Private Wealth Manager Resume Â Charlotte, NC - Hire IT People

SUMMARY

Build deep, consultative relationships with clients, assess their unique financial needs and provide them with customized solutions.
This role reflects a wide range of responsibility with a major emphasis placed on business development, financial sales and marketing, account relationship management, and financial planning.
Prepare and deliver financial review meetings for clients to discuss economic and market events of prior quarter, portfolio performance and potential changes to their allocation. These meetings are also used to discover new business opportunities and to source qualified referrals / prospective clients.
Prepare and deliver sales pitch materials, meeting presentations and proposal recommendations to prospective clients.

TECHNICAL PROFICIENCIES

PROFESSIONAL EMPLOYMENT

Confidential, Charlotte, NC

Private Wealth Manager

Responsibilities:

Build deep, consultative relationships with clients, assess their unique financial needs and provide them with customized solutions.
This role reflects a wide range of responsibility with a major emphasis placed on business development, financial sales and marketing, account relationship management, and financial planning.
Prepare and deliver financial review meetings for clients to discuss economic and market events of prior quarter, portfolio performance and potential changes to their allocation. These meetings are also used to discover new business opportunities and to source qualified referrals / prospective clients.
Prepare and deliver sales pitch materials, meeting presentations and proposal recommendations to prospective clients.

Confidential, Charlotte, NC

Financial Advisor

Responsibilities:

Engaged in both inside and outside sales duties.
Built book of business by making several hundred cold calls per day. Would schedule and meet with clients and prospective clients alike to manage relationships and promote new financial product solutions.
Designed direct and indirect financial sales marketing campaigns, which consisted of script writing, cold-calling, and developing print advertising materials.
Managed client relationships and expectations through regular communication and financial reviews. Served clients on both a local and national basis.
Developed and coached junior-level advisors.

Confidential, Charlotte, NC

Business Analyst

Responsibilities:

Was on a team that served as a financial and operational liaison between Finance/Accounting and other departments within the Healthcare GPO.
Assisted business unit managers with monthly budget analysis and forecast analysis.
Ran monthly financial reports, payment allocations, and month-end reconciliation.
Helped design and implement operational and procedural improvements within the business segment.
Performed ad-hoc projects and analysis at management’s request.

Confidential, Charlotte,

NC Contract In-Bound Call Center Rep

Responsibilities:

Serviced client inquiries regarding TIAA CREF investment accounts and 529 College Savings Plans.
Strong organizational skills were critical for adaptation in fast-paced environment.