Global Wealth Management Resume Sample
Winfield Borer
90854 Murray Trace,
Dallas,
TX
+1 (555) 936 1326
Work Experience
Global Wealth Management Head
03/2017
-
PRESENT
Phoenix, AZ
- Work as part of the Manager Selection team, with focus on asset managers that invest in fixed income, currency and macro trends that are current being used or considered for use by the Private Bank
- Coordinate manager searches with asset class leaders or bankers as appropriate
- Perform continuous audit coverage and relationship management within Global Wealth Management (including brokerage, investment management, investment products, banking and credit, trustee services and specialty wealth advisory services)
- Establish strong work relationships with Global Wealth Management business management and other control groups (risk management, compliance, legal, etc.)
- Work closely with other regional/global business and information technology audit colleagues within the Asset Management team in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
- Ensure audits are completed timely and within specified timeframe and budgets
- Drive and contribute to new business development
- Execute a rigorous and disciplined sales management process
Global Wealth Management
11/2013
-
02/2017
San Francisco, CA
- Drive consistent delivery of investment value proposition by investors across the team
- Build and grow a productive Investor Team
- Design and implement a global and strategic plan for continued growth of EFG across markets
- Play a lead role in investment dialogue with clients
- Strategic and tactical investment views
- Knowledge of JPMorgan's investment products and services
- Partnering with Advisors to generate new profitable business from prospects while maintaining and growing the existing portfolio of clients by developing and executing strategic sales planning activities and taking the lead in presenting the firm’s Cash Management solutions to clients and prospects
- Analyze issues and trends within program areas as they relate to the various foundations’ interests. Conduct and coordinate research, as necessary
- Provide support for other Program Officers, and on occasion, members of the Bank’s philanthropic advisory department (separate from PFS)
Am-global Wealth Management
06/2007
-
05/2013
Phoenix, AZ
- Represent and coordinate communications globally with all stakeholders.
- Understand the firm’s business objectives and develop an event strategy that supports the local market’s business goals
- Interact with internal partners (Bankers, Investors, Capital Advisors) and private clients to deliver the best fully secured credit product solution with a sound credit structure
- Ensure all new credit requests and annual reviews are completed in a timely fashion
- Work well in an integrated team alongside a range of personality types
- Understand the business objectives and develop an event strategy that supports the South Region’s business goals
- Embed the importance of clients’ relations in all aspects of events, ensure a “distinctively J.P. Morgan” experience for clients
- Analyze and credible challenge business unit’s documented fiduciary risk and operational risk processes and procedures
Education
University of Connecticut School of Business
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Strong relationship management and team building skills; views team concept as critical to mode
- Experience fund accounting experience with Private Equity and/or Hedge Funds or similar alternative vehicles required
- Significant experience in Private Banking working with Ultra High Net Worth, NRI individuals and families or related fields within financial services
- Deep experience with early stage investing and a passion for growth companies
- Work closely with the DE SMs on the general coordination of supervisory team priorities
- Work closely with the DE SMs on the general coordination of supervisory team priorities and special projects
- Providing education and marketing materials (including pitch books) for sales force and clients on various FX & Commodities topics
How to write Global Wealth Management Resume
Global Wealth Management role is responsible for credit, finance, securities, recruiting, purchasing, trading, reporting, design, research, events.
To write great resume for global wealth management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Global Wealth Management Resume
The section contact information is important in your global wealth management resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Global Wealth Management Resume
The section work experience is an essential part of your global wealth management resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous global wealth management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular global wealth management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Global Wealth Management resume experience can include:
- Maintain budgets and event calendar accordingly, strong emphasis on data management and data analysis (i.e. maintain lists and populate tracking reports following events
- New Portfolio and Business Initiatives for Alternatives & Funds - Develop new portfolios, product launches, and business models through the full lifecycle (idea generation, business case development, defining roles and responsibilities, creation of new operating models, execution and implementation)
- Process Enhancement for Alternatives & Funds – Enhance the overall business and operating model; Recommend and execute change; Build out the regulatory & governance framework; Identify risks / gaps related to the end-to-end transaction process of the portfolios as well as create enhancements / processes to mitigate risks
- Tactical and Strategic Technology Initiatives – Assist with the development of new programs, tools, products, and services to make the funds management platform more efficient and robust
- Strong research, written, and communication skills
- Strong presentational skill, verbal and written
Education on a Global Wealth Management Resume
Make sure to make education a priority on your global wealth management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your global wealth management experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Global Wealth Management Resume
When listing skills on your global wealth management resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical global wealth management skills:
- Extensive of experience in strategic consulting, management consulting, project management, process improvement
- Make sure candidates and hiring managers get a seamless recruiting experience
- Private markets experience focused on early stage investing
- Good working knowledge of options and structured products
- Solid grasp of the mathematical principles underlying the models used to develop portfolios
- Extensive experience in business facing environment or Human Resources role, either in-house or via an outsourced provider
List of Typical Experience For a Global Wealth Management Resume
1
Experience For Global Wealth Management Head Resume
