Advisory Specialist Resume Sample

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Vladimir Ward
1531 Heather Crescent,  Boston, MA
+1 (555) 342 8455

Work Experience

Onsite Advisory Specialist
03/2017 - PRESENT
Chicago, IL
  • Assist Private Bankers in credit approval process including
  • Credit approval memos/restructure memos
  • Direct analysis, due diligence, credit presentation
  • Approval of credit transactions
  • Review documentation and pricing
  • Assist Private Bankers in business development and revenue growth of deposits and loan by
  • Assisting the credit marketing effort for the local market teams
Senior Advisory Specialist
01/2011 - 01/2017
Philadelphia, PA
  • Understanding the capital structure of existing clients and prospects and advising same
  • Being attentive to identifying new business opportunities/asking for referrals
  • Assist Private Bankers in client reviews to ensure full penetration around the deposit opportunity
  • Balance objectives of client, new business generation and risk management
  • Gain working knowledge of both loan and derivative structures (with credit risk therein)
  • Assist credit portfolio and/or key/complex borrowing relationships
  • Demonstrate credit/risk management discipline
  • Monitor portfolio risk
  • Change debt structure/risk ratings in response to changes in risk
Associate Advisory Specialist
09/2006 - 12/2010
Houston, TX
  • Utilizing risk expertise and knowledge of industry and insurance market place, reviews clients’ exposures and loss experience and develops solutions for complex clients’ needs
  • Contributes to the firm’s body of knowledge within product line through active internal communication. Keeps abreast of changing risk and insurance market conditions
  • Position in Wage & Investment located at 2283 Third Avenue, New York, NY, 10035 (NYD002)
  • Position in Wage & Investment located at 2 Metrotech Center, 100 Myrtel Avenue, Brooklyn, NY, 11201 (NY7288)
  • Position in W&I/Customer Asst, Relationship & Education (CARE)/Field Assistance/Area 4/Territory 1 at 801 Civic Center Dr, W. Santa Ana,CA (CA7395)
  • Synthesize findings and report cases/files to senior management, partners and committee members for effective assessment of viability and risks
  • Keep abreast of U.S. sanctions regulations, enforcement actions and penalties
  • Follow-up with appropriate party for missing or outstanding documents or information whenever necessary until closure of the case
  • Research of SDN affiliated entities


Argosy University - San Diego Campus
2001 - 2006
Bachelor's Degree in Business

Professional Skills

  • Work as a team member for specific client (Oil & Gas) operations, transformation and improvement programs with direct contact to key members of client organization
  • Strong Listening & interpretation skills
  • Problem solving skills & working with processes not well defined
  • Great oral and written communication skills (talking and listening)
  • Client-facing professional work experience with demonstrated dedication to clients
  • Language specific skills for EMEA & APJ
  • Experience with task prioritization, Workload and escalation management

How to write Advisory Specialist Resume

Advisory Specialist role is responsible for insurance, commercial, trading, training, procurement, security, research, digital, modeling, travel.
To write great resume for advisory specialist job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Advisory Specialist Resume

The section contact information is important in your advisory specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Advisory Specialist Resume

The section work experience is an essential part of your advisory specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous advisory specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular advisory specialist position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Advisory Specialist resume experience can include:

  • Interact with other units of GFS U.S. (including Risk & Oversight, On-site Controls, Alerts Investigations, and Norms & Procedures), GFS Paris, and BNPP U.S. Financial Security
  • Creative, commercial and practical problem-solving skills
  • Maintains client and market contact at appropriate levels to execute effectively on client’s program
  • Apply your expertise to lead, train, mentor and coach less experienced colleagues on technical broking techniques, including strategy and tactical execution
  • Two to four years of transactional / M&A experience at a major law firm
  • Industry experience with managing an operational environment

Education on an Advisory Specialist Resume

Make sure to make education a priority on your advisory specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Advisory Specialist Resume

When listing skills on your advisory specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical advisory specialist skills:

  • Language specific skills: German
  • Quick learner who is eager to improve professional skills
  • Experience with Oracle 11i/SAP, Order processing, service contract renewals processing, distribution, and invoice process. Entitlement BI exposure
  • Demonstrates self-directed and proactive approach to tackling problems and leveraging resources
  • Multi task with business priorities
  • Positive attitude & good team player

List of Typical Experience For an Advisory Specialist Resume


Experience For Onsite Advisory Specialist Resume

  • Responsible for order to bind & the accuracy of programs based on Client direction
  • Acts as lead advisory colleague on smaller less complex property book of business, this includes developing solutions for standard client needs utilizing risk expertise and knowledge of industry/insurance market place to check program submissions, review clients’ exposures and loss experience
  • Provide exceptional customer support to a portfolio of 10-20 clients by troubleshooting technical inquiries and sharing best practices as it relates to the Metrics that Matter® software and learning analytics
  • Independently manage incoming client support tasks and ad-hoc projects
  • Collaborate closely with the Mid-Atlantic Property Leader to develop innovative and broad Property value propositions and growth opportunities in the region

