Relationship Manager Resume

SUMMARY:

Seeking to transition to an institutional analyst role utilizing experience in wealth management, portfolio analysis, and curriculum in the CFA Program. I have passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

PROFESSIONAL EXPERIENCE:

Relationship Manager

Confidential

Responsibilities:

Support the development of investment analysis and wealth management strategies to clients for three books of business totaling over $4.0B, largest book in New York City
Recognized as top Relationship Manager for Q3 2017 in North region, Excellence in Action award
Assisted in the largest client asset consolidation to date exceeding $200MM with $70MM margin debit
Created book growth of roughly 44% through proactive outreach utilizing investment strategy and wealth management knowledge to educate clients on the value added through an advisory relationship
Presented materials to Financial Consultants on the application of Behavioral Finance to their guidance and proactive outreach strategies

Financial Representative

Confidential

Responsibilities:

Provide operational support to Financial Consultants to ensure streamlining of back office processes
Initiate leads and triage qualifying clients to appropriate representatives to provide investment strategy, wealth management, and retirement planning guidance

Financial Analyst

Confidential

Responsibilities:

Coordinated advertising sales negotiations between sales team and advertisers
Published industry advertising projections through sector analysis to develop revenue estimates for 2014

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