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The sample below is for a Trust Investment Officer 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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Trust/Investment Officer

Accomplished, articulate and savvy Trust and Investment Officer with experience driving profitable growth within the banking industry’s challenging and competitive market. A decisive, solutions-focused, and results-oriented leader—expert in Trust and Investments management, business operations, and needs assessments, successfully oversaw multimillion-dollar financial objectives. Progressive leadership experiences have created a passion for surpassing corporate objectives via combination of world class investment solutions and superlative operational initiatives. Seek a forward-thinking company that can utilize extensive expertise and strong negotiations and communications skills.

CORE STRENGTHS

 Personal Trusts
 Client Retention
 Reporting/Communications
 Portfolio Assistance
 Agency Accounts
 Database Administration

PROFESSIONAL EXPERIENCE
Vice President/Trust Officer/Trust Assistant – Cypress Trust Company 2003 – 2011
 Oversaw day-to-day operations and administration of personal trust relationships and agency accounts.
 Close collaboration with portfolio manager to successfully achieve client goals and account activity expectations.
 Provided clients with leading-edge investment solutions that met goal performance targets.
 Incorporated traditional and alternative asset classes, capital markets’ capabilities and continual innovation.
 Created and managed client investment portfolios by assessing client investment objectives and continually monitoring market conditions and risks.
 As Trust Assistant provided support to senior trust officers, assisted with new account setup and process of client requests, and assisted with all special projects.
 Managed client investment portfolios passively by reducing the number of transactions (buying and selling) in order to limit associated costs.
 Monitored investments and researched options that could appreciate over a long period of time
 Strategically monitored market activity to capitalize on market conditions and took advantage of lucrative investment opportunities.
 Developed client portfolios by continually buying currently profitable investments, and selling those that were risky and demonstrating the potential for loss.
Trust Assistant – Colonial Bank 2003
 Provided administrative trust assistance, maintained client base, completed monthly reports, and performed assistance with special projects.
 Opened and closed trust accounts, arranged transfer of trust assets, updated trust account records, paid bills, dividends, and interest, and performed clerical assistance in personal/corporate trust department.
 Communicated with holders of assets, trust customers, stock transfer companies, and other parties, and transmitted specified documents that arranged for transfer of securities and other trust assets to and from trust account.
Receptionist/Administrative Assistant – Harris Trust Bank of Montreal 1999 – 2003
 Assisted in all administrative functions that included phone support, receiving of clients, scheduling conference calls, actively maintaining client database, and creation of all monthly reports.
 Kept executive calendar current, scheduled conference calls, correspondence with all active clients, and administrative assistance for all executive level management.

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