Experience For Senior Advisory Specialist Resume

  • Enjoy a senior advisory role on several major Property accounts and indirectly oversee additional accounts handled by the Philadelphia Property team
  • Partner with the Property Growth Leader to assist in developing new business opportunities and provide content & strategy for technical sales and expanded revenue opportunities
  • Collaborate with Client Executives and Sales Professionals to articulate the value proposition of the Marsh Property Practice
  • Lead a team of 8-9 Property brokers in the Philadelphia office
  • In-depth knowledge of Property and related coverages
  • Domestic & International Travel 10-15% of time
  • Utilizing legal and business skills to analyze risks associated with M&A transactions and making commercial decisions relating to transactional insurance coverage with respect to complex domestic and cross-border transactions

Experience For Energy Advisory Specialist Resume

  • Managing deal processes with clients, Marsh client executives, the clients’ outside counsel, and the carriers who provide coverage in the transactional risk space
  • Entrepreneurial, team-oriented and comfortable in a fast-paced environment
  • 3 – 5 years in insurance industry
  • Responsible for providing proactive and reactive Advisory expertise and education to all DBU associates on behalf of the Investment Resource Group (IRG), the Adviser Education and Training team and North American Distribution (NAD)
  • Provides training to elevate the overall Advisory knowledge of DBU associates

Experience For Associate Advisory Specialist Resume

  • Serves as first point of contact on behalf of IRG to the external sales force for fund and other investment related questions
  • Travel - 35%
  • Act as a liaison with Marsh’s Industry Practice Leaders, Property Risk Consulting, and Global Analytics Group to deliver expertise and value for Marsh’s valued clients and prospects while broadening the Property Practice offerings. Actively participate in both defensive and offensive RFP opportunities to help achieve the business group’s retention and new business goals

List of Typical Skills For an Advisory Specialist Resume


Skills For Onsite Advisory Specialist Resume

  • Works closely with the rest of the global team members supporting the IB Advisory processes to look at best practices, operational excellence, and standardization
  • Industry experience within an operational environment
  • Critical thinking, resourcefulness, attention to detail, and problem solving
  • Willingness to work flexible hours and remote working
  • Provide exemplary service while educating customers on active rebate program features, service offerings, program value and benefits

Skills For Senior Advisory Specialist Resume

  • Explain energy-saving strategies to customers and contractors
  • High proficiency in Property analytical tools and modeling
  • Love working with people
  • Details oriented & Data analysis
  • Articulate & clarity in thoughts
  • Actively listen to customer needs and goals and appropriately describe and promote the logical program that meets the customer’s goal

Skills For Energy Advisory Specialist Resume

  • Follow up with pre-qualified leads and schedule appointments for improvement projects
  • Assist customers and contractors with the application process
  • Intimate knowledge of all property coverage forms
  • Quickly learn MTM technology and client-specific solutions in order to provide technical support
  • Actively listen and take initiative to seek actionable solutions to customer goals
  • Expertise leveraging/synthesizing competitor, emerging technology, and other marketplace trends to draw out implications to support the team’s overall mission and goals
  • Utilizing risk expertise and knowledge of industry and insurance market place, reviews clients’ exposures and loss experience and develops solutions for standard clients’ needs
  • Demonstrates high level of proficiency on a Specific Industry Profile & specialization of their client assignments. Independently develops and presents full Risk Profiles. In addition, demonstrates a broad knowledge of coverage lines and other more specialized Insurance products

Skills For Associate Advisory Specialist Resume

  • Client-facing professional work experience with a focus on supporting clients and technical problem solving
  • LP (Linear Programming) planning, scheduling and optimization: familiarity with LP modeling in different environments such as PIMS, RPMS, etc. is nice to have, but not required
  • Understanding key market and client digital trends transforming the Treasury, Shared Services and Procurement functions across sectors
  • Developing subject matter expertise and engaging in regional thought leadership initiatives related to disruptive enabling technologies (e.g. Blockchain, API’s, Mobile, Big Data, Security, Tech Architecture)
  • Deepen relationships by emphasizing TTS’ value to the business units and key partners treasury supports while generating pipeline, learnings and product development/innovation ideas
  • Working with the regional Sales teams to engage clients to understand their business challenges and digital needs/goals in an effort to support new revenue growth
  • Create an effective feedback loop informing Citi's digital strategy from clients' digital strategies, initiatives and priorities leveraging the Digital Advisory Gateway tool on Collaborate

