CITIGOLD WEALTH RELATIONSHIP MANAGER Resume Example
Accomplished Financial Services professional with 15 years of sales experience in Insurance, Banking and Investment products to individual clients and business entities. My goal is to expand professionally by contributing, my outside the box thinking, client facing and team mentoring/coaching experience in my next endeavor. Highly effective at engaging clients with complex needs and customize solutions in order to achieve and exceed their financial objectives. Devoted to diversifying client's assets, exceeding personal sales goals and expanding business growth within the competitive financial industry. Providing exception customer service by abiding with firm's policies/procedures /regulatory compliance. Significantly increase profit through the application of strong negotiation, analytical and communication skills. Performance initiated sound judgment, professional integrity and the ability to work well in teams, under high pressure, fast-paced, demanding conditions while meeting stringent deadlines and sales goals. maximize production and revenue growth
- Managed portfolio of 780 high net worth (HNW) clients with $350 million in total assets.
- Networked with business leaders and executives to identify clientele within local community.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Supported branch manager using wealth management and superior problem solving/interpersonal skills, resulting in 20% increase in new business.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Educated customers about Dedicated Citigold Team options and processed purchases.
- Worked with Home Lending and Investment departments to facilitate communication and deliver personalized solutions to customers.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Evaluated product development strategy effectiveness and prepared alternative approaches to exceed goals..
- Supervised daily operations of $45 million investment books of business operation.
- Resolved issues and recommended actions based on production and compliance reports.
- Increased company growth through effective collaboration with sales and marketing departments.
- Identified opportunities to improve business process flows and overall departmental productivity.
- Motivated, coached and supported 39 employees to maximize productivity while training staff on best practices and protocols.
- Diminished regulatory risks by overseeing adherence to insurance and safety regulations across all Branches.
- Teamed with Insurance, Retail Banking and Lending departments to create organization's mission and vision statements.
- Managed $35 million in investment assets increased book of business by $22 million in first 24 months of production by working hard, client prospecting and targeting campaigns.
- Covered the very busy Chrysler Building Chase Branch, after 8 months of successful investment sales production, management awarded me with a second branch on 45th St/Lexington Ave.
- Acquired $2.5 million in net new investment assets with $46k in gross sales revenue in January, 2013
- Put together Estate Planning and client portfolios that include Equities, ETFs, Mutual Funds, Bonds, Annuities, Insurance, 529s and internal managed accounts for more than 450 clients
- Sound understanding of business and personal banking customer segments, products and services appropriate to complement cross sell offering such as 1.5 million in new mortgage refinances in one month
- Successfully maintained an average of 1 buy trade ticket per day as personal goal
- Conducted in-depth client meetings and sale presentation with 4 client meetings per day minimum goal
- Created, implemented, and continually reviewed financial plans that include strategies designed to help clients pursue their long-term goals and objectives
- Performed hedging, financial modeling, financial analysis, and risk-tolerance assessment to advise both ultra-high- net worth and high-net worth clients on the best investment strategies.
- Liquidated a security in a $30 million corporate account that defaulted in 2008, preventing the client from writing a complaint and taking legal action by communicating honest product updates and timely regulatory status.
• Advanced financial analysis
• Analytical problem solver
• Asset Management and Banking
• Business and Client Relationship Management
• Cash Management
• C-level relationship management
• Client satisfaction-driven
• Client service and support
• Coaching and mentoring
• Conflict resolution skills
• Contact management
• Customer portfolio management
• Customer retention
• Equity and Fixed Income Markets
• Extensive personal network
• Fluent in Russian
• GAAP and statutory reporting
• HNW client demographic
• Insurance product expertise
• Interpersonal, Verbal and Written client communications
• Investment Advice and Wealth Planning
• Loan application expertise
• Mutual Funds, Annuities, Fixed Income, Managed Money
• Networking and new relationship building
• Onsite client calls
• Pipeline development
• Presentations and lectures
• Product knowledge and Sales
• Proposal Writing
• Prospecting Clients
• Regulatory Compliance
• Retirement, Strategic Goal-based financial planning
• Risk Management
• Savings Checking accounts
• Savvy relationship-builder
• Proficient in Salesforce
• Outlook, Skype for Business
• Excel, Lotus Notes, MS Word
• PowerPoint, Access, MS Office, Adobe
• Tax law expertise
• Team leadership and collaboration
• Time management
• Training and coaching
• Up-selling and cross-selling techniques
- Member of Zeta Psi Delta Chapter Fraternity
- Dean's List Spring Semester 2005
- Double Major
- Series 7 (General Securities Representative Qualification Exam)
- Series 66 (Uniform Combined State Law Exam)
- Central Registration Depository # 4948782
- NMLS (Nationwide Mortgage Licensing System) ID# 1749879
- SIE (Securities Industry Essentials)
- Life, Health, Sickness Insurance Producer Licensed in New York, New Jersey, Connecticut, Florida, California
- Bilingual (Russian)
- Completed Salesforce Training
- Formal Credit Training from American Bankers Association
- Citigroup Wealth Advisor, Succeeding as a Dedicated Citigold Team Workshop
- Building Deeper Client Relationship for Relationship Managers and PWM Advisors Training
- Cannon Financial Institute's “Grow Sales Training” Workshop
- Received top 20% rating of “Exceeds Expectation” on manager appraisal 2 years in a row
- Money Guide Pro/Chase Platinum Financial Analysis Training
- Successfully passed all Branch Compliance Audits
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Resume Overview
School Attended
- Rutgers University
- Rutgers School of Management And Labor Relations
Job Titles Held:
- CITIGOLD WEALTH RELATIONSHIP MANAGER
- VICE PRESIDENT- SENIOR FINANCIAL ADVISOR III
- VICE PRESIDENT- FINANCIAL ADVISOR
Degrees
- Bachelor of Arts : Economics
Bachelor of Arts : Labor Studies And Employment Relations
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