citigold wealth relationship manager resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Experienced Wealth Manager with over 15 years of experience in Financial Service. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits. Multi-talented Relationship Manager and Financial Advisor consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.

  • Managerial finance
  • C-level relationship management
  • Stakeholder relationships
  • Networking and relationship building
  • Relationship cultivation and maintenance
  • Relationship building skills
  • Relationship building and networking
  • Project manager supervision
  • Relationship-building skills
  • Client relationship building
  • Collaborative business relationships
  • Managing customer relationships
  • Relationships and rapport
  • Wealth management offerings
  • Developing customer relationships
  • Professional relationships
  • Clientele relationship development
  • Wealth management strategies
  • Client Relationships
  • Customer relationships
  • Customer Relationship Management Software (CRM)
  • Relationship/team building
  • Staff relationships
  • Establishing relationships
  • Business relationship building
  • Professional relationship creation
  • Relationship cultivation and retention
  • Client Relationship Management
  • Business Relationship Management
  • Customer Relationship Management (CRM)
  • Relationship development
  • Provider relationship management
  • Relationships management
  • Account relationship management
  • Collaboration and relationships
  • Relationship selling
  • Relationship and rapport building
  • Building client relationships
  • Managerial experience
  • Company relationship development
  • Wealth Management
  • Partner Relationship Management
  • Client Relationship Development
  • Key stakeholder relationship building
  • Customer Relationship Management software
  • Customer relationship management
  • Rapport and relationship building
  • New relationship acquisition
  • Investment and Wealth Planning
  • Customer relationship building
  • Relationship building and retention
  • Stock market understanding
  • Investment advice
  • Mutual funds
  • Investment planning
  • Mutual funds and liabilities
  • Financial planning
  • Insurance decisions
  • Savings accounts
  • Retirement needs
  • Education funds
  • MS Office
  • Customer Service
  • Customer retention
  • Cash Management
  • Documentation
  • Strategic Planning
  • Time management
  • Regulatory Compliance
  • Scheduling
  • Recordkeeping
  • Operations management
  • Research
  • Team building
  • Training
  • Inventory Management
Work History
Wealth Enhancement Group Acquisition Arden Hills, MN,

Responsible to proactively identifying and qualifying prospective clients; furthermore, attract, deepen and manage financial relationships with Ultra High Net Worth domestic and international clients. Deal with complicated clients situations with complex financial needs and provide solutions through a wide range of product and tools. Worked with Dedicated Citigold partners to implement, develop, drive, and execute comprehensive search and prospect strategies to attract C-Level Fortune 500 executives

Q1 2019 generated $16 million NNM (Net New Money), referred $4 million of new investment business and $8 mil-lion in NNM in December 2018 while 2 Citigold Relationship Managers were out for 2 months; While understaffed and during the busiest months of the year I generated revenue for the firm by providing timely/outstanding customer service and working overtime on weekends to improve NPS (Net Promoter Score). Q4 2019 closed $2.2 million in mortgages by referring to the Lending Officer and submitted $200,000 HELOC for unexpected client emergencies

Capital One Investing LLC City, STATE,

Actively develop and implement strategies to prospect for new clients and further deepen current client relationships. Effectively utilized $45 million investment books of business covering 5 assigned Midtown branches, and build upon my network of other internal and external resources to grow a successful business.

• Sold $17.6 million in investment products between 4/01/2015- 2/18/2018, while taking 2 months off for disability after my right shoulder surgery in 10/2016 and 01/2017 with 1 year of after work therapy which hurt my production
•Promote professionalism and maintain excellent client relations at all time by training and helping bank partners with new products, compliance rules and procedures to reach sales goal

•Assist with the development of client profiling techniques and service procedures through mentor-ship, coaching and training colleagues such as Licensed Bank Associates, Business Bankers and Financial Advisors I and II
•Proven ability to motivate/coach and support 17 bankers, 5 branch managers, 2 lending officers and 15 tellers

JPMorgan Securities LLC City, STATE,

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

•$2.5 million in net new investment assets for JPMorgan Securities with $46k in gross revenue in January 2013

•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

•Reorganized and maintained proper client files by following in internal and external policies, industry guidelines, rules, and regulations; successfully passed all Branch Compliance Audits
•Put together Estate Planning and client portfolios that include Equities, ETFs, Mutual Funds, Bonds, Annuities, Insur-ance, 529s and internal managed accounts for more than 450 clients
•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

Bachelor of Arts: Economics, Expected in 06/2005
Rutgers University - New Brunswick, NJ,
Status -
  • Dean's List [Spring, 2005]
  • Member of Zeta Psi- Delta Chapter Fraternity
Bachelor of Arts: Labor Studies And Employment Relations, Expected in 06/2005
Rutgers School of Management And Labor Relations - New Brunswick, NJ,
Status -

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School Attended

  • Rutgers University
  • Rutgers School of Management And Labor Relations

Job Titles Held:



  • Bachelor of Arts
  • Bachelor of Arts

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