Wealth Manager Resume Sample
Ari Schroeder
9161 Litzy Squares,
Chicago,
IL
+1 (555) 912 4529
Work Experience
Wealth Manager
01/2016
-
PRESENT
Detroit, MI
- Monitors competitors’ activities within the territory
- FINRA designated Supervisor for Advisors in supported region
- Ensure day-to-day Operational, Compliance and Supervisory aspects of the business are functioning
- Oversee and manage outstanding licensing requirements in supported region
- Ensure effective execution of e-mail reviews and Monthly Account Reviews
- Follow-up on any concerns that arise from pre-hire compliance checks
- Manage all trade corrections
- Build a short and long term category strategy that aligns to overall Lines of Business’ strategy with input from key stakeholders (Line of Business, Compliance, Risk, Sourcing, Vendor Management)
- Meet financial and business targets outlined in Wealth Management and Client Relations Center (CRC) Scorecard
Senior Wealth Manager
06/2013
-
10/2015
Phoenix, AZ
- Supervise advisor team in Wealth Management Director’s absence. Provides sales coaching for WMAs of partner Director team
- Identify unit and wealth management inefficiencies and implement strategic and tactical solutions. (i.e. piloting and/or management of various role types within a Center of Excellence.)
- Implements policies and procedures for the functions managed and, participate with other areas in developing and establishing company-wide or area-specific policies and processes (ie. Operations, Brokerage, CAG, Participant Services)
- Works on cross-functional project teams and builds relationships within TIAA (e.g. Brokerage, Operations, Participant Services, FCG)
- Responsible for assisting aligned Wealth Management Director with the oversight and management of a group of Wealth Management Advisors. This includes: compliance, monitoring Advisor performance/metric against scorecard reporting the principal review of the Advisors' recommendations tracking of training and licensing requirements and adoption of the Consultative Selling Process
- Acting as the lead relationship professional with our family business owners, and highly affluent individuals and their trusts, building strong relationships with the area’s top trust and estate planning attorneys, and investment advisors
- Provide one-on-one personal financial counseling to Deloitte’s Partners, Principals, and Managing Directors (PPDs)
- Review beneficiary designations, estate documents, and asset ownership to ensure consistency with our PPD’s goals for survivor financial security and wealth transfer
Manager Wealth Management
07/2007
-
01/2013
San Francisco, CA
- Proven track record in investment advisory, experience in portfolio management, brokerage or institutional sales useful
- Good experience in buy side financial markets
- Extensive knowledge of wealth management business for onshore and offshore, and the regulatory environment
- Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
- Strong negotiation, complex problem resolution, communication and presentation skills
- Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset managers
- Providing SME input to client analysis and solutions definition specifically in the regulatory change arena
- Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with Client Service Standards
Education
Washington State University Vancouver
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Review and recommend for approval WEALTH MANAGEMENT Registrations strategic initiatives/priorities and resourcing requirements (capital, people) to support operational improvements and the achievement of business strategy and goals
- Excellent time management skills, and the ability to work to deadlines while maintaining high standards
- Strong analytical skills and the ability to summarize information into thoughtful briefs
- Previous experience of dealing with high net worth clients, and providing complex financial advice
- Experienced in advising clients on investment products like discretionary portfolios as well as lending
- Monitor progress against strategic initiatives/priorities and provide guidance and coaching to the team in order to re-align or re-focus efforts
- Experience of building a book of clients in excess of £100 million Assets Under Management
How to write Wealth Manager Resume
Wealth Manager role is responsible for interpersonal, relationship, standards, training, building, negotiation, digital, finance, credit, securities.
