Wealth Management Career Objective and Career Summary

Career Objective and Career Summary for Wealth Management


Career Objective:

To attain the post of “Wealth Manager” in your esteemed organisation, where I can utilize my expertise in the area of financial planning, generating higher revenue for the organisation.

Career Summary:

- B.B.M. and M.B.A. in financial management, with 4 year experience as Wealth Manager.
- In-depth knowledge of financial planning, investments, banking, credit solutions etc.
- Experience of determining risk-threshold, examine objectives and provide proper solutions.
- In-depth knowledge of Excel and wealth planning software, with excellent quantitative skills.
- Ability to prepare suggestions for wealth allocations.
- Experience of reviewing client portfolios to assess the strategies based on their objectives and risk factor.
- Sound knowledge of equities, different forms of investment vehicles, foreign exchanges and their derivatives.
- Awarded with “Dedicated Performer” for opening maximum new accounts within a month’s span, increasing the revenue by 20%.
- Ability to prepare presentations for the clients and identify opportunities and implement the plans as per the client requirement.
- Excellent communication skills with experience of promoting the complicated financial products and services to the end-users.
- Tendency to keep a track on the market trends and assess data to evaluate the investment opportunities.
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  • Wealth Management Career Objective and Career Summary -Teena Bhatia (06/13/14)
  • Career Objective:

    To secure a mid level position in finance industry where I can assist the clients pursue their wealth management goals.

    Career Summary:

    • 3 years work experience in the field of wealth management after MBA in Financial Management.
    • Proficient in financial planning, asset allocation, making investment strategies and understanding the market dynamics.
    • Complete knowledge of working on a wide range of investment vehicles, including equities, structured products, foreign exchanges, and derivatives.
    • Secured several new portfolios, and increased the company’s revenue by more than 15% in 2013.
    • Expertise in preparing the presentations and then conducting it in front of the key clients to bring in more business.
    • Expert in handling the portfolios of numerous individuals with net worth exceeding Rs 10, 00,000.

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