Jane Smith
123 Home St
Home City, ST 12345
123-456-7890 jane@email.com
OBJECTIVE:
Seeking to use my many years of experience in financial services in a position as a Financial Manager in a successful financial institution.
QUALIFICATION HIGHLIGHTS:
- Experience with investment banking and online trading in a world-class investment company
- Provide high level of customer service with individualized attention
- Provide expert advice to management that resulted in capital gains for the company and reduced loss of assets
- Manage daily aspects of corporate business including meeting preparations, travel booking, preparation of portfolios and presentations to new potential clients, and preparing meeting agendas
- Cultivated and maintained relationships with important figures in investment circles
- Remain up to date on current market statistics and changes to ensure I provide the latest information to my clients
PROFESSIONAL EXPERIENCE:
Investment Officer
Major Bank
Home City, ST
January 2005-present
- Managed large client accounts and oversaw all trades, purchases and sales
- Kept concise records of all transactions and complied with all privacy regulations
- Ensured tax compliance and resolved investment issues
- Developed and maintained client relationships through top notch customer service
Stockbroker
Securities Firm
Home City, ST
June 2002-January 2005
- Brought in new accounts through multiple marketing techniques
- Maintained existing accounts and ensured accuracy of all transactions
- Provided clients with pertinent information and explained investment terms and procedures to new clients.
- Trained new brokers and provided mentoring services
Stockbroker Trainee
Investment Firm
Home City, ST
- Completed all requisites for stockbroker training
- Performed high volume of cold-call marketing, bringing in business for the firm regularly
Teller
City Bank
Home City, ST
May 1998-June 2000
- Performed customer transactions and provided excellent customer service
- Followed all security procedures
EDUCATION:
Masters of Business Administration
University of State, 2001
Bachelors in Business
State University, 1997
COMPUTER SKILLS:
- Microsoft Office Suite
- Proprietary investment firm software