To write great resume for wealth manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Wealth Manager Resume
The section contact information is important in your wealth manager 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 Wealth Manager Resume
The section work experience is an essential part of your wealth manager 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 wealth manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular wealth manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Wealth Manager resume experience can include:
- Demonstrating excellent market exposure and multi-disciplined private banking expertise and excellent business development/cold calling skills
- Strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
- Excellent time management skills and the ability to work to deadlines while maintaining high standards
- Strong investment skills and expertise in detailed client profiling
- Excellent time management skills, with the ability to work to deadlines while maintaining high standards
- To deliver high quality, personal advice, using your strong negotiation skills
Education on a Wealth Manager Resume
Make sure to make education a priority on your wealth manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your wealth manager 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 Wealth Manager Resume
When listing skills on your wealth manager 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 wealth manager skills:
- Maintain a network of strategic relationships (e.g. key stakeholders, service providers, business leaders, key customers, etc.) in order to understand the environment as well as current and emerging issues
- Demonstrated ability to think strategically, excellent problem-solving skills and the ability to make recommendations in a timely manner
- Strong leadership skills, ability to interact with all levels in an effective manner
- Strategic planning, people management and communication skills
- Proven ability to demonstrate confidence and competency to instill piece of mind for Business Stakeholders
- Proven experience in controlling and monitoring risk within a client book
List of Typical Experience For a Wealth Manager Resume
1
Experience For Senior Wealth Manager Resume
- Prioritize work effectively against tight transactional timelines
- Solid experience in controlling and monitoring of risk within a client book
- Excellent market experience and an ability to keep up-to-date with the financial markets
- Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
- Four or more years of applicable experience in individual income tax planning and compliance
- Work experience of 5-7+ years in the financial services industry
- Working on your own volition to achieve personal objectives and assist in achieving team targets for new clients/ assets/ revenues
2
Experience For Wealth Management Senior Manager Resume
- Maintaining the highest levels of client service and delivery
- Influencing colleagues and contacts, in order to secure positive outcomes for clients and for the business
- Having an entrepreneurial spirit but also have a collegiate approach
- Being RDR level four (min)/ six (desired) compliant (qualified to give financial advice)
- Contributing to formulation of a proposal in conjunction with Investment specialist
- Presenting the investment proposal to the client
3
Experience For Manager Wealth Management Resume
- Understanding of Private Bank Controls particularly for high risk areas such as money transfers, hold mail, credit and other transactional services
- Provide one-on-one personal financial counseling to Deloitte’s Partners, Principals, and Managing Directors (PPMDs)
- Ensures documentation for client is requested, received and updated timely including assisting with any specific bank led/regulatory driven exercises etc
- Provide team members with timely and candid performance feedback supporting the firm's performance management process
- Expand services to existing clients
- Works with the assigned team of Advisors to review planning and advice for complex case
4
Experience For Senior Manager, Wealth Management Resume
- An interest and a high-aptitude and understanding of the digital landscape
- Acts as primary contact with external clients on day to day account administration and servicing
- Provides proactive and personalized Client Servicing to handle and manage customer transactional queries, account maintenance, questions and or issues
- Competent in working independently to resolve client inquiries and problems
- Manage engagements/assignments in a consistently profitable manner
5
Experience For Senior Manager, Wealth Segment Segmentation Resume
- Review client engagement/assignment documentation, returns and work papers for accuracy
- Supervision of client engagement/assignment procedures
- Development of team members - serve as mentor, advisor, team leader, and/or Career Advocate (CA)
- Plan and complete assignments in a timely manner
- Recognize, research, document and satisfactorily resolve technical issues
- Generate new business and retain current business
- Research technical issues and document results
6
Experience For Wealth & Asset Management Manager Resume
- Supervise, coach, and develop individuals and/or large groups
- Review beneficiary designations, estate documents, and asset ownership to ensure consistency with our PPMD’s goals for survivor financial security and wealth transfer
- Provide one-on-one personal financial counseling to Deloitte’s Partners, Principals, and Managing Directors (PPMDs). Work directly with our senior PPMDs
- Designs and implements policies and procedures for the group - .CRC, Wealth Management Outreach Consultant, Regional Manager, and/or Wealth Management Investment Specialists and participates in developing and establishing company-wide policies and processes across TIAA departments
- Acting as the main point of contact for a portfolio of clients, dealing with day to day administration across the range of services and products within Wealth Management
