Investment Sales Resume Sample

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Leslie Haley
9972 Ona Ridges,  Houston,  TX
+1 (555) 711 1817

Work Experience


Director, Capital Markets & Investment Sales
05/2016 - PRESENT
Philadelphia, PA
  • Investment Sales Committee deck preparation and other Unit level tasks to accomplish unit level tasks on data delivery on a timely and accurate manner
  • Monitoring investment sales through call reviews, role plays, observations and ensuring compliance with Citigroup internal policies, standards (RDIP, OWS) and regulatory requirements
  • Following up on investigations relating to Sales surveillance reports analysis
  • Expert knowledge of the Bank’s Retail investment products and services, including the supporting systems such as the Investment Platform, routines and operating procedures
  • Expert knowledge of the Bank’s Investment Selling Approach and investment selling tools and calculators such as TotalView, Scotia Investment Selector, Morning Star’s Portfolio Analyzer, Reality Check, the Retirement Income Planner and Blueprint
  • Thorough knowledge of products and services provided by the Bank’s Wealth Management partners
  • Thorough knowledge of support services provided by the Bank’s Wealth management Partners e.g Investment Field Consultants / Inside Sales Specialists / Financial Consultants
Investment Sales
03/2012 - 12/2015
San Francisco, CA
  • Supporting Investment Sales Supervision Officers in preparation of ISC deck
  • Supporting and acting as a backup for the Training and Competence Officer and Investment Sales Supervision Officers
  • Review sales activities and sales presentations to identify trends and questionable sales practices
  • Assist with compliance meetings
  • Supports Trade Review Principals
  • Managing the team of MI Sales Specialists to maximize sales effectiveness across all MI lines of business and in the aggregate achieve NAM’s MI sales and AUM goals. Work closely with GMMs, RMs and ICs to help them achieve their MI goals and objectives
  • Various types of brokerage support and adapting to new objectives to help facilitate processing the broker’s business
Investment Sales Assistant
01/2009 - 11/2011
Phoenix, AZ
  • PFP designation or Bank recognized equivalent
  • Knowledge of protection products
  • Create sales and service opportunities by setting appointments with existing and potential clients for the Investment Financial Consultant
  • Ensuring the maintenance of training records to demonstrate compliance with both booking centres’ and service centres’ regulatory standards
  • Reviewing and analysing monthly sales data, ensuring it is in line with Global Retail Investment Policy (GRIP) and Sales Process, providing monthly feedback on results to Leadership Team where required
  • Ensuring the Suitability guidelines and associated call note templates continue to accurately reflect the needs of the business and are approved by Legal and Compliance
  • Monitoring sales performance with regards to investment compliance
  • Ensuring the maintenance of records and evidence to demonstrate compliance with Training and Competence Policy assisting the Training and Competence Officer
  • Supporting Investment Sales Supervision Officers in implementing relevant new policies and procedures

Education


University of Phoenix - Lenexa Learning Center
2004 - 2009
Bachelor's Degree in Business

Professional Skills


  • Language skills would be strongly desirable
  • Excellent phone, and computer skills
  • Sales acumen with validated experience consulting with customers or clients
  • Effective phone and e-mail communication skills
  • Well developed observation and assessment skills
  • Good leadership, interpersonal and presentation skills
  • Enhance customer facing skills and become Trusted Advisor

How to write Investment Sales Resume

Investment Sales role is responsible for training, education, retail, finance, integration, database, security, accounting, reporting, research.
To write great resume for investment sales job, your resume must include:

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

Contact Information For Investment Sales Resume

The section contact information is important in your investment sales 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 Investment Sales Resume

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

Representative Investment Sales resume experience can include:

  • Continually recognize a BB&T associate’s responsibility to represent the total bank in all client and outside relationships, and view every public contact as an opportunity to sell the total bank and all its services through appropriate referrals
  • Strong sales support skills and customer service skills required
  • Excellent organizational skills with the ability to work under extreme pressures with strict time frames
  • Deliver value-added training, sales and skills-building programs to the RBWM sales force
  • Strong hospitality finance background and good understanding of appraisal and valuation principles
  • Sales acumen with proven experience consulting with customers or clients

Education on an Investment Sales Resume

Make sure to make education a priority on your investment sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment sales 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 Investment Sales Resume

When listing skills on your investment sales 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 investment sales skills:

  • Confirmed experience working with clients
  • Prior knowledge of Siebel, Merrill Edge Products, Systems/Applications
  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
  • Ongoing coaching and feedback from your direct manager, including career development guidance
  • Partnering with other functions and roles within the organization to drive additional business
  • Networking opportunities with Fidelity leaders and colleagues across the organization and region

