Asset Management Private Bank Resume Sample

5.0
1 vote
Eryn Mante
56338 Bartell Locks,  Dallas, TX
+1 (555) 130 1885

Work Experience


Asset Management Private Bank-market Manager Managing Director
06/2017 - PRESENT
Los Angeles, CA
  • Managing the interface with the control functions, the business and technology to ensure successful delivery of the Programme
  • Act as business representative for the front office teams coordinating across the wider support functions within Private Bank (Technology, Operations, Legal, Risk etc.) to implement business solutions
  • Become an integral partner in helping to build a growing and critical part of the Private Bank’s business
  • Responsible for generating alpha across the firm’s discretionary global multi-asset client portfolios
  • Analyze client’s needs and objectives through balance sheet and cash flow analysis
  • Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
  • Facilitate the onboarding and ongoing coordination of client maintenance, including helping to maintain pipeline and inputting call memos
Asset Management Private Bank, Goals
12/2010 - 05/2017
New York, NY
  • Project management experience or change management
  • Experience in supporting product approval processes and process reengineering initiatives
  • Strong quantitative/analytical skills with the ability to translate data into concise, insightful, actionable recommendations in a compelling manner
  • Self-starter with ability to take ownership/work independently and a strong attention to detail
  • Organization & time management skills necessary to drive multiple projects with deadlines while working with a team of internal partners
  • Interest and motivation in learning to build wealth planning technical expertise, delivering financial plans & advice, growing client relationship
  • Excellent interpersonal and communication skills (both written and oral in one-on-one and group meetings)
  • Possesses and demonstrates creativity and initiative
Asset Management Private Bank Latin Pcd Administrative Assistant
01/2006 - 08/2010
Boston, MA
  • If working with bankers, help gather, track, monitor and maintain information and status from various sources and assist in the submission of detailed due diligence reports (KYC) and account opening documentation
  • Execute client mailings (holiday cards, Reading List books, client documents, etc.)
  • Proactively drive the sales process with Capital Advisors on credit opportunities in High Net Worth (HNW) and Ultra High Net Worth (UHNW)
  • Measure the progress of the region, the market and the Capital Advisors against activity, new client, revenue and flow goals
  • Provide practice leadership at all regional meetings, talent reviews and business reviews
  • Monitoring client activity
  • Issue investigation, escalation and resolution
  • Manage Reputation Risk process
  • Partner with the business, Legal and Compliance and Risk on sensitive client situations

Education


LeTourneau University
2000 - 2005
Bachelor's Degree in Business

Professional Skills


  • Strong ability to interact with business users
  • Set client priorities and ensure proper coverage of client needs
  • Oversee the reservation system, working closely with executive assistants, advisors and other users (including external guests and senior executives)
  • Advanced knowledge of Excel (including formulas, macros, pivot tables and graphs) and PowerPoint
  • High-potential and looking to broaden one’s business knowledge
  • Oversee client planning process
  • Series 7/24/63 licenses required for position, but not necessary upon hiring. Licenses required within 180 days of hire date

How to write Asset Management Private Bank Resume


Asset Management Private Bank role is responsible for database, credit, organization, compliance, planning, analysis, drive, legal, databases, excel.
To write great resume for asset management private bank job, your resume must include:

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

Contact Information For Asset Management Private Bank Resume

The section contact information is important in your asset management private bank 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 Asset Management Private Bank Resume

The section work experience is an essential part of your asset management private bank 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 asset management private bank responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular asset management private bank position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Asset Management Private Bank resume experience can include:

  • Identify and mitigate client at-risk situations
  • Certification or Registration

Education on an Asset Management Private Bank Resume

Make sure to make education a priority on your asset management private bank resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your asset management private bank 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 Asset Management Private Bank Resume

When listing skills on your asset management private bank 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 asset management private bank skills:

  • Rapidly integrate into team and work productively with different personalities
  • Advanced MS Access knowledge, ability to construct and maintain complex databases
  • Assist, tend to, and anticipate guests’ needs
  • Assess opportunities to set new client goals and targets for team
  • Evaluate competition and identify business trends /issues that would lead to additional revenue opportunities
  • Evaluate current client book for future potential

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