- Experience preparing client letters and similar advisory documentation for a Wealth Manager
- To successfully manage relationships with your own portfolio of customers
- To engage with some of the best digital technologies, products and solutions in Wealth Management
- To keep up with the latest market insight and to be able to share knowledge with your customers
7
Experience For PIC Wealth Manager Resume
- Utilize Customer Relationship Manager (CRM) for organizing client information and documentation, maintaining and tracking tasks and workflows, and monitoring metrics
- Help team members develop deeper client relationships by implementing our best investment thinking
- In conjunction with team leaders and National Director of Portfolio Management, bring best investment thinking, investment solutions and strategies forward to Canada and IWM teams
- Coordinate and work with relevant teams in the US on key inputs for portfolios, e.g. capital market assumptions, portfolio neutrals, etc
- Participant in the Canadian Investment Committee and Account Review Group,
- Performs transaction processing which includes execution of cash products, assisting client on cash flow management, inquiries, investigation handling and account monitoring
- Assists Bankers in preparation for client meetings and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening
- Involve and champion Transformation initiatives such as Digital Private Banking, strategic work flow processes etc
8
Experience For Senior Manager, Wealth Naccc Resume
- Review and provide feedbacks or suggestions in Wealth Management procedures especially where it relates to Client Service processes
- Good working knowledge of all Private Banking products and relevant operational processes such as corporate action, wire transfers and securities settlements etc
- Good interpersonal and execution skills to service and maintain clients relationships
- Good oral and written communication skills with importance in English and Mandarin
- Work effectively in a team based environment and build strong partnership across various functions within PB e.g Credit, Operations, Account opening teams etc
- Identify investment opportunity within the allocated client portfolio
- Take full responsibility for an annual client investment review
- Expert knowledge of people change management principles and practices
9
Experience For Manager Taxation Wealth Management Resume
- Strong project delivery skills with experience in organizing, prioritizing, planning, and executing workstreams for high-risk, high-visibility, large-scale projects
- Excellent relationship management skills while influencing partners in Communications, Training and other change stakeholders in the formulation of strategies, plans and activities to support project implementation
- Maintain an understanding of Coutts' views of markets and asset classes, making sure they are reflected in your advice
- Manage the JIRA board, working with Technology and the UAT team ensuring progress are made and issues esclatated to managments
- Keep up to date with changes in the financial and local market places
- Acquire new clients within our target market place and build meaningful long term wealth management relationships with your portfolio of clients, and key stakeholders both inside and outside the Bank to meet their wider and deeper needs
- Keep up to date with changes in the financial and local market places, specifically those that relate to the needs of UHNW clients, and maintain an understanding of Coutts' views of markets and asset classes, making sure they are reflected in your advice
10
Experience For Supervisory Manager Chase Wealth Management Houston Resume
- Execute pre-user acceptance criteria and coordinate UAT with Business Testers and UAT testers. Interpret, assess, and communicate results to enable signoff on deliverables and facilitate senior management’s evaluation of project status as measured against impact, deliverables, and goals
- Proactively build meaningful, long term wealth management relationships with your portfolio of clients and with key stakeholders
- Keep up to date with changes in the financial and local market places, and maintain an understanding of NatWest's views of markets and asset classes, making sure they are reflected in your advice
- Keep up to date with changes in the financial and local market places, and maintain an understanding of Coutts' views of markets and asset classes, making sure they are reflected in your advice
- Demonstrate a fundamental commitment to Coutts’ business principles through demonstrating excellent client service, superb professionalism and robust risk management
- A strong record of delivery in a regulated environment
- Builds and executes the client centre sales strategy in alignment with the national strategy for BMO Harris Financial Advisors to drive the required business results, focusing on identifying critical activities internally and externally
List of Typical Skills For a Wealth Manager Resume
1
Skills For Senior Wealth Manager Resume
- Demonstrated experience and success in a coaching environment
- Prior experience managing large and complex family relationships
- Being effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
- Customer consolidation of assets held with other financial institution delivering targeted AUM
- Experience of managing teams in a change environment
- Previous experience of dealing with high net worth clients
- Knowledge and experience of providing complex and financial advice
- Demonstrate a fundamental commitment to Coutts’ business principles through outstanding client service, professionalism and risk management
- Experience of providing advised solutions to private clients in a regulated role
2
Skills For Wealth Management Senior Manager Resume
- Ensure adherence to defined policies and procedures that leads to strong operational and quality control
- Leading and coordinating the continual review and monitoring of a client’s financial plan and wealth strategies stemming from the plan
- Contributing to the annual profit planning exercise and maintaining responsibility for the Centre’s budget management throughout the year
