Client Advisory Resume Sample

19 votes
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Vivian Pollich
632 Willms Crest,  New York, NY
+1 (555) 784 3383

Work Experience

Zone Client Advisory Leader
01/2017 - PRESENT
Boston, MA
  • Offers Morgan Stanley’s range of services to prospective clients in a consultative, respectful manner
  • Always understands each client’s financial circumstances, investment objectives and financial goals. Exercising good judgment, makes appropriate recommendations based upon the client’s individual situation, goals, needs and objectives
  • Has and maintains a thorough understanding of the current market and of the Firm’s products and those of its strategic partners. Uses this knowledge to match appropriate products and services with clients’ financial circumstances, needs and objectives
  • Can assist in increasing the Firm’s client base and in maintaining and managing long-term client relationships
  • Focuses on proactively uncovering, increasing and maintaining client assets, and
  • Identify and coordinate customer service and professional development training opportunities which are consistent with the Firm’s mission
  • Thorough understanding of the Firm’s resources, products and its strategic partners
  • Successful completion of background check and pre-employment asses
Client Advisory Center
10/2009 - 09/2016
Philadelphia, PA
  • Always understands each client’s financial circumstances, investment objectives and financial goals. Exercising good judgment makes appropriate recommendations based upon the client’s individual situation, goals, needs and objectives
  • SalesForce experience a benefit
  • Series 7 mandatory
  • Can leverage the Firm’s resources (Client Solutions, Regional Service Center) in order to provide optimal service to clients
  • Ensure implementation and drive usage of Model Portfolios and the Citi’s Portfolio Approach. Ensure the advisory proposition and development is in line with business strategy, client needs and segment value proposition requirements
  • Develop new investments themes and propose adjustments of the Strategic Model Portfolios based on market opportunity, client and segment needs. Identify and implement best strategies and suitable investment opportunities across markets that the business operates
  • Develop communication and educational support to clients and prospects with regards to Citi’s Portfolio Approach. Establish communication strategy across multiple media and channels in order to address the targeted audiences in a locally adapted and efficient manner
  • Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales
  • Primary responsibility for the risk, supervisory, and compliance functions for Morgan Stanley platform
Client Advisory
11/2006 - 08/2009
Philadelphia, PA
  • Facilitates any supervisory inquiry or process that requires escalation from the Complex to the Regional Risk Officer where appropriate
  • Focuses on business ethics, regulatory and compliance practices
  • Provides the coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment
  • Onboard new client accounts, which includes the collection of required documentation and client information
  • Maintain existing client relationships through the processing of client requests and making sure key client information and documentation is up to date
  • Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
  • Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors


University of Phoenix - Memphis Campus
2000 - 2005
Bachelor's Degree in Business

Professional Skills

  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional interpersonal and client service skills
  • Detail orientated with superior organizational skills
  • Effectively maintains relationships with local community and business organizations to further recruiting efforts
  • Experience in the financial services industry and/or risk management
  • Providing guidance to Bankers on risk tolerance and client fit
  • Assisting Bankers with submissions to the Client Review Forum

How to write Client Advisory Resume

Client Advisory role is responsible for travel, digital, research, training, events, education, marketing, analysis, planning, media.
To write great resume for client advisory job, your resume must include:

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

Contact Information For Client Advisory Resume

The section contact information is important in your client advisory 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 Client Advisory Resume

The section work experience is an essential part of your client advisory 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 client advisory responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client advisory position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Client Advisory resume experience can include:

  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
  • Drives success throughout his/her team by maintaining the highest standards of conduct and performance
  • Work in a fast-paced, evolving environment
  • Proactively participate in firm initiatives directed by local management
  • Active Series 7 and 66 (or 63 and 65)
  • Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch

Education on a Client Advisory Resume

Make sure to make education a priority on your client advisory resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client advisory 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 Client Advisory Resume

When listing skills on your client advisory 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 client advisory skills:

  • Builds an effective team of Financial Advisors through successful sourcing and interviewing
  • Management or other team lead experience
  • Drives diverse Financial Advisor sourcing, hiring and success
  • Preparation of presentations for business development, communicating project results, and providing updates on portfolio performance
  • Contribute to business development efforts by identifying new business opportunities and responding to RFPs / RFIs and prospect demos
  • Accountability for meeting business objectives

List of Typical Skills For a Client Advisory Resume


Skills For Client Advisory Center Resume

  • Advising clients on complex capital markets and balance sheet issues
  • Drives corporate marketing initiatives to help increase market share
  • Responsible for following supervisory procedures as outlined in the Branch Manager’s Supervisory Manual
  • Valuation and risk assessment of balance sheet exposures, including securities, loans,
  • Preparation of presentations for business development, communicating project

Skills For Zone Client Advisory Leader Resume

  • Write both internally- and externally-oriented communications (briefing memos, presentations, thought pieces, white papers)
  • Client Acquisition Team Manager
  • Focus on improving client satisfaction by emphasizing world class, individualized client service, 100% accuracy, responsiveness and follow through. Always strives to exceed client expectations
  • Brings a disciplined and consistent approach to meeting the needs of clients
  • Proactively contacts each client at least once per year, and, ideally, conducts
  • Complex Business Service Officer or Business Service Manager
  • Accountable for the Branch’s sales performance and financial performance

Skills For Director Client Advisory Resume

  • Completely and accurately document all steps taken through the client risk due diligence process
  • Successful completion of the Reach for Excellence, Professional Foundations
  • Manage overall client relationships with goal of maintaining a high level of overall client satisfaction, collaborating across functional areas of client and product specialists
  • Liaising among internal areas including analytics, modeling, and portfolio management
  • Interface with clients to present results and address requests and questions
  • Active Series 7, 63, 65 (or 66), 9 and 10

Skills For Personal Banker, Private Client Advisory Resume

  • Interface with clients and be the main point of contact to present results and address requests and questions
  • Advise clients on complex capital markets and balance sheet issues
  • Project management for client mandates which requires liaising among internal areas including analytics, modeling, and portfolio management; ensure deliverables are prepared and presented to client within deadlines
  • Plan and assign research projects on a broad range of market, regulatory, client and product matters
  • Oversee quantitative analysis in support of client engagements
  • Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) registrations

Skills For Head of Client Advisory Resume

  • Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65)
  • Willingness to obtain Series 7, 63 and 65 or Series 7 and 66
  • Focus on Business and Results
  • Business Service Manager
  • Clean compliance record
  • Direct: Complex Manager

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