Sample Wealth Manager Resume

Posted in Resume Samples for Manager

Thomas Perkins
4990 Howard Street
Grand Rapids, MI 49503

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.


Bachelor’s Degree in Finance
Rudolf Steiner College, Fair Oaks, CA

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