Private Bank Resume Sample

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Work Experience


Citi Private Bank-global Head of Investments
11/2015 - PRESENT
Philadelphia, PA
  • Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio
  • Auditing the team’s in force policies working with the insurance carriers and other institutional partners to verify policy information including: product, due dates, premiums, cash values, ownership, insured's, beneficiaries, status, etc
  • Legal and regulatory risk management and control including advising on legal and regulatory risk control processes
  • Advising on current and new business initiatives from a legal and regulatory risk and control perspective
  • Advising on product approvals from a legal and regulatory perspective
  • External counsel management and cost control
  • Close liaison with counterparts in other regions to build a harmonized approach to issues and policies
Private Bank
12/2010 - 06/2015
Dallas, TX
  • 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
  • Oversee the Service team’s management of day-to-day servicing and processing activities to ensure the staff is delivering a high level of service and complying with Citibank's policies, procedures and government regulations
  • Working closely with Risk Management, Compliance to define the scope of monitoring and surveillance of business activities
  • Setting up and ongoing monitoring of following business controls
  • The role could be based in either Geneva or Zurich depending on where the person is located
  • Manage Geneva data for EMEA and Latam PB teams
  • Work closely with GVA legal and compliance teams to ensure data is compliant; liaise with GVA business partners when additional information is required
Private Bank Summer Intern
04/2004 - 10/2010
Los Angeles, CA
  • Close liaison with Compliance and other control and risk management functions
  • Maintaining contractual documentation and templates
  • Contributing to policies and procedures impacting CSUK from a legal and regulatory perspective
  • Contributing to team know-how
  • OTC & Structured Products – advise clients of appropriate derivative strategies, aid in price discovery, assess price quality, capture and execute upsizes, supersizes, and unwinds in the secondary market with multiple issuers
  • Cash Equity – advise clients/investors of their options, and guide them to the most effective method of execution (OTC, exchange, working, block etc), capture order, select appropriate venue, ensure order is executed in a timely manner, measure the quality of the execution within best ex policy, communicate fills and accurately book
  • Support in post trade execution and ongoing monitoring of client positions
  • Resolve middle office/back office queries for both PB and IB in a timely and satisfactory manner
  • Act as the escalation point for issues, which involves working with the Front/Middle Office to resolve questions, investigate issues and develop a satisfactory response to the client’s concerns

Education


Lindenwood University - Belleville Campus
1999 - 2004
Bachelor's Degree in Finance

Professional Skills


  • Excellent organizational skills and attention to detail, including the ability to manage multiple work-streams to tight deadlines and re-prioritize as required
  • Strong solution based problem solving and analytical skills, able to add value rather than just accept the status-quo
  • Prior experience providing complex investment solutions to affluent or high net worth individuals and/or families
  • Considerable experience in modeling/pricing options
  • Experience in managing a team of 3 to 4 Associates and Vice Presidents
  • Significant relevant market experience (dealing with HNW clients or fund management)
  • Significant relevant market experience (dealing with UHNW/ HNW clients or fund management)

How to write Private Bank Resume

Private Bank role is responsible for word, excel, power, reporting, analytical, training, retail, finance, credit, trading.
To write great resume for private bank job, your resume must include:

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

Contact Information For Private Bank Resume

The section contact information is important in your 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 Private Bank Resume

The section work experience is an essential part of your 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 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 private bank position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Private Bank resume experience can include:

  • Strong problem-solving, time management, organization and project management skills
  • Effectively transform both quantitative and qualitative information into a compelling argument
  • Prioritizing and responding to sales force and client inquiries via email and phone
  • Establish strong working relationships with RLMs and functional partners including Credit, Product, Operations, Compliance and Legal
  • Work experience in Reporting and Analysis within Banking/FI
  • Work experience in Reporting and Analysis within Banking/ FI

Education on a Private Bank Resume

Make sure to make education a priority on your 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 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 Private Bank Resume

When listing skills on your 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 private bank skills:

  • Experience operating in the Retail branch environment
  • Experience in managing a team of 3 to 4 professionals
  • Give client issues the highest level of priority
  • Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
  • Actively assist bankers in assessing client needs and developing recommendations
  • Actively involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships

List of Typical Experience For a Private Bank Resume

1

Experience For Citi Private Bank Resume

  • Provide asset class experience and expertise in client and internal situations
  • Coordinating with global alternatives team in the US and EMEA on structuring and due diligence of platform funds
  • Liaising directly with third party funds to provide detailed information to PB clients
  • Creating decks and resources with PowerPoint and Excel for internal and client use
  • Monitoring investment flows and team metrics
2

Experience For Private Bank Group Resume

  • Working knowledge of ICG/Private Bank business is useful
  • Strengthen the quantity and quality of deal flow by providing on-going support of sales and marketing initiatives
  • Assist CPB Finance team on core finance processes - control, budgeting, forecasting, reporting, reviews, analysis and system implementation
  • Share approved data and Save the Date / Invite with respective event planners (ensuring correct GVA disclaimers are used)
  • Provide proper administrative support to the Sales and Service Banking Team
  • Coordinate with assigned Regions/RLMs providing regular support as necessary and market coverage when required
3

Experience For Citi Private Bank-global Head of Investments Resume

  • Advise and partner with CPB LFO in providing finance analytics
  • Advanced knowledge of commonly used reporting tools MS Excel, MS Access and/or Databases (Oracle), Essbase, Business Intelligence tools
  • Manage GVA RSVP updates
  • Collect biographies and obtain GVA legal and compliance approval; share approved files with event planner
  • Partner closely with GVA Legal and Compliance teams to stay abreast of changes to regulations and funnel back updates to the global events team
  • Share final attendee lists with GVA compliance team when Swiss names / PEPs have accepted an event invite
  • Ensure GVA data is deleted from final attendee lists and only stored on Swiss shared drive
  • Ensure codename format is used
  • Provide any additional details requested by GVA Legal and Compliance team to ensure Cross Border regulations are met
4

Experience For Private Bank Regional Manager Resume

  • Maintain daily calendars through Outlook, coordinate team calendars
  • Schedule appointments, meetings, events and conference calls
  • Serve as back up support for other managers or administrative staff, when required
  • Supporting senior team members in daily interactions with the Private Bank’s Bankers & Investors (sales force) on all the third party and internally managed Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform
  • Perform analyses on hedge funds, private equity funds, and real estate funds in portfolio and cash flow contexts
  • Other miscellaneous ad-hoc analyses & projects
5

Experience For Private Bank VP Resume

  • Accountability: Business implementation and change management (10%) Manage the levels of performance and service standards that need to be achieved by translating the Business Unit’s strategy into achievable objectives and contracting these through the Performance Development process for the team
  • Monitor and manage the adherence to SLA’s in order to maintain and improve on turnaround times to clients. Influence the development, implementation and embedding of tactical and strategic business change initiatives on an ongoing basis
  • Provide high quality phone coverage for the UHNW Client Base and Banker Team ensuring phone is answered within the 3-ring standard in a professional and courteous manner. Phone messages are taken in a clear and legible fashion
  • Responsible for Telephone/Calendar appointments, scheduling of internal/external meetings and conference calls, assisting email communications as well as significant interaction with Senior Management and their assistants
  • Assist the Sales and Service Banking Team with the follow up for client inquiries, act as conduit for requests of information i.e.: Inquiry & Investigations for Monthly Statements Requests, Tax certification or expiry-Recertification, Client documentation – Account/Credit Documentation and/or Deficiencies
  • Build strong partnerships with key stakeholders, management and colleagues across the private bank
  • Think and develop long-term strategic plans as well as tactical near-term insights to drive agenda priorities
  • Confidence and skill to develop, advocate for and deliver solutions to business leaders
  • Often handles sensitive materials: maintains appropriate levels of confidentiality
6

Experience For GS Private Bank Resume

  • Proactively support new loan origination by initiating outbound calls to Advisors and clients, managing pipeline in an effort to move transactions through various stages of development including worksheet, application, approval, documentation and funding, in support of regional goals and objectives
  • Track referred transactions through funding, consistently communicating progress to RLM/stakeholders in an effort to manage and exceed internal and external client expectations
  • Field inbound calls and inquiries from Financial Advisors
  • Establish a reputation as a subject matter expert within assigned Region(s)
  • Advise clients on appropriate credit solutions and options available, and negotiate structure and price where applicable
  • Maintain disciplined approach to management of maintenance call requirements
7