List of Typical Experience For an Investment Sales Resume

1

Experience For Director, Capital Markets & Investment Sales Resume

  • Provides robust sales and analytical support to the GFO Chief Investment Strategist role and the broad GFO Sales team to execute customized presentations to clients and prospects utilizing knowledge of investment products and services
  • Acts as the technical expert on OCIO / multi-manager investment services and relative positioning versus competitors. Provides support of thought leadership on specific investment products through working with GFO Team internal subject matter experts
  • Collaborates with GFO team to ensure key new business opportunities, strategic relationship development and GFO Investment Practice strategic initiatives are advancing by defining sales strategy and deliverables and executing follow-up with subject matter experts
  • Frequently initiates contact with internal partners in order to proactively develop ideas and execute follow-up analysis for clients / prospects. Keeps abreast of laws and regulations affecting the industry and maintains knowledge of investment products and services
  • Ensuring the maintenance of records and evidence to demonstrate compliance with Training and Competence Policy assisting the Training and Competence Officers
  • Supporting and acting as a backup for the Training & Competence Officer and Investment Sales Supervision Officers
  • Updating training records in coordination with Training and Competence Officers
2

Experience For Investment Sales Officer Resume

  • Updating training records in coordination with Training & Competence Officers
  • Supports reporting on performance of strategies/portfolios, explaining returns across multiple relevant dimensions of attribution
  • The completion of the monthly review of investment trades, including call monitoring in coordination with other Investment Sales Quality Officers
  • The completion of the monthly review of investment trades, including call monitoring in coordination with other Investment Sales Supervision Officers
  • Displays a balanced, cross-functional perspective, liaising with GFO partners across NTAM and Wealth Management in support of complex solutions
  • Consult with other members of the Asset Management department to uncover potential value-enhancing opportunities
  • Collaborate with the head of New York City Investment Sales for strategically growing the platform
  • Foster relationships with existing and prospective institutional clients
  • Employ horizontal banding and integration strategy within the business to maximize performance of the company's platform
3

Experience For Investment Sales Assistant Resume

  • Assist Marketing and other departments on all Wealth Center client events
  • Responsible for maintaining wealth center office and kitchen supplies
  • Able to quickly form positive working relationships with others
  • Present/sell solutions to multiple levels within a client’s organization structure (including “C” level)
  • Participate in client and prospect meetings to profile opportunities, deliver presentations and communicate details of investment advisory solutions
  • Participates in internal committees or board meetings to present new sales services or products. Keeps current on regulatory compliance issues involving client relationships
  • Multi-disciplinary focus with technical and / or business knowledge and functional expertise, as well as strong communication skills in order to translate technical expertise to client goals
  • Awareness of risk management procedures and have the ability to quickly assess customer and firm risk
4

Experience For Investment Sales Analyst Resume

  • Educates and trains registered representatives by determining needs, providing various alternatives of action, and explaining specifics of each product or service
  • Assist internal operations departments by providing back-up support, coordinating processors to expedite transfers, settlements, research, and resolving problems
  • Conduct outbound calls to support sales initiatives
  • Become part of a team which provides specific support in the area of Variable Annuity intelligence, Morningstar reports and snapshots, Retirement Plan Consulting and Social Security analysis
  • Support relationships between Lincoln and other third party product sponsors
5

Experience For Investment Sales Manager Resume

  • Resolves registered representative concerns by researching details, identifying most efficient method of handling, and evaluating risks to all parties before resolving
  • Anticipate Sales Directors’ and client s’ needs
  • Ensuring the Suitability guidelines and associated call note templates continue to accurately reflect the needs of the business and are approved by Legal & Compliance
  • Providing both internal and external customers with account information by accessing the Bank’s online records and systems. Preparing and processing corrections and adjustments to customers’ accounts
  • Professionally responding to customer’s inquiries via investment e-mails, follow up and resolution of customer’s issues regarding investments and Mutual funds, protecting the confidentiality and integrity of customer information
  • Sufficient judgment to exercise his/her discretion to correct problems promptly or refer the customer to the appropriate person as set out in the Bank’s Complaints Resolution Standards and Procedures
  • Substantial experience in financial markets and the ability to engage with various stakeholders across the firm
  • Research and analysis experience
  • Offer mutual funds, equities, bond, UIT’s and annuities to both internal and external customers (for Investment/Insurance Sales Managers)
6