- Arranging investment and pension reviews, engaging specialists where appropriate, and ensuring that the various policies and regulations are adhered to
- Informing Wealth Managers of interactions with clients and sharing any insights gained through client servicing
3
Skills For Manager Wealth Management Resume
- Analyzing emerging regulatory developments
- Addressing any HR needs related to staffing, performance management and salary administration
- Supporting the client’s Financial Plan and wealth strategy and participating in the client’s annual Financial Plan review process
- Becoming a ‘go to’ person within the team and key contact for banking products, credit advice and client queries
- Understanding of finance tax mitigation
- Maintaining an up-to-date knowledge of the financial markets and macroeconomic news
4
Skills For Senior Manager, Wealth Management Resume
- Maintain ongoing client relations through preparing and presenting financial planning and investment reports, investment policy, and contract information
- Operate within the organization’s overall operating and risk management framework, to establish an organizational structure, procedures and standards of execution that ensure ongoing value and mitigate business risk
- Providing coaching and guidance to the Tax Officers, Associate Tax Officers and Tax Administrators around their performance and helping them overcome challenges
- Managing to new business targets and tracking results
- Expert knowledge of financial planning concepts including a broad knowledge of all TIAA products and services
- Knowledge of financial planning concepts including a broad knowledge of all TIAA products and services
- Develop, implement, review and revise a 1 to 3 year strategic plan including: vision, mission, values, strategic positioning, operational and resource plans
- Xperience of managing and mentoring teams
5
Skills For Senior Manager, Wealth Segment Segmentation Resume
- · Adaptability and flexibility in a fast paced, changing environment
- First class regulatory compliance and risk management history in managing client portfolios
- A deep understanding of finance tax mitigation
- Share-of-wallet targets for various customer segment cohorts as established in the Mass-Affluent business case
- Knowledge of TD Wealth Management business lines
- Work well within aggressive deadlines
- Well developed organizational and business awareness
- Understand law and regulation as it applies to the financial services sector
- Based on an intimate understanding of their clients’ situation, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships
6
Skills For Wealth & Asset Management Manager Resume
- Utilizing established Life Discovery processes to develop an in-depth understanding of client’s needs to support the CRIA teams’ recommended strategy and investment solutions based on the client’s needs, risk tolerance and short/medium and long term objectives
- Executes upon Life Discovery processes to understand client life goals and to deliver a continual and suitable total wealth offering for the client’s full wealth lifecycle
- Minimizing the Bank’s overall exposure to risk
- Ensuring the suitability of total wealth strategy in alignment with clients’ financial goals, objectives and risk levels
- Deep wealth management know-how and depth of experience required as it relates to understanding economic and market data in order to describe the firm’s wealth solutions strategy to partners and clients
- Providing life-based wealth solutions, focusing on enabling client goals through a richer and ongoing client discovery process that is continuously being integrated into the client’s life plan
- Some project management experience and skills
- Interpersonal skills to build and maintain strong client and introducer relationships
7
Skills For PIC Wealth Manager Resume
- Experience managing projects, initiatives, communications and / or marketing
- Experience in either Wealth, Branch Banking, or Phone Channel would be considered an asset
- Strong people leader with an ability to build relationships as well as impact & influence others
- Experience with a Wealth Manager would be beneficial
- Equivalent experience in the investment management industry
- Comfortable in operating in a dynamic, fast-paced, and sometimes ambiguous environment, while willing to voice an opinion and take a stand on critical issues
- Partner across lines of business and within a cross-functional working team
- Strong analytical and communication skills, with the ability to communicate clearly and concisely (written and verbally) to a broad audience, at a number of levels across the organization
8
Skills For Senior Manager, Wealth Naccc Resume
- Manage the overall client relationship by assuming a lead role in client communications, monitoring the portfolio, and implementing investment changes as appropriate
- Utilize Customer Relation Manager (CRM) for organizing client information and documentation, maintaining and tracking tasks and workflows, and monitoring metrics
- Solicit and lead business development meetings within the organization and actively participate in community events and organizations to promote awareness of SVA and related entities
- Maintain professional affiliations and enhance professional growth and development to keep current in the latest trends in financial planning and investment management
- Skill in exercising judgment and discretion in developing, applying, interpreting and coordinating departmental policies and procedures
- Interrelate with various departments within SVA in efforts to promote financial consulting services and provide financial education programs
- Provide leadership, direction, and mentoring to associates on all aspects of SVA Plumb Wealth Management activities to ensure accomplishment of its objectives and profitability
- Knowledge of the principles and practices of financial planning and investments sufficient to manage, direct and coordinate all aspects involved with comprehensive financial planning, investment advisory and portfolio management services