Skills For Digital Advisory Specialist Resume

  • Continuously producing digitization thought leadership content for internal stakeholders and clients that connect the core TTS product suite to clients' digital needs
  • Serving as the key contact for digitization questions from regional colleagues while partnering effectively with Product partners with adjacent remits
  • Articulating how TTS is approaching various digital initiatives and how these apply to the strategic business priorities
  • Working as a member of a fast-growing team managing a diverse portfolio of digital initiatives
  • Holding general discussions and trainings on digitization & innovation with internal parties
  • Assists with preparing customer due diligence (CDD) and enhanced due diligence (EDD) reviews, including background searches, file preparation, etc.
  • Lead workshops and client engagements in selected areas such as Data Analytics and Digital Security with a select group of clients
  • Create client-ready, portfolio analysts’ reports with relevant insights
  • Conducts system searches in response to law enforcement inquiries provided via FinCEN’s 314(a) list

Skills For Capital Advisory Specialist Resume

  • Acts as lead advisory colleague on smaller less complex book of business, this includes developing solutions for standard client needs utilizing risk expertise and knowledge of industry/insurance market place to check program submissions, review clients’ exposures and loss experience
  • Responsible for execution of client’s binding instructions including delivery of CBI, binder, Binder Transmittal Letter via MART, and policy delivery
  • Supports Advisory Specialist to reach new business goals and RFP’s through research and document preparation
  • Contributes to the firm’s body of knowledge within product line through active internal communication. Keep abreast of changing risk and insurance market conditions
  • Assist in providing identified advisory services to ABSA clients and Private Bankers/Wealth Managers on Financial planning matters that fall within the ambit of the Financial Institute (FPI), with specific reference to Estate, Retirement and Insurance Planning
  • Assisting in drafting Estate Planning and Retirement Planning proposals
  • Assist in providing support in the usage of Wealth Planning techniques and structuring vehicles

Skills For Advisory Specialist Wealth Resume

  • Assist with Assurance / Insurance activities, e.g. quotes
  • Consult with the Senior Advisory Specialist who liaise with clients under the supervision of the regional Advisory Specialist, as well as the related Private Bank/Wealth Manager
  • Provide support in the drafting of Wills and Trusts; alternatively to ensure that Wills and Trusts drafted by ABSA Trust are according to the client’s needs and instructions given to ABSA Trust
  • Provide specialized advisory services to ABSA Wealth Clients and Private Banker/Wealth Managers or other stakeholders on Legal, tax and other complex financial planning matters that fall within the ambit of the Financial Planning Institute (FPI)
  • Provide the technical training in the specialized area of Wealth Planning techniques / Skills to the Private Bankers

Skills For Client Advisory Specialist Resume

  • Preparing and presenting marketing and informational materials relating to transactional insurance and Marsh’s specific product offerings
  • Establishing and expanding relationships with carriers, clients and other deal professionals, including attorneys, bankers and accountants
  • Reviewing and understanding transaction documents and risks associated with M&A transactions
  • Communicating and negotiating policy terms with lawyers, clients and underwriters
  • Responsible for raising and retaining assets by creating opportunity based Advisory proposals
  • Support technical interpretation and usage of Wealth/Planning structuring vehicles

Skills For Downstream Advisory Specialist Resume

  • To provide expert inputs as required in strategic projects / initiatives, forming a key part of the wealth planning intellectual capital in ABSA Wealth
  • Estate Planning Proposals, Trust Audit and ownership Structure Proposals
  • Assist with creation and maintenance of the client’s training matrix
  • Responsible for contacting Surplus Lines Liaison as part of the placement strategy and completion of any Surplus Lines activities
  • Maintain key senior relationships with major trading partners in the Mid-Atlantic region
  • High proficiency in analytical and modeling tools used in Property practices
  • To consult directly with Clients and related Private Bankers / Wealth Managers
  • As part of a national multi-disciplined Centre of Excellence, to assist other Specialist with experience and knowledge, as well as peer-reviewing any written advise to clients

Skills For Senior Casualty Advisory Specialist Resume

  • To provide Regional Management with high-level knowledge of technical financial planning aspects
  • Responsible for building and maintaining client relationships at both the Client’s Primary System Administrator and Management level, providing ongoing total quality account management through teamwork and proactive client communication. This includes regularly scheduled status calls, metrics, and pre and post implementation support
  • Develop and maintain deep knowledge of clients’ system customizations and interoperability with their in-house applications
  • Perform routine maintenance as needed on client’s behalf and apply environment/ platform updates within client’s production environment
  • Utilizes risk expertise and knowledge of industry and insurance market place, reviews clients’ exposures and loss experience and develops solutions for clients’ needs
  • Understands nuances of client’s industry and the related risks and provides advice accordingly
  • Identifies the need for new products and develops/suggests innovative solutions to client and client team members

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