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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx abc@xyz.com
Profile of Qualifications
Social Impact Investing | Innovative Social Finance | Environment Social Governance (ESG)
Wealth Management | Private Banking | Relationship Building | Financial Solutions | Managed Asset Increases
Project Management | Supervision | Mentoring | Training & Development | Communication | Microsoft Office Suite
Driven, globally-experienced executive with 15 years of notable expertise with high-net-worth clients and a sound educational background. Skilled in leading teams to drive experiences that encourage growth and success. Proven ability to assess needs, as well as work diligently to surpass all set expectations. Able to build relationships with key personnel and serve as a resource and subject matter expert. Easily adoptable to any organization; works well independently to manage all departments, as well as act in a team member capacity. Possesses strong international experience, language skills and knowledge of Global Affairs and International Business. Adept in working with Fortune 500 financial institutions, but open to collaborating with companies in other industries outside of finance. Seeking a position in the private sector that will call upon diverse skill set and offer growth opportunities; open to Corporate Social Responsibility (CSR) roles or openings with a company that is steadfastly committed to ESG initiatives.
Professional Synopsis
MERRILL LYNCH WEALTH MANAGEMENT 2013 Present
Financial Advisor
Devise strategies to help clients achieve their respective financial goals using sophisticated investment management methods, as well as comprehensive financial, philanthropic and estate planning tools
Also manage private banking and risk management operations for corporate and family offices.
Establish trust-based client relationships to ensure that proposed strategies maximize clients objectives and increase assets under management
EMBASSY OF ECUADOR 2011 2012
Trade Consultant- Commercial Office, Foreign Affairs and Trade Department-Singapore
Facilitated comprehensive research and prepared guidelines using practical advice
Carried out functions to help Ecuadorian businesses navigate the complexities of completing business transactions in Asia
JP MORGAN CHASE & CO. 2011
Vice President Financial Advisor- International Financial Services
Drove business development efforts as part of the international financial services team
Specifically catered to clients in Latin America, Europe, the Middle East and Asia
WELLS FARGO ADVISORS, LLC 2008 2011
Vice President - International Financial Advisor- Wealth Management -Latin America Group
Offered sound investment, strategic and trading advice across asset classes to HNW individuals, family offices and institutional investors, e.g. pension funds, asset management firms and banking institutions throughout Latin America
Skillfully gathered $40M USD in assets under management for the Venezuelan, Colombian and Ecuadorean markets
Established new institutional relationships with the most reputable banks, pension funds and brokerage firms in the Andean region in under one year
CITIGROUP SMITH BARNEY, 1998 2008
Second Vice President Global Wealth Management
Self-established and developed a portfolio comprised of international clients and gathered assets averaging $100M USD over a six-year period
Preserved 90% of HNW clients from Citi SB-Spain and increased new assets by 30% in a single year
Gained product experience in Equities, Equity Options, Mutual Funds, Managed Money, Exchange Traded Funds, Structured Notes and Bonds, e.g. Government, Agency, U.S. Corporate, Emerging Markets and CDs
Also experienced in Forex (Spot) and Hedge Funds, e.g. Equity L/S, Global Macro, Merger Arbitrage, Event Driven and Structured Credit
Yyyyyy x. yyyyyy
Continued
Registered Associate - International Private Client Group
Handled orders to purchase and sell equity, fixed income and derivative products for Financial Advisors at the senior level
Prepared weekly updates for market conditions gathered from technical and fundamental research
Sales Assistant International Private Client Group
Handled administrative duties for Senior Financial Advisors by supporting their respective daily trading operations
Assisted Senior Financial Advisors in reviewing client portfolios and preparing client proposals
Education & Credentials
Master of Science, Global Affairs, International Business and Finance, New York University, 2016
Bachelor of Science, Business Administration and Finance-Minor in Economics, Stockton University
Certification, Financial Planning Specialist
Licensure, FINRA Series 7, 63, 66
Completed Courses
International Relations Post-Cold War | Developing Countries in the Global Economy | International Law
Europe in the 21st Century | International Banking | Refugees and Internally Displaced Person's Protection and Practice
International Political Economy | International Trade Law and Regulations | Conflict Resolution | Cuba in the World
Economic Security: Post 911 Era | Chile Democracy of institutions and Social Market Development
Independent Thesis: The Need for Private Sector Involvement to Achieve Sustainable Development Goals, UN Agenda 2030
Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx abc@xyz.com
March 19, 2018
Hiring Agent Name
Title
Company Name
Address
City/State/Zip Code
Dear [Hiring Agent Name],
I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration. As demonstrated in the accompanying resume, my professional qualifications include the following accomplishments:
I bring to any role over 15 years of proven global business operations excellence. I aim to achieve the utmost in client and company satisfaction in any role I take on. As a professional, I have a vested interest in Social Impact Investing, Innovative Social Finance and Environment Social Governance (ESG). It is my hope to join with a company that shares in my passion.
Over the course of my career, detailed within my resume, I have grown and expanded my levels of expertise in stakeholder relations, wealth management and private banking, among other financial processes. I am a lifelong learner, always willing to learn and adapt to emerging processes and technologies.
Independent of my practical background, I ve also earned a M.S. in Global Affairs, International Business and Finance, from New York University this year. I also earned a Bachelor of Science from Stockton University and am licensed in Series 7, 63 and 66. Additionally, I am a certified Financial Planning Specialist.
Furthermore, I have a listing of completed courses that I believe you will find complement my practical background nicely. Among these is a completed Independent Thesis on The Need for Private Sector Involvement to Achieve Sustainable Development Goals, UN Agenda 2030.
As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.
Sincerely,
Yyyyyy x. yyyyyy
Enc. Resume
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