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Online Resumes with "private banker"
Private Banker
Goal driven, motivated, experienced, creative sales person with high values and 14 years of investment sales experience.
Ideal Companies: Wells Fargo, Chase.
Tags for this Online Resume: Banking, Sales, Investments
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Senior Private Banker / Commercial Lender / Business Owner / President
Senior Private Banker, Commercial Banker, or management position
Private Banker
To rejoin the banking industry or any other industry where my experience can be utilized
Loan Officer - 20 Years of Experience - Near 28374
I have over 25 years experience in the financial services industry. Top performing private banker focused on advising, managing and servicing the financial needs of high net-worth clients. I posess strong leadership and motivational skills. I have excellent communication skills with the ability to develop instant rapport, resulting in increased revenues and profits.
Private Banker, Sarasota, FL
Sales Manager - 20 Years of Experience - Near 43017
Accomplished Sales Management Executive, with extensive senior-level experience in all aspects of account management, business development, compliance, relationship development and revenue generation within the brokerage and investment management industry. Consult effectively with client management to effectively prioritize activities and achieve defined objectives, with the ability to translate client requirements into sal...
Ideal Companies: JPMorgan Chase & Co, PNC Bank, FINRA, SunTrust, Northern Trust, Fidelity, Vanguard, BNY Mellon, Wells Fargo, Franklin Templeton, LPL, Nationwide, American Funds, Federated
Tags for this Online Resume: Managing Director, Director, Sales Manager
Bookkeeper - 1 Years of Experience - Near 36054
To Whom It May Concern: As a cum laude graduate in Finance from Auburn University, I learned the advantages of hard work and discipline while attending school. Earning a finance degree provided a sound understanding of financial fundamentals in banking, investments, real estate, insurance and similar fields of study. I also completed principles of accounting, intermediate accounting, and advanced accounting. This provided...
Tags for this Online Resume: clerical, accounts payable, finance, office, administrative, Documentation, Financial, Financial Statement, Variance Analysis, Accounting, Accounting Software, Accounts Payable, Banking Industry
Wealth Management & Financial Advisor - 15 years Experience
An experienced financial professional with a successful career managing banking and investment advisory relations with a strong history of developing customized financial plans while working extensively with succession planning, retirement planning and insurance specialists.
Tags for this Online Resume: Wealth Management, Financial Advisor, Private Banker, Insurance Agent, Retirement Planning, Advisory Services, Banking, Data Analysis, Economics, Financial
Team Leader - 3 Years of Experience - Near 77077
Collaborate, in Houston, TX. - Oversee process of electronic discovery for private sector clients. Verify and manage all discovery requests for electronically stored information (ESI) onsite for ExxonMobil. Responsible for data acquisition, processing and culling. Manage data conversion and exportation to third party for processing. Prioritize and resolve varying collection issues to ensure delivery and project timelines ar...
Tags for this Online Resume: eDiscovery, Business Development, Computer Aided Software Engineering, Customer Relationship Management, Data Migration, Litigation Support, Management, Policies and Procedures, Customer Service, Data Processing, Data Collection, Data Conversion
Assessor
PROFESSIONAL SUMMARY Dynamic Private banker with strong background in all aspects of financial management. Successful at managing multiple assignments and maximizing customer satisfaction. SUMMARY OF QUALIFICATIONS * Exceptional background working with clients, families and their advisers to examine objectives, determine risk threshold, and provide proper solutions. * Extensive knowledge of financial products. * Superior re...
Tags for this Online Resume: Banking Industry, Business Development, Financial, High Net Worth, SAP MM module, KYC, English Language, Financial Management, French Language, Management
Personal Financial Advisor - 20 Years of Experience - Near 33186
PROFESSIONAL SUMMARY Dynamic Private banker with strong background in all aspects of financial management. Successful at managing multiple assignments and maximizing customer satisfaction. SUMMARY OF QUALIFICATIONS * Exceptional background working with clients, families and their advisers to examine objectives, determine risk threshold, and provide proper solutions. * Extensive knowledge of financial products. * Superior re...
Tags for this Online Resume: Business Development, Financial, High Net Worth, SAP MM module, English Language, Financial Management, French Language, Management
