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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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