Experience For Private Bank-uhnw China Investor, VP Resume

  • Strict adherence to loan origination credit policy and procedures and compliance requirements, including Know Your Customer, with the accurate collection and completion of required documentation
  • Knowledge of and adherence to Firm?s Business Principles and Client Service Values
  • Demonstrates a sense of urgency and comfortable multi-tasking many initiatives and requests in an environment where flexibility to meeting demands and tight deadlines are the norm
  • Proactive self starter who is comfortable working independently and enjoys a fast-paced environment
  • Responsible for the overall Risk & Control for Citi Private Bank’s Asia Investments Business. Ensures regional and global regulatory requirements are met, as well as business compliance with policies and procedures
  • Work collaboratively w/ various internal partners, IT, various business lines,
  • Knowledge of and adherence to Firm's Business Principles and Client Service Values
  • Interface with ICG Workstreams, and global and regional CPB finance teams to deliver against corporate deliverables
8

Experience For Citi Private Bank Asia Investments Resume

  • Intellectually curious and able to learn quickly
  • Prepare regular and time-sensitive exposure/P&L/Balance Sheet line item/ RWA reports for CPB users and their senior management
  • Perform variance analysis on movement drivers and build commentary in liaison with CPB business Managers, Finance and Risk stakeholders
  • Respond to CPB Business Manager/Finance/Risk stakeholder’s queries on published reports and any ad hoc report requirements
  • Coordinate with risk management, technology, finance to make sure the finance and risk metrics information contained in various reports and presentations are accurate, and make sense
  • Understand/interpret the nuances of the questions and requests from senior management and work with global finance and risk leads/stakeholders to come up with reporting solutions/alternatives
  • Provide regular status updates to the team lead and FRI senior management
9

Experience For Senior Assistant, Private Bank-miami Resume

  • Prepare regular and time-sensitive exposure/ P&L/ Balance Sheet line item/ RWA reports for CPB users and their senior management
  • Respond to CPB Business Manager/ Finance/ Risk stakeholder’s queries on published reports and any ad-hoc report requirements
  • Understand/interpret the nuances of the questions and requests from senior management and work with global finance and risk leads/ stakeholders to come up with reporting solutions/alternatives
  • Strong communication skills across written and verbal forms of communications with both internal and external clients
  • Experience in financial services, wealth management or investment
  • A unique opportunity to gain experience with meaningful assignment
  • Deliver advice and recommendations to clients considering hedging and monetization solutions
10

Experience For Am-latam Private Bank Resume

  • Manage JPMorgan’s relationship with internal and external trading counterparties
  • Communicate with Investors regarding investment matters and liquidity needs
  • Highly organized with a strategic mindset to growing the Strategy franchise and overall GIO business
  • Advise Wealth Management client advisors and their clients in domestic and global markets on equity derivative solutions
  • Model, price, and trade equity derivatives in a fast-paced, client-centric environment
  • Actively engage in the generation and education process for new equity derivative investment ideas and solutions
  • Work with the Account Opening Group to open trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures
  • Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer

List of Typical Skills For a Private Bank Resume

1

Skills For Citi Private Bank Resume

  • Strong team player with good communication skills, ability to work in collaboration building strong rapport with peers
  • Strong presentation, communication and client management skills
  • Strong inter-personal and leadership skills
  • Computer skills: Excel Intermediate, Power Point and Word
  • Computer skills: Excel basic to Intermediate level, MS Access, Power Point and Word
  • A variety of experiences( including speaker events to gain exposure to other areas of the bank)
  • Excellent communicator (staff, clients and colleagues)
  • Maintain investment dialogue with the most complex clients on understanding goals and objectives, developing and implementing overall investment plan
  • Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan
2

Skills For Private Bank Group Resume

  • Assist in the delivery of Planning & Analysis in support of CPB in partnership with Accounting, Tax, Treasury and the wider Finance organization
  • Assist CLT Lenders in underwriting all facilities secured by our client's investment portfolios, including new requests and annual reviews
  • Organize and maintain files including training transcripts and attendance for staff members
  • Best Private Banking Services Overall
  • Best Investment Banking Capabilities
  • Best Succession Planning Advice and Trusts
3

