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Online Resumes with "Wealth Management "
Financial Analyst - 12 years experience in comprehensive financial planning, market analysis & equity trading.
Skilled in fundamental and technical analysis of equities and indices. Proven ability to attract and maintain high net worth relationships. Excellent client relation skills that have produced strong loyalty and high rate of referral business. I am interested in working for an organization with a high net worth wealth management focus that will allow my talents and expertise to be utilized and further develop my investment s...
WEALTH MANAGEMENT EXECUTIVE
Top-producing financial executive credited with developing highly successful and profitable business enterprises for leading consumer and commercial financial institutions. Strategic, hands-on professional with demonstrated record of repeatedly delivering remarkable earnings results by partnering finance with business development objectives to drive continuous revenue, profit, and market-share growth. Unique prospective on ...
Tags for this Online Resume: Trust Department, Wealth Management, Financial Services, Trust Executive, Company Start Up , Department Restructuring
Customer Service or Call Center Manager
I am a highly skilled Customer Service Manager with substantial experience in the implementation and management of a large-scale customer service operations and fulfillment strategies. During the last several years, I have been providing Customer Care Management for UBS Wealth Management Inc in the Financial Services Industry. I am currently seeking an opportunity to gain employment in a new industry that will allow me to ...
Sociology and Communication major here
A position that enables me to use my financial analysis and project management skills
Ideal Companies: insurance, financial, legal
Tags for this Online Resume: •Ability to effectively file and sort per instructions. •Ability to handle 10 incoming phone lines, as well as manage and prioritize tasks. •Ability to repeatedly lift up to 50 lbs. •Ability to work in a faced pace environment. •Excellent receptionist, phone, customer service and communication abilities, Strong communication skills and ability to coincide with co-workers. •Excellent computer skills. •Motivated
Manager
As my resume indicates, I have had more than 15 years experience in selling and managing. I am good at multi-tasking and finding imaginative solutions to problems. I won 3rd place in a sales competition covering 50 branches a few years ago. Until last June, I was a wealth management advisor in Paris at the Societe Generale, until that I was a Branch Manager. I have learned how to deal with a wide variety of people, from t...
Ideal Companies: FYE,
Associate Wealth Management Advisor 9 years experience
Associate Financial Advisor - Series 7, 66, Life/Accident/Sickness Agent
I want to align my career path with a financial planning/wealth management firm that personifies integrity through prudent planning, utilizes altruistic planning strategies, and provides the potential for hard work and ambition to be rewarded.
Financial Professional
Full benefits package, challenging position, type of company is unimportant, location of position is important
Ideal Companies: General Electric, Boeing, Disney, Warner Brothers
Tags for this Online Resume: Financial Reporting, Accounting, GAAP, Management, Senior Management, Executive
Financial Advisor /Wealth Management
Seasoned Compliance Professional - 10 Years of Experience with a Global Wealth Management Firm
Compliance Officer Position within the Asset Management Segment of the Financial Services Industry
Wealth Manager Resume West Haven CT
private banking. wealth management. financial advisor. branch manager
Ideal Companies: banks
Tags for this Online Resume: relationship builder
Senior financial services leader
Energetic senior financial services leader with extensive experience in wealth management serving high net worth clients looking for an executive level position. Broad knowledge base in accounting, trust, tax, client service and general management. Extensive background in setting long range financial vision and strategy, accounting practices, risk management, internal financial controls, forecasting, budget preparation, fin...
Tags for this Online Resume: JD Edwards, Excel, Word, PowerPoint, Efficient and Organized, Superior Problem Solver
