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The sample below is for a Financial Services 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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Highly Energized and Results-Driven Financial Services Manager with global financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral business. Eager to contribute solid business development skills, operations improvement strategies and an in-depth understanding of interpreting financial markets toward supporting the bottom line business results of a progressive Financial Industry organization. Positioned to cultivate relationships with high net worth clients, drive market share, optimize retention, develop sound processes and procedures and secure customer loyalty. Goal-oriented with a genuine passion for investment strategy; persuasive and influential communicator with the ability to engage an audience and incite excitement for financial planning and wealth building.

Core Competencies
Interprets Stock Market Trends • Establish Client Trust/Loyalty • Recognize Wealth Transfer Opportunities
Networking/Lead Generation • Processes/Procedures • Communications • Retirement Plan Solutions
Optimize Portfolio Performance • Market Trends • Forecasting • Recommend Investment Solutions
Operations Improvement Strategies • Analysis & Planning • Bonds/Stocks/Mutual Funds/Options

AIG – American General, Monroe • GA 2007- Present
Associate Manager (2008- Present)
Investment Advisor Representative (2008 – 2009)
Insurance Advisor (2007-2008)
Drove business development, client relations and market penetration strategies to establish steady production rate, improve high retention rate and maintain management personal production goals. Identified and launched critical review of performance data (financial, sales and activity reports), manage up to 8 agents, mentor new agents, and serve as liaison between home office and agents. Actively recruit and train newly hired staff and conduct performance evaluations and planning (PEP) sessions. Performed focused consultation with clients on investment goals and requirements and partnered with Office of Supervisory Jurisdiction (OSJ). Developed innovative marketing strategies that significantly increased productivity and efficiency enhancements, interviews prospective clients to obtain data concerning financial resources and requirements.
Key Highlights:
• Grew persistency from 70% to 88% while maintaining a steady production growth, effectively boost staff morale resulting in higher retention rates.
• Qualified for company’s leadership club convention within the first year, exceed first year premium average, ranked Top 40 in the company for sales in accident and health insurance – 2008.
• Recognized with the National Award of Excellence from the National Association of Insurance and Financial Advisor (NAIFA).

Franklyn D. Resort, Jamaica • West Indies 2005
Bank Reconciliation Auditor/Accountant
Performed extensive audits and reconciled 4 bank accounts for 2 hotels with approximately more than 250 debit entries. Total for all accounts were more than JA $24MM (US $400K) payments on each account.

Research International UK, London • England 2004
Tele-marketing Research
Interviewed members of the public and business community to elicit their opinions on a number of subjects within the UK and abroad, also trained in the operational use of Quonset, an industry specific computer program for doing fieldwork.

Reed Managed Services, London • England 2004
Credit Controller/Collector
Collaborated with senior credit controller to manage large and ‘high profile’ clients (blue chip), ensured settlement of debts, resolved queries amicably, and liaised with superiors, internal departments and branch offices. Awarded top credit controller of the month, monthly sales ledger target of GB £1,500,000 (US $2,4MM), met target, collected average sales ledger target of GB £300,000 pounds (US $480K) per week.

Vincent Knight Consultancy, London • England 2002 – 2004
Market Research Assistant/Accounts Assistant
Expanded market reach by innovative research and development of new fast-casual restaurant concept for Northern CA. Collaborated with lawyers, CPAs, and interacted with chefs, along with several other industry professionals, to establish a consumer friendly, multi-unit restaurant concept. Effectively sold interest in company to internal investor.

(Details available upon request)

Chief Loans Officer/Financial Advisor – Trelawney Cooperative Credit Union, Jamaica, West Indies


BSc Business Administration with Sociology – Honors – 2003
University of the West Indies, Jamaica • West Indies

Association of Chartered Certified Accountant (ACCA) Level – 2004
Financial Training Company, London • England

Certificate (1Year) in Managerial Accounting –1999

Licensing / Certification Training:
Series 7, Series 66, Georgia Life, Accident and Sickness, Advocacy/Negotiating, Interviewer Quality Control Training Scheme, completed pre-management seminars requirements for general management.

Computer Skills:
Proficient in Microsoft Excel (data download), Access Database, Outlook, PowerPoint, Lotus Notes,
Sage Line 50, and Oracle.

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