Sample Wealth Manager Cover Letter

Posted in Cover Letters

Ernesto Ayala
922 Grove Street
Huntington, NY 11743
(111)-255-9854
[email]

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.

Respectfully,

Ernesto Ayala

Ernesto Ayala

Resume Attached as MS Word Document

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