Wealth Manager Resume Samples - Page 2

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Wealth Managers offer financial planning services and investment advice to high-net-worth clients. They can either work independently or are employed by large investment firms and banks. Responsibilities highlighted on sample Wealth Manager resumes include preparing data for high-net-worth individuals with regard to asset allocation and wealth management services, and presenting both oral and written reports on general economic trends, individual corporations, and industries. Sample resumes of Wealth Managers list bachelor's degrees in the fields of business administration, economics, finance, and accounting.

For more information on what it takes to be a Wealth Manager, check out our complete Wealth Manager Job Description.

11

Client Services Officer, Wealth Manager Services

  • Directed three managers responsible for Client Service and Mutual Fund Processing
  • Provided direct oversight for accounting of 60 Common Trust Funds with an aggregate market value of 1.75 billion dollars
  • Fostered and managed client relationships and ensured service level standards were met or exceeded and IT projects completed on schedule
  • Coordinated customized web rollout for clients
  • Facilitated implementation of Rule 22c-2
  • Active member of a working team which developed a process for conducting business reviews of sensitive functions and identifying needed controls
  • Documented procedures and workflow controls for business units
Candidate Info
12
years in
workforce
2
years
at this job
AS
Business Administration
12

Advisor and Wealth Manager

  • Managed and advised on assets in excess of $130 million
  • Established and managed 403B plans for local education and non profit organizations
  • Developed allocation of client accounts based upon their investment objectives
  • Provided estate and insurance planning
Candidate Info
4
years in
workforce
1
year
at this job
BBA
Finance

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