private client advisor resume example with 9+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Driven Sales and Business Development Executive with career history in multi-state distributed businesses and proven ability to hire, develop and retain high-performance teams. Motivating leader with an entrepreneurial background, strengths primarily lie in building strategic relationships to support key business initiatives. Highly skilled in change management, management transition and merger integration. Offering excellent interpersonal and communication skills and experience managing matrixed organizations.

  • Financial operations
  • Order management
  • Relationship building and rapport
  • Cash-flow analysis
  • Sales Pipeline Management
  • Revenue and Profit Maximization
  • Consultative Sales Techniques
  • Client Relations
  • Product and Service Sales
  • Business Development and Planning
  • Decision-Making
  • Multitasking Abilities
  • Coaching and mentoring
Work History
Private Client Advisor, 03/2021 - Current
Bnp Paribas Los Gatos, CA,
  • Contributed to bank marketing and awareness campaigns to grow customer base.
  • Opened new accounts according to laid down rules and guidelines.
  • Informed and suggested new banking products to customers.
  • Managed customer requests while mitigating potential risk to bank.
  • Adhered to AML/BSA requirements, audit procedures and other regulated banking activity.
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Led projects and analyzed data to identify opportunities for improvement.
  • Completed daily logs, tracked data and managed clients' book of business.
Business Development Executive, 10/2018 - 03/2021
Oxford Global Resources Cornell, MI,
  • Strategized and implemented successful approaches to revitalize underperforming product lines and create profit-generating enterprises.
  • Developed and executed strategic initiatives to implement key changes and improvements in business development and sales programs.
  • Developed short-term and long-term sales objectives and strategic plans to meet market needs.
  • Maximized revenues in several programs by implementing creative sales training techniques.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.
  • Fostered and facilitated relationships with product distribution channels to increase product sales.
  • Planned marketing initiatives and leveraged referral network to promote business development.
  • Investigated and addressed business development challenges to proactively mitigate problems.
  • Evaluated current service needs and product satisfaction levels with established customers.
  • Created strategic and tactical sales initiatives for forward planning to meet key objectives.
Sales Advisor, 02/2015 - 09/2018
H&M Woodbridge, VA,
  • Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
  • Devised and implemented product strategies for filling market gaps and driving consistent sales.
  • Responded to in-person and telephone requests for information about company offerings.
  • Scheduled appointments and managed master calendar.
  • Demonstrated features, answered questions and offered solutions.
  • Listened to customer details and offered matching solutions to meet wide range of requirements.
  • Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
  • Cultivated sales and new business opportunities in new markets to achieve bottom-line results.
Sales Executive, 05/2013 - 08/2015
Blue Yonder Waukesha, WI,
  • Provided exceptional customer service to foster client loyalty and satisfaction.
  • Drove store revenue by offering customers accessories and related purchases to complete selections.
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Completed efficient store resets to prepare store for special promotions and seasonal updates.
  • Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
Bachelor of Arts: Business Administration And Management, Expected in 12/2020
SUNY Stony Brook - Stony Brook, NY
Status -

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Resume Overview

School Attended

  • SUNY Stony Brook

Job Titles Held:

  • Private Client Advisor
  • Business Development Executive
  • Sales Advisor
  • Sales Executive


  • Bachelor of Arts

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