Sample Wealth Manager Cover Letter

Posted in Cover Letters

Ernesto Ayala
922 Grove Street
Huntington, NY 11743

Ms. Patricia Warren
Citizens Financial Group
4786 Fleming Street
Atlanta, AL 30308

Dear Ms. Patricia Warren,

I am applying for the position of Wealth Manager at Citizens Financial Group and I am confident that I am the best candidate for this job.

I have a master’s degree in business administration and many years of experience working as an investment analyst. I have a Chartered Financial Analyst license and a great understanding of the trade market. My experience includes using the latest computer software and financial tools available and I stay current on all new technology that pertains to this profession.

My experience also includes preparing and conducting presentations, meeting with clients, identifying good investment opportunities and assessing risk factors. I have exceptional organizational and time management skills with the ability to work on multiple projects at once. I also have the ability stay focused in this very fast-paced and stressful environment.

I have very strong interpersonal and communication skills with the ability to help clients understand their financial situation. I can explain what course of action they need to take in order to maintain the lifestyle they have grown accustomed to and in order to reach their financial goals.

I have the ability to plan both long and short-term investments for your company and the knowledge to make good sound decisions concerning your finances. I have included my resume with a complete look at my background and references that will attest to my reliability, honesty and professionalism.

You can reach me by calling (111)-255-9854 to set up a meeting where we can talk about this position and what I have to offer your company in more detail.


Ernesto Ayala

Ernesto Ayala

Resume Attached as MS Word Document

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