Investment advisor CV sample - CV formats / templates

An effective CV of an investment advisor should highlight following qualities:

1. Qualification
2. Good knowledge of various investment instruments
3. Good knowledge of various factors on investment market
4. Careful listening

Refer to following Sample CVs :

Sample Advisor CV
Sample CV format - sample curriculum vitae
CV templates - Curriculum Vitae Template
Sample CV for freshers
Sample CV for experienced
Professional CV samples
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  • RE: Investment advisor CV sample - CV formats / templates -Prateek Bajpai (09/07/12)
  • Investment advisor CV sample

    Hasan Khan
    Contact No. +918568******
    Email ID- ****

    Executive Summary

    -A persuasive, customer oriented and highly accomplished and result driven executive with 2 years of successful new business development and competitive market share expansion.
    -Experienced in financial planning, investments and management.
    -Experienced in assessing client needs and make effective product recommendation.
    -Familiar with trust and estate accounts and knowledgeable in legal paperwork and industry regulation.
    -Skilled in promoting new policies and procedures.
    -Ability to work in group as well as individually.

    Personality Traits

    -Good knowledge of various investment instruments.
    -Good knowledge of various factors on investment market
    -Excellent communication skills in verbal and written both.
    -Strong research and leadership skills.
    -Effective time management, planning and organizational skills.

    Computer knowledge

    -Well versed in basic use of computer
    -Internet savvy

    Key Responsibilities handled

    -Arrange and manage portfolios of investors.
    -Recommends and performs stock purchases and sales.
    -Verify accounts arrangements and all paperwork meet regulatory standards.
    -Recommends investment products when appropriate to individual client.
    -Determines suitability and risk in regards to current investment products.
    -Negotiates with the vendors and catering clients.
    -Maintains the report of customer satisfaction.
    -Provides training to the new employees.


    -Balanced an dynamic work environment working with an average of 80 cases a day.
    -Receive "Service Excellence Award" for instrumental role in investment plans.
    -Developed a client network from scratch totaling more than a hundred.


    -Working as Investment Advisor in GHJ Pvt. Ltd. from Jan 2010- Present.


    -MBA in Finance.

    Personal Details

    -Language Known- Hindi, English, Punjabi, Urdu, French
    -Date of Birth- DD/MM/YYYY
    -Address- TYEIEIDD