategic engagement plans.
- Negotiated and secured preferential terms with service providers, reducing operational costs by 20% while maintaining high service quality for clients.
Work Experience
Customer Relationship Specialist
Lloyds Banking Group
06/2009-11/2013
- Implemented customer segmentation strategy that increased client retention rates by 18% through the provision of customised service offerings.
- Launched a successful referral program which grew the client base by 22% within a year through leveraging existing relationships.
- Enhanced the customer feedback process, enabling the incorporation of real-time client insights into service improvement which boosted client engagement levels by 25%.
Work Experience
Wealth Relationship Manager
Santander UK
03/2014-02/2019
- Cultivated a portfolio of 100+ high-net-worth individuals, delivering bespoke financial planning services that aligned with their long-term wealth generation goals.
- Drove the adoption of a proactive issue resolution framework that reduced client escalations by 27%, fostering a more trust-based client environment.
- Pioneered a financial literacy workshop series for clients, which improved their understanding of investment products and empowered them to make informed decisions.
Work Experience
Key Account Relationship Manager
Standard Chartered Bank
07/2015-08/2021
- Developed and executed a strategic business plan for a new regional market, achieving a client growth rate of 30% year-over-year.
- Partnered with product teams to create tailored financial solutions that increased client investment by 40% through matching unique client needs with bespoke product offerings.
- Facilitated a series of investment seminars and workshops, resulting in a 32% improvement in client product knowledge and satisfaction.
Work Experience
Business Relationship Manager
NatWest Group
04/2013-05/2018
- Successfully managed and nurtured a portfolio of 50+ SME clients, leading to a consistent year-over-year revenue increase of 20% that outpaced regional growth forecasts.
- Implemented a client feedback aggregation tool that informed service enhancements, resulting in a 15% increase in overall service ratings from clients.
- Led quarterly business reviews with clients, aligning financial products with their evolving business needs and securing an average 25% increase in client transaction volume.
Work Experience
Digital Relationship Management Lead
Revolut Ltd
08/2016-Ongoing
- Orchestrated a digital transformation initiative for client interfacing, improving online engagement by 45% and driving a client retention rate of 95% in a competitive fintech landscape.
- Negotiated strategic partnerships with fintech companies to enhance our digital banking offer, which contributed to a 60% increase in client digital service adoption.
- Directly oversaw the financial needs of an exclusive segment of ultra-high-net-worth individuals, facilitating over £500 million in managed assets.
Work Experience
Corporate Relationship Manager
JP Morgan Chase & Co.
10/2014-01/2020
- Formulated and executed relationship strategies for the top 5% of corporate clients, which drove an increase in client spend by approximately £100 million annually.
- Launched a client-centric initiative that streamlined account management processes and enhanced the accuracy of financial forecasts by 30%.
- Coordinated with cross-functional teams to deliver integrated banking solutions, resulting in an upsell success rate of 45% across my client portfolio.
Lacking professional expertise: how to write your CV to highlight your best talents
Don't count on your lucky stars when you're applying for a role, where you happen to have less (or almost none) professional experience. Recruiters sometimes do hire inexperienced candidates if they're able to present their unique value from the get-go. So, instead of opting for the traditional, CV experience section:
- List any applicable expertise you happen to have - no matter if it's a part-time job, internship, or volunteer work. This would hint to recruiters that your profile is relevant;
- Focus your CV on your transferrable skills or talents you've obtained thanks to your whole life and work experience. In effect, you'll be spotlighting your value as a candidate;
- Separate more space for your applicable academic background and certificates to show you have the technical know-how;
- Ensure that within your objective, you've defined why you'll like the job and how you'll be the perfect match for it. Always ensure you've tailored your CV to individual applications.
Looking for more good examples for your first job? We'll show you how other candidates, with less professional experience, have created their job-winning CVs.
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PRO TIP
Include examples of how you adapted to new tools, environments, or work cultures, showing your flexibility.
Mix and match hard and soft skills across your relationship manager CV
Your skill set play an equally valid role as your experience to your application. That is because recruiters are looking for both:
- hard skills or your aptitude in applying particular technologies
- soft skills or your ability to work in a team using your personal skills, e.g. leadership, time management, etc.
Are you wondering how you should include both hard and soft skills across your relationship manager CV? Use the:
- skills section to list between ten and twelve technologies that are part of the job requirement (and that you're capable to use);
- strengths and achievements section to detail how you've used particular hard and soft skills that led to great results for you at work;
- summary or objective to spotlight up to three skills that are crucial for the role and how they've helped you optimise your work processes.
One final note - when writing about the skills you have, make sure to match them exactly as they are written in the job ad. Take this precautionary measure to ensure your CV passes the Applicant Tracker System (ATS) assessment.
Top skills for your relationship manager CV:
HARD SKILLS
Customer Relationship Management (CRM) software
Salesforce proficiency
Business development
Financial analysis
Market research
Regulatory compliance
Contract negotiation
Project management
Data analysis
Client acquisition and retention strategies
SOFT SKILLS
Interpersonal communication
Active listening
Empathy
Problem-solving
Adaptability
Leadership
Teamwork
Time management
Negotiation
Conflict resolution
PRO TIP
Order your skills based on the relevance to the role you're applying for, ensuring the most pertinent skills catch the employer's attention first.
Education and more professional qualifications to include in your relationship manager CV
If you want to showcase to recruiters that you're further qualified for the role, ensure you've included your relevant university diplomas. Within your education section:
- Describe your degree with your university name(-s) and start-graduation dates;
- List any awards you've received, if you deem they would be impressive or are relevant to the industry;
- Include your projects and publications, if you need to further showcase how you've used your technical know-how;
- Avoid listing your A-level marks, as your potential employers care to learn more about your university background.
Apart from your higher education, ensure that you've curated your relevant certificates or courses by listing the:
- name of the certificate or course;
- name of the institution within which you received your training;
- the date(-s) when you obtained your accreditation.
In the next section, discover some of the most relevant certificates for your relationship manager CV:
PRO TIP
Use mini case studies or success stories in your CV to demonstrate how your skills have positively impacted previous roles or projects.
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Key takeaways
What matters most in your relationship manager CV-writing process is for you to create a personalised application. One that matches the role and also showcases your unique qualities and talents.
- Use the format to supplement the actual content, to stand out, and to ensure your CV experience is easy to comprehend and follows a logic;
- Invest time in building a succinct CV top one third. One that includes a header (with your contact details and headline), a summary or an objective statement (select the one that best fits your experience), and - potentially - a dedicated skills section or achievements (to fit both hard skills and soft skills requirements);
- Prioritise your most relevant (and senior) experience closer to the top of your CV. Always ensure you're following the "power verb, skill, and achievement" format for your bullets;
- Integrate both your technical and communication background across different sections of your CV to meet the job requirements;
- List your relevant education and certificates to fill in gaps in your CV history and prove to recrutiers you have relevant technical know-how.
