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Online Resumes with "high net worth client"
Hard working manager/analyst that doesn't like to disappoint
Dedicated professional with extensive Operations and Project Management experience. Exceptional leadership skills with major emphasis on communication.
Ideal Companies: JPMorgan, Goldman Sachs, Bank of America, Harris Bank, Northern Trust
Tags for this Online Resume: Project Management, Analysis, Operations
Bank manager with 30 years experience in banking
Outstanding banking management professional with extensive experience developing high net worth client relationships.
Tags for this Online Resume: Bank Management, Business Development, Customer Service
Client Services Manager, Dallas, TX
Manage the non-qualified benefit plans for high net worth clients and their executives. Maintain and build lasting relationships with clients for long term retention.
Tags for this Online Resume: Corporate owned life insurance knowledge, client management , non-qualified benefit implementation, Defined Benefit administration, Series 6 and 63, Group 1 License
Angela A. Jones
High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Ideal Companies: UBS Global Asset Managemen, , USAA, , Morgan Stanley, , Citigroup, , Capital Group Companies, , Investment Management Oriented Compnanies
Executive Sales Representative
I want to be the best I can be for myself and my son. I want a career with a company that will allow me to be rewarded for my production.
Ideal Companies: Nike, Under Armour, Remington Arms, Colt Inc., Dell, HP, Exxon
Tags for this Online Resume: self starter, dedicated, sales representative, dynamic, personable, awesome outlook on life
Financial Analyst, Washington DC
Bilingual Financial Analyst eager to contribute strong managerial, problem-solving, and business development skills toward supporting the employer as a driven and productive team member
Tags for this Online Resume: finance, mergers, private equity, accounting, invesment management, financial analyst, EXCEL, MILLIMAN, ACCESS, ACT
Accountant
Ideal Companies: Merrill Lynch, Wachovia Securities, Bank of America
Tags for this Online Resume:
Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66
Career, What?!
free-spirited, enthusiastic, dreamer, i love people, world traveler, loyal, friendly, big heart, adventureous, counselor, cultured, fun, love for life, love music
Ideal Companies: Google, Ebay, United Nations, Berlitz, International House, CNN, BBC, NBC, Apple, Dreamworks, Sony Pictures
Bulge Bracket Investment Bank Analyst, New York- Experience in Corporate Real Estate and Financial services Industry
Priviate Wealth Management, Develop trustworthy relationship with High Net Worth Clients, Obtain Securities Licenses such as Series 7, 63, and 66.
Tags for this Online Resume:
Commercial Real Estate Leasing, Property Evaluation and Investments, Sales and Relationship Management, Client Service Skills in PWM and Private Banking, Fluent in Chinese(Mandarin) and English, Analytical Skills and Financial Modeling
Featured Profile
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume:
Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
