An Asset Manager CV must show you can maximise profitability by analysing market trends, spotting investment opportunities, maximizing ROI and improving portfolio performance.
As an Asset Manager manages portfolios in-line with the desired goals and targets of the client, you must also highlight your ability to come up with investment strategies that increase a clients wealth. Furthermore, rather than being a one man band, portray yourself as someone who can work as part of a team of financial professionals and specialists.
Finding an Asset Manager jobs begins with writing an engaging CV that quickly demonstrates your excellent organisational and business management skills as well as your interest in Wealth Management. Your CV has to be straightforward, simple and contain the right keywords to get past an ATS and in front of a hiring manager. Once there it has to give prospective recruiters a good idea of your ability to improve a clients income and increase their financial stability.
This page will help you do all of the above and more. It will show you how to write a CV that portrays you as a highly skilled, experienced and innovative job applicant who delivers business expertise and more importantly results.
By: Iejaz Uddin – Updated: 2 February 2026
Asset Manager CV example
Maxine Corry
Address
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
Maxine has a track record of generating maximum RoI through effective asset wealth management strategies. She is an expert at making profitable investments and delivering outstanding results across asset management. A real team player who can work directly with Portfolio Managers and Senior Associates to construct and update wealth management deliverables.
Has a history of maximising the performance, value, and long‑term sustainability of assets across her company’s portfolio. A true professional who keeps up-to-date with the latest financial trends and market developments.
In her current role she produces regular asset management reports, including financial summaries and asset issue updates for stakeholders. With colleagues she has a reputation for acquiring profitable client relationships with high income net worth individuals
CAREER HISTORY
ASSET MANAGER – Start Date – Present
Employers name – Location
Responsible for managing a client’s investment portfolio based on the client’s investment objectives and appetite for risk.
Duties;
- Selecting investment strategies to best suit the financial goals of the company and client.
- Developing, deploying and continually improving an Asset Management Framework.
- Ensuring compliance with all statutory, contractual and ISO standards.
- Interpreting financial information and data.
- Preparing clear, insightful asset‑performance reports for internal and external stakeholders.
- Acting as main point of contact for all escalated issues relating to asset management.
- Identifying new investment opportunities and risks.
- Recommending new asset acquisitions to clients and explaining why.
- Selling stocks, shares and assets to generate profits.
- Overseeing the recruitment, supervision and direction of the asset management team.
- Working with all internal and external stakeholders to continually improve and develop asset usage and service.
- Managing staff disciplinary matters in line with conditions of service
- Being available to the clients, in person and by calls, to provide guidance on fund management.
- Ensuring financial records are up-to-date and accurate.
- Assisting the Management Committee in the appointment of staff.
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Presenting financial data in a structured and useful format through dashboards, charts, and summaries.
- Excellent IT skills and up to date with new technology.
- Good communication and change management skills.
- Advanced IT skills, including MS Word, PowerPoint, and Excel.
- Have a long list of recognised financial qualifications.
- Ability to take clear, concise, and professional minutes.
Personal
- Able to accept criticism and work well under pressure.
- Challenging people in a non-confrontational way.
- Have high ethical and moral standards.
AREAS OF EXPERTISE
Boosting portfolios
Investment planning
Property
Investment management
Stakeholder engagement
Financial planning
Cost analysis
Lifecycle costing
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
How to write a Asset Manager CV
Your CV is a tool which is used to attract the attention of prospective employers and get them interested in you as a candidate.
As a Asset Manager you have to maximize profitability, increase value, and minimize risks for clients. This means that any CV you submit has to demonstrate your ability to assess, understand and identify a clients’ investment and wealth management needs.
For success, you’ve got to tailor it to the role by using keywords from the job description to ensure your CV passes through Applicant Tracking Systems (ATS) and aligns with the requirements of the position. You have to portray yourself as a professional who can make decisions calmly and rationally by logically evaluating complex financial information.
This page will guide you through structuring and presenting your experience and skills in a way that highlights your ability to overseeing and optimize a portfolio of investments such as stocks, bonds, or real estate etc.
When writing your CV show you can:
- Evaluate, analyse and make predictions regarding the financial markets.
- Analyse operational and financial data to identify improvements and support strategic decisions.
- Implement investment strategies relating to acquisitions and disposals.
- Buy and sell assets to maximize ROI.
- Analyse the on-going profitability of all ventures entered into by the company.
- Read financial briefings written by industry professionals.
Mention your knowledge of:
- Legislation and compliance issues within your Asset Management specialist field.
- Portfolio Management, Stakeholder Management, Strategic Planning, financial analysis and operational management.
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