Investment Consultant Resume Portland, ME - Hire IT People

SUMMARY:

Driven and detail - oriented investment consultant with six years of experience and record of achievement providing comprehensive financial planning and investment solutions that meet individual needs of high net worth and global business clients. Analytical professional skilled at performing in-depth market and financial analysis and identifying optimal investment opportunities with high returns. Goal-focused innovator adept at creating and executing investment strategies and building robust portfolios for sustained growth. Successful communicator, translating complex market and financial data into concise, applicable information for clients and business partners. Reputation for customer service excellence; talented in developing and fostering trust-based relationships with clients ensuring satisfaction and loyalty.

AREAS OF EXPERTISE:

Market Research & Analysis
Lead Generation & Conversion
Risk Monitoring/Mitigation
Strategic Financial Planning
Client Development & Retention
Relationship Building
Diversification/Growth Strategies
Portfolio Asset Management
Problem Resolution

PROFESSIONAL EXPERIENCE:

Confidential, Portland, ME

Investment Consultant

Responsibilities:

Tailor investment solutions to meet the needs of affluent individuals and businesses.
Generate leads and secure new accounts. Analyze client's cash, capital, and investment needs and create financial/investing plans with short- and long-term investment strategies for achieving financial goals. Identify investment opportunities and present comprehensive investment options to clients.
Monitor portfolio performance and provide guidance on strategies for optimizing returns.
Ensure satisfaction and loyalty by developing and fostering trust-based relationships with clients.
Boost sales with effective communication, translating complex financial data and concepts into concise, applicable information for clients.

Private Client Relationship Manager

Confidential

Responsibilities:

Managed high net worth clients ensuring satisfaction; coordinated services, responded to inquiries, and promptly resolved issues.
Identified prospects and partnered with financial consultants in building client engagement strategies and developing winning proposals detailing benefits of investment services.
Enhanced satisfaction with flexible approach to client engagement, allowing clients to efficiently leverage expertise at any stage in the investment process.
Provided efficient service and promptly resolved issues by communicating effectively and working jointly with clients, colleagues, and business partners in a collaborative team environment.

Branch Financial Representative

Confidential

Responsibilities:

Served as centralized point of service. Promoted company products and services.
Responded to customer inquiries providing clarity on offerings and policies.
Provided superior customer experience by efficiently delivering effective customer service.

Financial Services Representative

Confidential

Responsibilities:

Executed instruction and performed securities transactions for high net worth clients. Expertly paired clients with optimal products.
Promoted company's powerful research platform, providing in-depth information on sectors and industries, stocks, ETFs, mutual funds, bonds, options, IPOs, and annuities for self-directed investors.
Successfully tailored product suggestions and achieved sales significantly contributing to business bottom line.

We provide IT Staff Augmentation Services!

Investment Consultant Resume

Portland, ME

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship