senior vice president wealth management advisor resume example with 20+ 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

Senior Vice President, Wealth Management Advisor, Portfolio Manager

27 years with Merrill Lynch – Peoria IL, Scottsdale AZ

Top Quintile Producer

Top 1% in the industry

Barron’s Top 1000 Advisor

Trade Shows and Training Events Specialist in Asia Pacific Markets

4 years with Caterpillar Inc., Hong Kong

Chinese Customers Delegations Facilitator, Chinese Interpreter

4 years with Caterpillar Inc., Peoria Illinois

Dealers Sales Incentive Programs Coordinator for EMEA markets

2 years with Caterpillar Inc., Geneva Switzerland

Information Manager

3 years with the Hong Kong Tourism Board, Hong Kong

Promote tourism for social and economic impact

  • Building book of high net-worth wealth management clients from ground zero
  • Discretionary Portfolio Management
  • Market Research and Analytics
  • Consultative Selling
  • Asset Gathering, Revenue Growth
  • Capital Goods Sales Promotion: Trade Shows, Client Seminars, Manufacturing Facility Visits, Sales Incentive and Recognition Programs
  • Public Speaking
  • Pioneer Use of CRM
  • Emotional Intelligence
  • Collaborative team player
Work History
Senior Vice President, Wealth Management Advisor, , 10/1991 - 01/2019
Cambria Port Wentworth, GA,
  • Built high net worth book of clients from zero to $150million
  • After being in business for 5 years, generated revenue of $1million, named: Million Dollar Producer
  • Maintained annual revenue of $1.5 to $2.2 million, year after year
  • Named by Barron's Top 1000 Advisor in 2009
  • Provided tailor-made investment portfolios, advised and guided clients to achieve financial goals
  • Clients' financial doctor, go to person, supported during life changes
  • Achieved 85% client retention
  • Achieved 100% client satisfactory rating
  • Spoke at clients events to educate, strengthen relationship, gather assets, obtain referrals
  • Spoke at prospects events to secure new relationships
  • Pioneered in using digital client contact system 8 years before company employed SalesForce CRM service
  • Mentored junior associates, coached on what it took to be successful in business
  • Led and coached associates to provide outstanding clients' account operational experience
  • Collaborate with internal teams to provide holistic client experience, cross sell, improve process,
Market Representative, 08/1978 - 03/1991
Pfizer Columbus, OH,
  • Promoted products awareness, provided sales team with direct selling opportunities in trade shows in Asia Pacific
  • Augmented product sales by putting together internal training events and customer product education events in Asia Pacific
  • Contributed to company cost savings by negotiating trade shows participation and related logistic rates and charges
  • Contributed to opening China market by participating at all US product trade show in Beijing in 1980
  • Promoted sales by incentivizing dealers' sales teams in Europe/Middle East/Africa with monetary benefits and recognition programs
  • Built awareness of company manufacturing, after sales product support and services, by conducting China delegations facilities visits and training events in Peoria IL
  • Promoted sales and negotiated favorable pricing with customers from China by serving as interpreter in senior management high level meetings
Information Manager, 04/1975 - 04/1978
Hong Kong Tourism Board City, STATE,
  • A quasi-government agency, mission is to promote tourism for social and economic impact
  • Compiled marketing materials about Hong Kong's various attractions
  • Led a team of 25 information officers to in-person guide and assist the travel industry, writers, and film makers
  • Promoted the brand of Hong Kong tourism by attending travel industry trade shows in different parts of the world
Bachelor of Science: Finance,, Expected in 05/1989
University of Illinois At Urbana-Champaign - Champaign, IL
Status -
  • High Honors
  • Dean's List

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Resume Overview

School Attended

  • University of Illinois At Urbana-Champaign

Job Titles Held:

  • Senior Vice President, Wealth Management Advisor,
  • Market Representative
  • Information Manager


  • Bachelor of Science

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