Experience For Eb-investment Sales Representative Resume

  • Actively respond to client's RFPs and design and recommend innovative solutions that meet or exceed client’s requirements. Work with the TTS sales and product teams globally, to design global liquidity management solutions that include US account structures
  • Build network in Liquidity and Investment Product (Product Management, Client Delivery, Ops and Tech), Solution Sales across all corporate sectors
  • Understand and support broad TTS business strategies. Translates these broad strategies to Liquidity and Investments strategy
  • Educational growth on all Treasury Management Products (domestic and global) and solution sets
  • Raise external profile in the market through thought leadership development
  • Potential to develop into TTS North America Liquidity and Investment Sales Head
  • Excellence in sports or team-oriented activities
  • Gather and evaluate economic, demographic, and real estate market data
7

Experience For Investment Sales Supervision Officer Resume

  • Aid in the preparation of proposals, presentations, and reports
  • Interact with clients, prospective buyers, and investors
  • Conduct market analysis and cash flow projections for hotels and hotel portfolios
  • Management of client relationships in the pension fund and insurance segment at the portfolio manager level
  • BA/BS graduate in related field – CFA / CIIA or similar qualification is an advantage
  • This role requires a true sales and service mentality and a flexible approach to suit market demands
  • Analysis of sales surveillance exceptions with regards to investment compliance
8

Experience For TTS Liquidity & Investment Sales, VP Resume

  • Manage internal processes to identify properties to dispose of, based on discussions with various constituents
  • Coordinate information flows between internal groups and various parties involved in the transaction execution
  • Work with other members of the Asset Management department to generate, maintain, and furnish periodic reports/industry tracking pieces reviewed by the senior executives
  • Professional experience in Commercial Real Estate or Finance
  • Comprehensive knowledge of agency MBS and securitized products that includes but is not limited to: specified pools, agency ARMs, agency CMOs, ABS, and agency CMBS
  • Target clients with surplus balances for short term and long term deposit mobilization
9

Experience For Investment Sales Consultant Resume

  • Work with stakeholders such as bankers, market management and sales generalists to identify targets and get warm handoffs and introductions
  • With the TTS sales and product teams globally, to design global liquidity management solutions that include US account structures
  • Prepare and lead client sales presentations for Money Fund opportunities and liquidity and investment deal in the US
  • Provide client demos of the TTS Treasury and Investment portals
  • Prepare business reviews, sales metrics, and information related to current market rate conditions and the competitive landscape
  • Maintain product expertise and regularly update product knowledge
  • Raise awareness and generate opportunities for Mercer’s investment capabilities within the corporate and institutional investment community
10

Experience For Investment Sales Associate Resume

  • Recruit, select, develop and retain high caliber team
  • Analyze financial performance for sales activity. Target opportunities for business growth. Create powerful proposals and make convincing presentations to achieve new business
  • Supports others by providing honest, open, two-way communication
  • Drive revenue and build a best in class team
  • New York Real Estate License required
  • Screen telephone calls and route to the appropriate colleague or take messages

List of Typical Skills For an Investment Sales Resume

1

Skills For Director, Capital Markets & Investment Sales Resume

  • Excellent interpersonal and communication skills; able to interface with top level executives
  • Good skills in Microsoft Excel and Power Point
  • Coaching and training delivery skills
  • Strong finance background and good understanding of appraisal and valuation principles
  • Effectively communicate HSBC Global Asset Management’s investment strategy and views, investment process, strengths and competitive advantages
  • Collaborative and able to work effectively with others
  • Work with Implementations/account managers to ensure deals closed are implemented effectively and efficiently to ensure revenue realization and ramp-up
2

Skills For Investment Sales Officer Resume

  • Experience of new business and successfully executing the sales lifecycle from prospecting to funding
  • Experience representing institutional clients acquiring or disposing of properties
  • Strong understanding of investment products, wealth management and financial planning in the Canadian financial services environment
  • Demonstrated abilities in sales, marketing and networking
  • Working in Real Estate Investment Sales, experience working with all asset types
  • Several weeks of paid training to build your skill sets
3

Skills For Investment Sales Assistant Resume

  • Effective internal and external networking across segments to generate and develop new leads
  • A proven ability to close deals and raise AUM with a focus on the Corporate Funding segment
  • The ability to build solid working relationships and influence (internally and externally)
  • Experience working with Financial Industry or service related industry makes a great fit
  • Build strong business operations infrastructure and set challenging yet achievable goals and objectives
  • Support RBWM sales effort through delivering effective market information presentations at client seminars
  • Strong drive to succeed and ability to work independently
4

Skills For Investment Sales Analyst Resume

  • Three (3) years of bank brokerage experience
  • MS Excel and Outlook experience is required
  • Prioritize objectives in a fast-paced environment
  • Investment experience with current Life and Health, S6, S63 licenses
  • Equivalent investment experience with current Life and Health, S6, S63 licenses
  • Solid knowledge of asset management and the institutional investment landscape
  • Commercial real estate experience
  • Track record of deal origination in the cash management and liquidity areae/ Experience
  • Embrace the firm’s commitment to the client experience
5

Skills For Investment Sales Manager Resume

  • Reviewing and analysing monthly sales data, ensuring it is in line with Sales Process, providing monthly feedback on results to Leadership Team where required
  • Compiling a database of property owners: who's buying / selling, investor information, insights, and buying criteria
  • Identifying and satisfying customer needs by providing customers with the Bank’s investment, mutual fund and other retail products as assigned
  • Minimizing risk and losses by knowing and adhering to Scotiabank’s policy, procedures and key controls
  • Minimizing risk and losses by knowing and adhering to Scotiabank’s and department’s policy, procedures, key controls and audit requirements
  • Supporting team head in servicing existing clients and client request (fund analysis, RFPs)
  • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals
6

Skills For Eb-investment Sales Representative Resume

  • Collaborating with internal partners on how to service these professionals and create more opportunities for us to partner with them going forward
  • Working knowledge of the Bank’s lending philosophies, policies and procedures
  • Greeting visitors to the Wealth Center and ensuring they feel welcome and directed to the appropriate colleague
  • Supporting Investment Sales Supervision Officers in preparation of IISC deck
  • Working within a dynamic regional and local team to execute the sales strategy with asset owners via face to face meetings, pitch activity and other activities
  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services
  • Acquisition of new clients and sourcing of projects to expand the use of BlackRock’s passive offering (linked to asset raising, call and meeting targets)
  • Provide comprehensive investment training to support the District Vice President in achieving the district’s investment objectives and goals
7

Skills For Investment Sales Supervision Officer Resume

  • Develop and maintain outstanding relationships with existing clients to ensure superior satisfaction level
  • Minor cleaning and straightening of common areas
  • Intermediate working knowledge of Excel, Word (Office 2010 Version)
  • Access to cutting edge tools and technology
  • Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
8

Skills For TTS Liquidity & Investment Sales, VP Resume

  • A self-starter with very high energy and motivation levels used to working independently
  • Knowledge of PC applications, spreadsheets and word processing
  • Unbridled enthusiasm about selling real estate and perseverance to get beyond "no"
  • Be quick learners and proactive in cultivating new leads
  • Proficiency in the Irish pension, funding, investment and regulatory environment
  • Ethical and hardworking, Decisive and results orientated
9

Skills For Investment Sales Consultant Resume

  • Collaborate with GWF marketing team to package the firm’s defined contribution research for the DC platform, and investment only market place
  • Possess in depth understanding of competitors and competitive position and use that information to create competitive advantage
  • Directly influence product development and packaging through regular interface with senior product managers
  • Prepare presentations, offering memoranda, and financial reports
  • Review and analyze legal documents and other materials as part of the due diligence process or as part of on-going property oversight
  • Perform complicated financial and spreadsheet analysis and modeling
10

Skills For Investment Sales Associate Resume

  • Conduct market research utilizing internal and external resources, as well as self-generated surveys
  • Self-motivated, team-oriented, and capable of handling several tasks simultaneously
  • Develop relationships with clients and position investment ideas and other value-added services generating sales and assets
  • Lead the global liquidity deal team when the client buying center is in the US
  • Prepare and lead client sales presentations for different yield products including IBDDA, Term Deposits, MMTD, ECR, CIO
  • Attend networking and industry events in the pursuit of new business development opportunities
  • Lead new business development efforts by building strategic client relationships

List of Typical Responsibilities For an Investment Sales Resume

1

Responsibilities For Director, Capital Markets & Investment Sales Resume

  • Maintain and manage conference room calendars and meetings
  • Fluently communicate in French language
  • Provide point of call resolution for issues
  • Assertive and senior in nature
  • Fully aligned with the Barclays Values
  • Organised and disciplined in approach
  • University graduate, preferably with professional qualification such as CFA, CAIA, MBA or CFP
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
2

