Sample cover letter
[Your Name]
[City] · [Phone] · [Email]
[Date]
[Hiring Manager Name]
[Company Name], [City]
Application for Wealth Manager
Dear [Hiring Manager Name],
I am writing to apply for the Wealth Manager position at [Company Name]. As a Wealth Manager with [X] years of experience in client advisory, financial planning and portfolio management, I believe my background matches what you are looking for.
In my recent role, I managed a client book of [amount] across [X] households with [X]% retention. I also built financial plans covering retirement, tax and insurance for [X] clients. These results reflect my strengths in financial planning, portfolio construction and client relationship management.
What attracts me to [Company Name] is [a specific reason: a project, product, values or reputation]. I am comfortable working with Bloomberg / Capital IQ / Refinitiv and Microsoft Excel (modelling), and I apply valuation methods with care. I would bring the same discipline and attention to detail to your team.
I would welcome the chance to discuss how I can contribute to [Company Name]. Thank you for your time and consideration. I look forward to hearing from you.
Yours sincerely,
[Your Name]
How to adapt this letter
- Replace the company name, hiring manager and reason with specifics from the job advert and the company's website.
- Swap the two achievement sentences for your own best results that match the advert.
- Keep the letter to one page, with three to four short paragraphs.
- Mirror two or three keywords from the advert, but only where they are true for you.