Wealth Manager Resume

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Here is the Wealth Manager Resume example:

Thomas Perkins

4990 Howard Street

Grand Rapids, MI 49503

(555)-555-5555

[email]

Job Objective Seeking a chance to work with a growing company through filling the Wealth Manager position and putting my experience to good use.

Highlights of Qualifications:

Experience in providing support to various banking environment and managing financial planning
Deep knowledge of departmental policies and services
Operational knowledge of income and estate taxes
Immense ability to understand client need and provide solutions to same
Good understanding of tax, trust, banking, credit, investment management, capital markets
Familiarity with departmental operations, policies and bank services
Sound ability to identify issues, interpret data and resolved all issues

Professional Experience:

Wealth Manager

First Midwest Bank, Grand Rapids, MI

October 2008 – Present

Analyzed business strategies and worked according to business guidelines.
Determined client preferences and prepared necessary communication.
Analyzed developed strategies and evaluated it on a regular basis and made changes.
Coordinated with PRM staff and resolved all client issues.
Ensured compliance to all procedures and effective implementation of all.
Monitored strategies ensured adherence to all jurisdiction regulations.
Maintained confidentiality of all client information and verified details on a regular basis.

Wealth Advisor

Union Bank, Grand Rapids, MI

August 2003 – September 2008

Coordinated with clients and developed investment plans by analyzing client financial requirement.
Assisted Personal Trust administrators and maintained effective relationships with clients and ensured achievement of all goals.
Provided support to all client relationship.
Monitored bank goals and assisted various associated in achieving company objectives.
Maintained knowledge of various company products and services.

Wealth Strategist

Advantage Talent, Inc., Grand Rapids, MI

May 1998 – July 2003

Organized all information and documented it.
Evaluated various financial scenarios and identified any alternatives in work.
Monitored strategies and ensured effective implementation for same.
Coordinated with capital Management managers and developed detailed investment plans.
Assisted local management and developed ways to retain customers.

Education

Bachelor’s Degree in Finance

Rudolf Steiner College, Fair Oaks, CA