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Yyyyyy x. yyyyyy

Seeking Valuable, Growth-Oriented Wealth Management Leadership Role


0000 xxxxxx xxxx , xxxx , xxxxx 00000 (xxx-xxx-xxxx


Performance-focused leader eager to offer cross-functional experience in wealth management, high-net-worth client relations, financial services, and team building toward maximizing an employer s bottom line.


Profile of Qualifications


Wealth Management High-Net-Worth Client Relations Relationship Manager Training / Development

Sales / Relationship / Credit Strategy Development Program Development Best Practices Methodologies

Senior Branch / Segment Leadership Value-Added Client Engagement Strategic Alliances / Partnerships


         Ambitious self-starter who offers proven experience in lucrative wealth management operations optimization in alignment with company value and high-net-worth client s vision and goals, and leads teams by example and with integrity to deliver services excellence while excelling at analyzing financial objectives, evaluating markets, and identifying growth opportunities.

         Out-of-the-box thinker who offers wide-ranging knowledge of financial services and industry trends, along with demonstrating talents in interfacing among clientele to create targeted financial plans within an ever-changing economy.

         Excellent communicator who seamlessly liaises among C-level executives, stakeholders, CRMs, business peers, and clients.


Professional Synopsis


Citigroup, Long Island City, NY / Boston, MA 2011 Present


Senior Vice President / Market Manager Citigold Wealth Management (2013 Present)

         Capitalize on the opportunity to direct a Manhattan team (since 2016) and group of 28 Citigold Relationship Managers (CRM) in a highly competitive Outer Boroughs / NY Division (2014 2015), including coaching and mentoring results-focused staff to attract and manage lucrative financial relationships with affluent and high-net-worth clients.

         Expertly develop and execute integrated sales, relationship, and credit strategies that are aligned with the Division Plans to achieve revenue, expense, and service goals, and further lead continuous training and development of Division CRMs.

         Coordinate efforts with sales / marketing teams as the voice for all CRMs to develop and drive programs to strengthen client relations, including providing individual coaching and tracking sales results to identify impact and share best practices.

         Partner with Divisional Branch and segment leadership to build and deepen client relationships to gain incremental wallet share of the affluent segment through a superior customer experience, and provide regular value-added client engagement.

         Actively identify cross-sales opportunities while initiating CRM programs to recognize and reinforce exemplary performance.


  Grew YoY total households by 42% to 8,800+ and a total client balance by 30% ($1 billion) to $4 billion.

  Took over a team of 20 RMs with 4,200+ households and $2.4+ billion in deposit / investment balances.

  Expanded a Relationship Manager team in Manhattan a key strategic focus serving as a nationwide model.

  Leads a market (total team) portfolio of 7,000+ households with $4+ billion in total deposits and investments.

  Took over a 21-member team in 2014 to grow to 28 staff in 6 months; achieved #3 ranking nationally by EOY.

  Consistently achieved recognition as a National Leader in Client Excellence measured by Key Driver and Net Promoter Scores, and achieved Top 5 national rankings in 2014 and 2015.


Vice President / Senior Relationship Manager Citi at Work (2011 2013)

         Acquired and managed relationships with high-profile corporations via strategic alliances with available internal channels.

         Led targeted oversight of relationships with enrolled corporations by serving as a single point-of-contact for enrolled national companies, including conducting business reviews, leveraging product promotions, and providing various financial seminars.

         Implemented and managed client relationship process to deliver quality and results in satisfaction, along with effectively serving as a sales resource and representative of Citi at Work to local retail bank management and key internal channels.

         Developed partnerships for support to all internal channels, e.g. Institutional Client Group, Private Bank, Commercial.


  Improved contribution to retail production from 14% to 21%.

  Exceeded new accounts goals by 40% and new balance goals by 56%.

  Increased enrolled corporations by 60%, and was consistently ranked in the Top 10 nationwide.


Morgan Stanley Smith Barney, Naples, FL 2009 2011


Financial Advisor The Vanderbilt Group

         Strategically steered comprehensive analysis and assessment of clients financial goals, including advising clients on wealth management solutions and crafting detailed financial solutions to meet current needs, as well as future objectives.


Yyyyyy x. yyyyyy Resume Page Two (xxx-xxx-xxxx


Professional Synopsis (continued)


Morgan Stanley Smith Barney, Naples, FL (continued) 2009 2011


Financial Advisor The Vanderbilt Group

         Identified, engaged, and acquired new clients through targeted business development, proactive community involvement, referral source cultivation, and traditional prospecting methods.


  Accumulated $25 million in assets within main role as portfolio manager / architect.


Bank of America, Naples, FL / Fort Myers, FL 2008 2009


Vice President / Banking Center Manager (2009)

         Applied strong leadership talents toward directing a details-oriented team of sales and service professionals to meet or exceed sales goals and service targets, including working with customers to uncover and satisfy their key financial needs.

         Built and sustained productive operations by ensuring excellence of the center and maintenance of quality customer service.


  Created a synergistic workforce by cultivating an engaged, spirited, and well-coached team.

  Led team in proper execution of critical banking center plays while role-modeling desired behaviors.


Vice President / Premier Client Manager (2008 2009)

         Maximized bottom-line performance by building a portfolio of affluent clientele through strong business development skills and external client acquisition, including demonstrating comprehensive financial planning capabilities through objectively assessing needs, identifying wide-ranging cash-generating opportunities, and recommending various solutions.

         Partnered with five financial advisors and diverse business channel experts while covering eight banking center locations.


  Successfully created and implemented monthly Partnerships in Action initiative.

  Achieved assets under management that exceeded $100 million consisting of 400+ households.


Citigroup, Rochester, NY / Bonita Springs, FL / Naples, FL 2002 2008


Vice President / Branch Manager / Denovo Leader (2005 2008)

         Spearheaded Citibank s denovo expansion efforts in a Southwest Florida marketplace, including developing, coordinating, and directing sales / marketing programs to identify prospects, as well as leading two results-focused teams of bankers, relationship officers, and service professionals targeting business owners, professionals, and high-net-worth branch clients.

         Drove business growth by recruiting, training, mentoring, and managing 16 banking professionals in two bank locations.

         Developed strategic business plans for the Southwest Florida denovo expansion with full profit / loss responsibilities.


  Received 2007 s CitiStar Customer Service Award.

  Consistently met or exceeded diverse customer service goals.

  Created marketing strategies to introduce Citibank brand products / services.

  Commended by management for making numerous suggestions to improve efficiency.

  Grew total footings to $15+ million in nine months and was on track to exceed 12-month plan.


Financial Executive (2002 2005)

         Played a vital role in educating and selling clients on financial investment solutions that meet their needs, including maximizing sales and cross-selling opportunities and referring business to appropriate business channel to boost results.

         Managed $65 million in assets across two offices that generated $800,000+ in revenue while growing client base to 1,400.


  Recognized with 2003 s branch integration / teamwork award.

  Completed rigorous area investment manager / supervisory principal program.

  Honored as the Top Area Sales Producer in 2003 and Top Regional Sales Producer in 2004.

  Received 2004 s CitiStar Award the company s highest honor bestowed upon Top 1% of performers.


Education & Professional Development


Bachelor of Science in Business Public Management

State University of New York, Utica, NY


Holds Valid Series 6, 9, 10, 63, 65, 7, 24, and Health & Life Licenses


Excellent Professional References Provided Upon Request

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