Relationship Manager Resume Scottsdale, Arizona - Hire IT People

SUMMARY:

Relationship retention and asset accumulation results: A professional work ethic, positive attitude, proven interpersonal and listening skills, combined with demonstrated ability to think proactively, take initiative, exercise sound judgment, learn quickly and adapt easily have consistently delivered relationship development, client retention and asset accumulation results.
Client interactions with solutions to enhance client loyalty: Years of client interactions have empowered me to anticipate and recognize potential problems, execute opportunities to influence, diplomatically defuse and reconcile client concerns to produce acceptable solutions for the client and company with an emphasis on positive experiences that clients will relate to others.
Business Ownership; Sales and Administrative Management: Prior to pursuing a career in the financial services industry I enjoyed a sales and administrative management career working with technology firms in Kansas City; Metro - Plex Information Systems, Inc. and Coulter Electronics, Inc. I also started and managed two businesses; a retail wine boutique and an event planning service. The businesses were sold after four years of successful operation.

PROFESSIONAL EXPERIENCE:

Confidential, Scottsdale, Arizona

Relationship Manager

Responsibilities:

Confidential, Scottsdale, Arizona

Products & Services Specialist

Responsibilities:

Developed and supported prospective and established affluent client relationships
Identified investors' experience, investment objectives, time horizon and risk tolerance
Explained Confidential investment philosophy and marketplace differentiation
Using consultative sales skills, positioned appropriate products and services
Executed asset consolidation opportunities
Consistent winner in Business Development Group Rewards Program
Recognized as a Sales Leader Trained and mentored new BDG Sales Associates
Reason for Leaving: Resigned on good terms for personal reasons family elder care

Confidential, Phoenix, Arizona

Senior Institutional Relationship Specialist

Responsibilities:

Acted as relationship manager for eleven independent Registered Investment Advisors
Provided sales and operational support to assist their firms with growth and competition
Presented Schwab Institutional products and services; provided consultation for application
Reason for Leaving: Resigned on good terms for personal reasons family elder care

Confidential, Scottsdale, Arizona

Relationship Manager

Responsibilities:

Promoted and developed sophisticated relationship banking and insurance business with local businesses, affluent business owners, medical, dental and retirement communities
Public relations and networking through affiliation with business and professional organizations
Coordinated cross - sell opportunities with the bank officers and the insurance sales producers
Reason for Leaving: Resigned on good terms Corporation indefinitely postponed the planned asset management division and therefore was not able to hold my FINRA Licenses as per the employment offer. Licenses expire after two years if not registered with a broker/dealer.

Confidential, Scottsdale, Arizona

Financial Advisor

Responsibilities:

This firm had a minimum portfolio requirement of $1MM (Sun America, Broker/Dealer)
Assisted the firm s partners with preparation and attended prospective client meetings
Collaborated with team colleagues to recommend financial/estate plans; risk management
Relationship Manager for 106 existing clients Presented quarterly portfolio reviews
Reason for Leaving: Resigned on good terms Confidential per confidentiality agreement

Confidential, Phoenix, Arizona

Registered Representative

Responsibilities:

Served clients with $250K - $500K assets Signature Services Team Member
Responsible for client relationship development and retention; asset accumulation
Provided investor account information, education and action pertaining to buy/sell transactions, investment products and strategies, market analysis and regulatory issues
Reason for Leaving: Layoff Company-wide reduction in staff due to market decline and industry contraction.