Personal Advisor Resume Scottsdale, AZ - Hire IT People

OBJECTIVES:

To further my professional career with a Portfolio Consultant position in a world class company. Seek to diversify my skills and apply my knowledge. Help client reach their financial goals by coaching, enhancing, proven investment strategies.

EXPERIENCE

Confidential

Scottsdale, AZ

Personal Advisor

Responsibilities:

In - depth conversations with clients, uncovering there financial goals, risk tolerance and time horizon for investment
Develop financial plan suitable for client needs, execute the plan once client agrees with the plan
Relationship management by actively reaching out to my clients discussing any changes to portfolio or client needs, quarterly rebalancing.

Fixed income Specialist

Responsibilities:

Execute Fixed income orders utilizing various electronic software applications
Educating client about the risk and rewords they facing in investing with different fixed income products.
Analyze and monitor market conditions using the Bloomberg System
Demonstrate strong communication, analytical, multi-tasking, self-motivating, and extremely organized skills in a fast-paced high volume environment.
My strongest strengths include: being able to listen and connect with the client’s concerns and issues and having the ability to resolve problems in a timely and efficient manner.
Provide best execution for our clients on a variety of fixed income products.
Communicate and interact with various market makers to ensure best execution and proper trade handling.

Brokerage Services

Responsibilities:

Responded to incoming calls with high quality and efficiency
Assisted clients placing equity, mutual funds, exchange - traded funds trades, help clients with assets transfer process including; DTC, ACAT, and non-ACAT systems.
Carried In-depth enhance guidance conversation with clients.

Confidential

Scottsdale, AZ

Shareholder Services

Responsibilities:

Developed Extensive knowledge of Confidential, products and services
Oversee personal attention with clients, and quickly and efficiently respond to any customer issues or concerns, by using multiple sources for historical data
Enhanced customer service experience with consultative in-depth discussions.
Developed a great understanding of the financial markets, legal and regulatory issues.

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Personal Advisor Resume

Scottsdale, AZ

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