Responsibilities For Investment Sales Officer Resume

  • Travel. Travel/mobility within the district is an important component of this role
  • Work in multiple branch settings
  • Series 7, Series 24 or 26 and Series 65 or 66
  • Highly disciplined, proactive, with a results driven focus
  • Continuously exhibits personal integrity and professional initiative
  • Reliable, follows through on commitments, does not shrink from new challenges
  • Flexible team player who is highly adaptable to change and open to new ideas
  • Travel between branches
  • Support and/or Lead prospect presentations and delivery by working with internal resources and stakeholders across multiple teams to maximize commercial opportunities
3

Responsibilities For Investment Sales Assistant Resume

  • Work within a small team to contribute towards the successful delivery of pre-agreed AUM and revenue targets
  • Achieve aggressive sales targets for investment/wealth management products and services distributed through the RBWM branch network district(s)
  • Build strong and effective relationships with the relevant RBWM Head’s of Network, Branch Managers, and licensed sales representatives within the incumbent’s designated region to increase and maintain assets under management
  • Conduct effective individual and group coaching and training sessions with licensed sales representatives to ensure a solid understanding of AMG product offering, understanding AMG market views, and answer any product or market related questions
  • Maintain knowledge of industry related topics and peer group products
4

Responsibilities For Investment Sales Analyst Resume

  • Proactively support aggressive sales targets for investment/wealth management products distributed through the RBWM branch network district(s)
  • Responsible for the product and market knowledge of all MFAs in a defined region with a focus on new MFAs
  • Build strong and effective relationships with the Head of Sales and Service, RBWM Investment Specialists, Branch Managers, and licensed sales representatives within the incumbent’s designated region to increase and maintain assets under management
  • Conduct effective individual and group coaching and training sessions at on-boarding of new licensed sales representatives to ensure a solid understanding of AMG product offering, understanding AMG market views, and answer any product or market related questions
  • Inspire and engage RBWM Investment Specialists and MFAs to achieve sales targets
  • Share best practices with key stakeholders in assigned region
  • Abide by Human Resources and other HSBC policies in support of our ethical and respectful work environment
  • Support strong growth in investment sales through robust and consistent product and market knowledge in accordance with HSBC sales quality standards; internal control standards,
5

Responsibilities For Investment Sales Manager Resume

  • Ensure timely implementation of internal and external audit points together with any issues raised by external regulators; adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; report issues and operation loss events
  • Support the design, development and implementation of investment market area strategies/ tactics to achieve the District’s investment growth goals
  • Provide comprehensive analysis of investment plans/strategies to support the district’s investment objectives and goals
  • Provide customers with a professional, courteous and positive experience on a consistent basis. Discover needs, provide knowledgeable, accurate information and solutions and follow through on commitments by
  • FINRA Series 7 essential. 63 or 66 required
6

Responsibilities For Eb-investment Sales Representative Resume

  • Tries to work with available resources
  • Access to a variety of employee resource groups and volunteer opportunities within the local community
  • Onsite fitness and wellness centers as well as company subsidized healthy meal options at our onsite cafeterias
  • FINRA Series 7, 63, and 65 or 66
  • Building and expanding customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services
  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of competitive products in the investment/consumer financial industry
  • Makes self fully available, especially when customer is going through a critical period or requires special attention. (e.g. maintains contact with the customer or ensures the customer is aware of back-up support.)
7

Responsibilities For Investment Sales Supervision Officer Resume

  • Takes actions beyond normal routine. Goes the extra mile
  • Teamwork and Deadline Focused
  • Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services
  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry
  • Competent knowledge of the use and applicability of budgeting, cash flows, and financial analysis for real estate transactions
  • Develop pro-forma financials
8

Responsibilities For TTS Liquidity & Investment Sales, VP Resume

  • Series 7 and/or 63 required
  • Passion for the financial or investment management industry
  • Completed CSC or IFIC
  • Ten or more year’s progressive investment management experience with four to seven year’s experience in managing a region of FAs with an emphasis on sales culture or business development
  • Acquiring and maintaining an expert knowledge and understanding of all investments, industry mutual fund products and all applicable account types and a general knowledge of assigned products and services of the Bank as well as all retail products and services offerings
  • Providing both internal partners and customers with account information by accessing the Bank’s online records and systems. Preparing and processing corrections and adjustments to customers’ accounts
  • Two or more years of commercial real estate experience
9

Responsibilities For Investment Sales Consultant Resume

  • Proficient in MS Office products, particularly Excel
  • Demonstrable success in high level sales production
  • The pursuit of new business opportunities across pension investors for Mercer’s capabilities
  • The ability to successfully pursue and sell Mercer’s capabilities across a variety of Irish specific client types
  • Build relationships, generate new leads and support pipeline management and the associated sales process for both internally and externally generated activity
  • Free coffee daily!

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