- Strong oral/presentation and written communication skills
9
Skills For Manager Taxation Wealth Management Resume
- Strong understanding and familiarity with investments
- Analyze situations accurately and taking effective action
- Management experience with the ability to create an atmosphere which encourages motivation, innovation, and high performance
- SME knowledge of the UK wealth management regulatory environment including: MiFID2, RDR and capital requirements
- · Series 7, 24, 63, 65 (or 66) and insurance licenses in all states (or the ability to obtain within 60 days). Designation such as CFP, CLU, CHFC desirable
10
Skills For Supervisory Manager Chase Wealth Management Houston Resume
- · Experience in sales/operations management including process improvement (e.g. SIX Sigma / LEAN) experience with strong compliance knowledge and supervisory skills including effective decision-making, time management and communication (verbal, written, interpersonal)
- TIAA-CREF is an Equal Employment and Affirmative Action Employer, committed to diversity and inclusion in its workforce. Visit our Careers site to learn more about how we are making a difference
- Series 7, 24, 63, 65 (or 66) and insurance licenses in all states (or the ability to obtain within 60 days). Designation such as CFP, CLU, CHFC desirable
- Proven track record of success acting as the lead/primary relationship manager for a book high net worth and affluent clients. This experience entails demonstrated advisory, client management and proven sales experience providing complex financial planning services
- TIAA is an Equal Employment and Affirmative Action Employer, committed to diversity and inclusion in its workforce. Visit our Careers site to learn more about how we are making a difference
- First class communication skills , and exceptional organisation
- Demonstrated ability to deliver prudent advice and instill clients’, prospects’, and professionals’ trust and confidence
- Proficient in JIRA, Microsoft products-Word, Excel, Project, PowerPoint and Visio
- Portfolio management/wealth advisor experience advising high net worth clients and their families with investment, trust and estate, insurance, tax and banking needs
List of Typical Responsibilities For a Wealth Manager Resume
1
Responsibilities For Senior Wealth Manager Resume
- Ensuring all databases are maintained, taking responsibility for your own diary management, client documentation and administration
- Lead non-client facing delivery channel development and execution to develop a lower cost delivery model to improve BHFA’s productivity and drive sales
- Leads initiatives and/or act as a subject matter expert on project teams for various BMO Wealth Management projects or programs, ensuring focus on the client and the sales force
- Builds a collaborative working relationship with key partners to gather input in order to develop core strategy and lead then implementation of strategic plan and tactical initiatives for BHFA Client Centre
- Develop and foster relationships with industry peers and vendors to assess competitive environment and identify required product strategies to ensure product and service acceptability and competitiveness
- Set appropriate context and direction for direct reports on the strategic vision of BMO Wealth groups and the tactics employed to meet and exceed the ongoing business objectives
- Negotiate with external product vendors as required to develop the right infrastructure to deliver the desired client experience at BMO Harris Financial Advisors
2
Responsibilities For Wealth Management Senior Manager Resume
- Demonstrate knowledge of commercial issues facing the WAM business in the industry and address client needs by bringing in relevant expertise to client discussions, converting opportunities into engagement
- Lead and manage client engagement teams (typically in a group of 3 – 5 team members) in providing service excellence by identifying key client business issues, determining client needs by using best in class assessment techniques, tools and approaches, evaluating and validating analysis and developing recommendations for the client
- Responsible for the implementation and overseeing of large complex client engagements including the delivery of quality deliverables, managing and communicating effectively with the engagement team and client’s team to ensure exceptional performance
- Responsible in the development and presentation of proposals and drive stakeholder’s workshops for business development activities
- Over 6 years’ experience in wealth and asset management industry and have worked with clients including asset managers, wealth managers, fund managers, administrators, financial advisors, investment managers, banks, insurance companies, mutual fund house and hedge fund house etc
3
Responsibilities For Manager Wealth Management Resume
- Previous experience in a similar Wealth Management house
- To be PCIAM qualified or have CISI RDR Level 6
- To be qualified to MBA level
- Knowledge of the UK Investment Visa market
- Eight or more years of financial planning experience, preferably with experience in the preparation and delivery of financial planning analyses for affluent or high net worth individuals
- Has or is working towards an accounting designation (CA, CGA, CMA)
4
Responsibilities For Senior Manager, Wealth Management Resume
- Ront, middle and back office solutions
- Demonstrated experience understanding a client’s unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership
- Interpersonal skills and client face-to-face relationship building skills
- Responsible for assisting aligned Wealth Management Director with the oversight and management of a group of Wealth Management Advisors. This includes: compliance, monitoring Advisor performance/metric against scorecard; reporting; the principal review of the Advisors’ recommendations; tracking of training and licensing requirements; and adoption of the Consultative Selling Process
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