- Partner with HR and internal clients to validate headcount and hires on a daily/weekly basis
- Provide planning and forecasting reporting including walk forwards and variance explanations
- Manage, enhance and update headcount/expense planning and forecasting model
- Review expense submissions and requests to ensure policies are being followed
- Primary support and contact for headcount/expense management
- Perform ad hoc requests from key business partners and central P&A team
- Deliver clear and concise communications and work products to business partners across GWM
- Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval. Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
List of Typical Skills For a Global Wealth Management Resume
1
Skills For Global Wealth Management Head Resume
- High attention to detail and solid analytical skills, especially with Excel, PowerPoint and Word documents
- Strong risk and control mind set demonstrated through awareness of HR’s role in governance and control
- At least ten years of prior industry experience is required
- Experience with in portfolio management and/or research analysis (credit or equity)
- Strong judgment and well reasoned perspectives on market cycles and risk
- Practical, hands-on investment experience
2
Skills For VP Global Wealth Management, GRB Resume
- Reporting and data collection/collation
- Source and leading fund manager searches, due diligence and monitoring of new and existing private fund investments
- Preparation of summary reports, tracking and monitoring regional and global summaries
- Monitors the compliance with the Technology Control Policies focusing on IT infrastructure and works on helping to create and monitor remedial plans
- Summaries results of the risk assessment and create actions plans to remediate risk or document compensating controls to mitigate risk
- Identify new strategies and themes to pursue and contribute to thought leadership on trends that impact growth/ VC investing
- Design and drive Wealth Management Greater China Recruiting strategy
3
Skills For Asset Management, Global Wealth Management Resume
- Build relationships with hiring managers and various Human Resources stakeholders
- Complaint tracking for the Global Wealth Management US based businesses (PB and JPMS)
- Partner with local and remote teams in finance and other functions to ensure accurate and timely delivery of management reporting
- Assist in month end closing and revenue outlook process
- Work closely with practice leaders and business heads in the annual budgeting process
- Provide ad hoc business analysis for decision making by senior management and business heads
- Work on special projects as requested by the Delaware SM Team
- Prepare and review responses to request for information from auditors and regulators
4
Skills For Am-global Wealth Management Resume
- Engage with Technology and Business for review and completion for Supervisory CSAs and Regulatory Questionnaires
- Review IT Development initiatives and regulatory changes to ensure compliance with IT Control policy
- Understand regulatory requirements and relevant government regulations for APAC
- Assist in interpreting corporate control guidelines and policies, communicating these clearly alongside current status, and guide stakeholders to ensure compliance in a pragmatic fashion
- Specific knowledge or hands-on product experience in at least one area of investing: e.g. fixed income. Specific experience in fixed income fields within Investment Banking or Asset Management desired
- Adapt to a rapidly changing business including regulatory and technological environment
5
Skills For Global Wealth Management Latin Clt Lender Resume
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail
- Fluency in English is essential; knowledge of at least one major Indian language is desirable
- Highly motivated self -starter and team player with ability to multi-task and work well under pressure
- Experience in translating brand and value insights into meaningful sales and marketing communications (knowledge of the Investment Management business is ideal)
- Detailed knowledge of products and services provided within a Global Wealth Management business including investment management, trustee and specialty wealth advisory services, brokerage, banking and credit
- Knowledge of applicable laws and regulatory requirements banking (specifically OCC 12 CFR 9) and broker/dealer regulations
6
Skills For Global Wealth Management Performance Test Specialist Resume
- Convey markets knowledge and credibility in front of Senior Leadership and clients/prospects
- Self-disciplined & self-motivated with ability to multi-task and perform under pressure
- Specific knowledge of core financial markets and economic principals as well as a solid grasp of the mathematical principles underlying basic asset allocation and performance measurement
- Passion about human resources and know the level of service our people have
- Assist with the diligence of direct and co-investment opportunities for private bank clients
7
Skills For Asset Management Head of Global Wealth Management PAG Resume
- Manage and deliver end to end recruitment services
- Market map talents and proactively approach passive candidates to build up candidates pipeline
- Study current business processes to identify solutions to improve efficiency
- Closely held company due diligence collection necessary to complete annual asset review, market value estimates, related to a trust or estate’s ownership interest in a closely held company (50%)
- Analysis of purchase and sale transactions related to closely held assets including evaluation of closely held company repurchase offers and other third party offers in relation to the Asset Manager’s valuation analysis of the investment (20%)
8
Skills For Fiduciary Global Wealth Management Resume
- Organize, set agenda and prepare materials for the team management meetings, leadership events etc.
- Administration of Complaint Tracker Sharepoint site: key issue/themes identification; compile data and produce reports to Management
- Oversee monthly revenue reconciliation process performed by remote finance team
- Prepare presentations for regular business reviews with senior management and business heads
- Present financial performance in regular business meetings
- Global Investments: Identify and drive opportunities to grow the investments business and develop global product platforms that leverage Citi’s worldwide distribution capabilities while maximizing synergies and purchasing scale
- Collaborate with integrated team members to analyze client needs and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
9
Skills For Am Global Wealth Management Resume
- Asset Managers, including top global asset managers
- Global, Regional & Local Wealth, S&D, Segments
- Global, Regional & Local Investment Risk, Compliance, Digital and Operations
- Global, Regional & Local Finance and Decision Management
- Citi Private Bank, Traditional Investment Management Research and Due Diligence
- Graduation in December/2019 or later
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