citigold relationship manager resume example with 11+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Focused, analytical and quick thinking
financial professional with strong communication skills and the ability to
comprehend and act upon market fundamentals and breaking news. Offer experience
in: performing autonomously and/or collaboratively in a rapid-paced environment
and developing trade concepts and strategies that generate alpha while
minimizing risk.Â
Skills
Expert in financial analysis, financial planning and investments.
Experienced in asset liability/risk management
Thorough understanding of micro/macroeconomic trends
FINRA Series 7 License
Progressing towards completion of the CFA
Strong interpersonal skills
Scrupulous problem-solving capabilities
Self-sufficient
Superb verbal and written communication skills
Excellent work ethic
Work History
08/2013 to CurrentCitigold Relationship ManagerCitigroup N.A | City, STATE,
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
Exceeded quarterly sales goals by 120%.
Maintained friendly and professional client interactions at all times.
Created an analytical framework for identifying and developing financial growth opportunities.
03/2011 to 07/2013Regional Bnaking Private BankerWells Fargo Bank N.A | City, STATE,
Interpreted data on price, yield,
stability, future investment-risk trends, economic influences and other
factors
affecting investment programs.
Reviewed clients' accounts and
results regularly to determine whether life changes, economic developments or
financial performance indicated a need for plan
revision.
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Managed a portfolio of roughly 235 clients, valued at $204 million. The portfolio grew 22% in 3 years.
Consolidated financial data and materials for meetings with clients.
Conducted financial and legal research and analysis for high net-worth individuals.
02/2010 to 03/2011Registered RepresentativeJ.P. Morgan Chase Bank N.A. | City, STATE,
Collected, maintained and updated financial plans for clients.
Assessed clients' financial situations to develop strategic financial planning solutions.
Increased branch P&L by 18% over a 12-month period by selling various investment and bank products.
Organized financial analysis, market research and due diligence filings materials for potential investors.
Researched industry competitors and compiled detailed analysis data.
Education
Expected in 2010 to to Bachelor of Arts | Legal Studies/Political ScienceTemple University, Philadelphia, PennsylvaniaGPA:
Expected in Current to to Bachelor of Science | EconomicsFordham University, Harrsion, New YorkGPA:
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