Skills For Citi Private Bank-global Head of Investments Resume

  • Monitor ongoing and team’s performance against financial and other targets – AUM, Revenue, account performances etc
  • Provide advice and investment solutions according to relevant legal and compliance requirements
  • Adhere to the Bank’s policies and procedures thereby protecting the business from financial and reputational risks
  • Provide investment advisory services and recommendations across multiple asset classes to UHNW Greater China Private Banking clients
  • Prepares standard through to complex correspondence, reports and presentations, ensuring completed material is produced in a timely manner
  • Provide investment advisory services and recommendations across multiple asset classes to Private Banking clients
  • Builds a prospect referral pipeline by leveraging referrals from internal and external sources
  • Partner with the Private Bank product business heads and leadership team in achieving financial goals
4

Skills For Private Bank Regional Manager Resume

  • Investor training coordination and delivery
  • Review and testing of any technical changes to applications used by investment teams
  • Partner with the local leadership team in driving long-term multi-asset flows across the coverage region
  • Opportunity for social and networking events to build bonds and networks throughout the HSBC Group
  • To be a figure head for all of the Client Centers’ daily activities, including events
  • Handle incoming calls, provide accurate and timely messages, answer inquiries as appropriate
  • Event coordination which includes planning and logistics
  • Support meetings with active record-keeping and minutes to accurately reflect relevant follow up items
5

Skills For Private Bank VP Resume

  • Leverage knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
  • Develop and recommend alternative visualization formats
  • Work closely with data architects to provide requirements to improve data
  • Best for Ultra High Net Worth clients (Greater than US$ 30 million)
  • Best for High Net Worth clients (US$ 5 million to US$ 30 million)
  • Best Family Office Services
  • Best Research and Asset Allocation Advice
6

Skills For GS Private Bank Resume

  • Best for International Clients
  • Investment Counselors client coverage, which is delivered through a team of Investments professionals who work with relationship managers (Bankers) and focus exclusively on meeting the clients’ investments needs and provide investment advice; and
  • Manage a team of over 600 professionals with product focus on Managed Investments and Capital Markets, overseeing close to $70 bn in discretionary and advisory assets and $135 bn in securities portfolios
  • Responsible for formulating the Private Bank’s investment strategy and delivering investment advice and execution across all asset classes on a global basis
  • Drive activity across all the asset classes: FX, equities, fixed income, commodities, structured products, traditional managed investments, alternatives (hedge funds, private equity and real estate) and discretionary portfolio management. In particular, maintain balance between capital markets offerings and managed investment offerings
  • Drive core discretionary and advisory private client asset growth by becoming our clients primary trusted advisor
  • Develop and deepen relationships with sophisticated new Private Bank clients and prospects to ensure they are fully knowledgeable about the Private Banks investment capabilities to drive AUM growth and overall platform utilization
7

Skills For Private Bank-uhnw China Investor, VP Resume

  • Function well in a large, diversified global organization and be able to handle multiple stake holder globally. Ability to coordinate with other teams and work closely with Regional Heads by establishing strong internal business relationships
  • Facilitate revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business globally, creating efficiencies and maximizing return on capital
  • Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks
  • Manage the development of a global technology platform to support the asset management businesses of The Private Bank
  • Focus on China UHNW (Principal Business) individuals and families
  • Understand each client’s wealth objectives and investment requirements
  • Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
  • Provide investment advisory services and recommendations across multiple asset classes to UHNW China Private Banking clients
8

Skills For Citi Private Bank Asia Investments Resume

  • Service and develop clients by providing investment advice in a holistic approach (including discretionary and advisory) through a combination of technical knowledge and a structured investment approach
  • Identify product solutions for client needs, based on view of the market
  • Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in indentifying new business opportunities
  • Involve in new marketing initiatives for more complex clients along with other team members
  • Contribute to trade ideas suitable for the Bank’s active client base
  • Act independently within established policy guidelines and in accordance with client
9

