Chase Private Client Banker/ Business Specialist Resume New York, NY - Hire IT People

CAREER SUMMARY:

Highly motivated professional with 4+ years of work experience, possesses strong analytical and problem solving skills.
Successful at advising affluent and high net worth clientele. Areas of expertise include, developing IPS, asset allocation, trade execution, banking and business solutions.

STRENGTHS INCLUDE:

COMPUTER SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Chase Private Client Banker/ Business Specialist

Responsibilities:

Manage and expand assigned book of business. Provide customized banking solutions for Chase Private Clients and business owners
Analyze financial information in order to advise and implement proper banking and investment solutions
Partner with Financial Advisors to develop clients Investment Policy Statements, recommend suitable investments, and allocate assets in accordance to the policy
Coordinate portfolio reviews with clients to evaluate investments performance towards achieving documented long - term goals
Increased braches new investment accounts by 20%, and new money by $20M YTD
Lead, educate, and coach team members on Chase Private Client Program

Confidential, New York, NY

Financial Advisor/Investment Manager Associate

Responsibilities:

Assisted two investment managers, analyzed assigned securities, and proactively acquired new clients.
Analyzed assigned company’s financial statements to justify proposed investments
Recommended investment strategy and allocations based on anticipated duration, yield, and maturity of securities.
Conducted research to discover undervalued investments and communicate it back to Portfolio Manager
Analyzed current market, economic events and investment strategies
Gained strong understanding of portfolio diversification, risk management and asset allocation strategies
Generated 300+ new potential clients for the firm through different marketing tools