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The sample below is for a Financial Planning Wealth Management CV Resume Sample. This resume CV was written by a ResumeMyCareer professional CV resume writer, and demonstrates how a CV resume for an Executive Management CV Resume Sample should properly be created. Our Certified Professional CV Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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Financial Planning / Wealth Management

Dynamic, articulate and high energy Financial Services Professional with a demonstrated track record of leading critical client relations, sales management and market penetration strategies. Eager to contribute tenacious persistence and advanced closing skills toward optimizing the goals of a world-class organization. Bold, analytical thinker with the ability to communicate value adds and ROI strategies to high level decision makers to influence critical financial decisions.


Certifications: Series 7, Series 63 and Life Insurance License – Pending CFP

 International Business Expertise
 Cultivate Meaningful Relationships
 Project Management and Coordination
 Network Development/Market Penetration
 High Level Client Relations
 Build Strong Referral Partnerships
 Marketing Program Development
 Poised, Polished and Self-Confident
 Build Internal/External Alliances
 Identify Key Decision Makers

 Seasoned business professional with a solid of network of contacts and relationships with high level clients.
 Articulate and decisive progression with a track record of successfully navigating a highly competitive financial market and the ability to drive change and growth in the face of economic challenges.
 Develop and enjoy a broad spanning network of influential, high net-worth clients; establish strong business relationships, referral partners and leads through tenacious market development initiatives.
 Cultural diversity awareness and the ability to evaluate and manage cultural needs in a business environment.
 Influential and experienced style with the ability to gain the trust, cooperation and buy-in of decision makers at all levels.


 Profile existing customers to customize personal accounts and ensure they are taking advantage of all available financial products.
 Formulated quality and quantitative control measures to evaluate stock, cash and general operating logistics and monitored market trends and competition by reporting price changes and distribution patterns.
 Coordinate on-site training workshops through the Chase-at-Work program to provide financial education to employees, allowing identification of financial objectives.
 Strategic utilization of contact manager effectively in identifying investments, mortgages, lines of credit, loans and insurance opportunities.
Create burgeoning relationships with existing customers, resulting in higher levels of customer retention.
 Collaborate with other banking divisions – small business specialist, the mortgage specialist, the loans specialist and the financial adviser, resulting in extensive knowledge of all available products for potential clients.

Client Service
 Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging
 Potential clients in a wide-ranging exploration of client’s level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.
 Collaborated with clients to be “the voice” for potential clients; identified and understood their needs, goals, and ultimately find suitable financial solutions.
 Delivered outstanding service, focused on specific client requirements and regularly exercised discretion and business judgment, and quickly researched and resolved customer problems related to newly-opened accounts.
 Served as international liaison for the agency’s 20-30 agents worldwide, particularly in West Africa.
 Continuously developed methods to provide high quality services to retain and attract customers and assisted clients in efficient money transfer transactions.
 Responded to sales opportunities with creative and innovative approaches, overcoming competing restrictions and performed exclusively by phone with competitor field sales forces.
 As Sales Executive, interacted daily with high volume of clients on various account-related matters and sourced and qualified new clients, ensuring customer satisfaction through consistent follow-up initiatives.
 Introduced sales of upscale modern furniture pieces to augment classic antique pieces, thereby dramatically increasing store’s profit margin.
 Recruited new agents in different boroughs to promote corporate growth and expand client base.
 Trained agents in effective customer service techniques and technical procedures.
 Spearheaded the preparation of international agency’s accounts and invoicing/billing and contributed strategic innovative concepts to creative department by consolidating new accounts and dramatically increasing growth
 Engaged in research work aimed at stimulating demand and developing programs to sustain growth.


JPMorganChase–New York, NY – Personal Banker 2006 – Present
S. W. Bach and Co – New York, NY – Private Client Services Representative 2004 – 2006
Homeland International – Brooklyn, NY – Client/Field Executive 2002 – 2004
Quick Payment Systems – Brooklyn, NY – Sales Executive 2001 – 2002
South Portland Antiques – Brooklyn, NY – Sales Manager 2000 – 2001
Vigeo Advertising – London, England – Client Service Executive 1999 – 2000
Entertainment U.K. – London, England – Sales Research Analyst 1998 – 1999


Coventry University, Coventry, England 1997
B.Sc., Economics summa cum laude

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