Skills For Senior Assistant, Private Bank-miami Resume

  • Supervise, coach, and train junior staff to maximize their individual contribution to the team as required
  • Work in close partnership with Private Bankers in providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
  • Develops communications, correspondence, presentations, including deciding on or recommending content. Responds to related inquiries on the department’s behalf, or escalates for resolution as appropriate
  • Effective team player with the ability to proactively engage business and control function colleagues at all levels
  • Significant relevant market experience
  • Asset allocation / multi-asset class portfolio or sales experience is preferable
10

Skills For Am-latam Private Bank Resume

  • Previous experience in Private Bank or Life Insurance company
  • Assist Senior Investors and Practice Leader Investors to service the most complex client base
  • Assist with Client/Specialists’ Events in Mexico: coordinate ground transportation, prepare confirmation lists
  • Analytically minded, and ability to work and make decisions under time pressure
  • Languages: Fluency in English & German is absolutely necessary. French and other additional languages would be an asset

List of Typical Responsibilities For a Private Bank Resume

1

Responsibilities For Citi Private Bank Resume

  • Languages: Fluency in English & French is absolutely necessary for Geneva and English & German for Zurich. Any other additional languages would be an asset
  • Knowledge of common IT tools (Word, Excel, PowerPoint …)
  • Languages: English & French
  • Collaborate with team members across EMEA and internationally
  • Positive demeanor and a ‘can-do’ attitude
  • FINRA Series 7, 63, 9/10 (or 8), 24 (or 23)
  • Knowledge of the business and the mission-critical technical and functional skills needed to do the job; understanding the various types of business propositions and how businesses operate in general; ability to learn new methods and technologies easily
2

Responsibilities For Private Bank Group Resume

  • Organizationally Savvy - Maneuver well to get things done and operates smoothly across boundaries; knows where to go to get what he/she needs; politically aware and agile; presents views and arguments well
  • Evaluate and Deploy People Accurately - Reads people accurately; diagnose strengths, weaknesses, and potential; knows what skills are required to fill a job or role; hires the best
  • Superb analytical and quantitative skills in developing support for investment recommendations
  • Extensive equity derivatives knowledge
  • Series 7 and 63 required within 90 days of employment
  • Understanding product flows and resolving any issues related to trades on mutual funds, hedge funds, private equity, core products (FX, loans, deposits, equities, fixed income), listed options, securitised derivatives and OTC derivatives
  • Daily contact with investment professionals, technology, internal clients, and other support functions throughout the world
3

Responsibilities For Citi Private Bank-global Head of Investments Resume

  • Analysis of Investor queries to improve the support model
  • Participation/Lead in strategic projects
  • Partner with the Bankers, Investors and Capital Advisors to understand their client base, and identify opportunities for new business and growth, and prepare for client meetings; help train new investors and bankers on how the Private Bank manages investments
  • Lead broad internal communication efforts as well as client events on topical and strategic pieces of the investment dialogue
  • Proactive to the investment dialogue within the Global Portfolio Specialist team as well as the markets strategy team – including sharing of client and advisor feedback
4

Responsibilities For Private Bank Regional Manager Resume

  • Future opportunity to join PB Graduate Program
  • Strong ownership with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solution, initiatives and projects
  • Positioning and establishing the value proposition of the expanded product offering internally and externally, based on the competitive landscape, our clients’ needs and the complementary products offered at the Private Bank
  • Employs and maintains a disciplined approach to prospecting and the client review process using designated tracking tools to document progress on implementation of client strategies
  • Support the global LFO and senior business leadership team in all aspects of Finance
  • Work with the ICG Workstream structure to integrate Private Bank Finance with the broader ICG finance systems and processes
5

Responsibilities For Private Bank VP Resume

  • Minimal customer attrition
  • Best Philanthropic Advice
  • Best Asset Management
  • Be solutions driven
  • 30am to 7.30pm
  • Create the New and Different - Ability to come up with the next great breakthrough, be a creative visionary who can manage innovation, be an effective strategist full of ideas and possibilities, sees multiple futures, has broad interests and knowledge, can both create and bring exciting ideas to market and, can be comfortable discussing alternative futures without all of the data
  • Inspire Others - Skilled at getting individuals, teams, and an entire organization to perform at a higher level and to embrace change; negotiates skillfully to achieve a fair outcome or promote a common cause; communicates a compelling vision and is committed to what needs to be done; inspires others; builds motivated, high-performing teams; understands what motivates different people

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