Wealth Management Advisor Resume

SUMMARY:

My objective is to obtain a sales - oriented position in a professional office environment where my skills are valued and can benefit the organization to maximize its profit. In a longer term, I intend to absorb and hone skills to achieve a managerial position.

TECHNICAL SKILLS:

Office Pack (Word, Excel, Access), Salesforce, C++/Python/HTML

EXPERIENCE:

Confidential

Wealth Management Advisor

Responsibilities:

Development of a client book through prospecting (cold and lukewarm) professionals and private individuals.
Establishment of wealth assessment, and income tax optimization (17% avg reduction)
Retirement and investment advice based on client needs, and financial simulation rendering
Sale of retirement and investment policies (5K€ avg introductory policy, 12K€ avg introductory investment)
Follow-through to gauge customer satisfaction and tweak policies concurring with client evolution
Sponsorship operation with 6-month aged satisfied customers.

Confidential, New York, New York

Project Manager

Responsibilities:

Responsible for digital and print advertising sales to “C-level” executives within the medical equipment industry in assigned geographical regions.
Secured and renewed accounts in both digital and print advertising developed advertising campaigns and strategies, maintained existing accounts, and identified new business prospects.
Worked with media buyers and business-editorial managers to translate strategic objectives into tactical projects; drive audience growth and conversions by melding user experience, design, content strategy, engagement tactics, and marketing plans.
Created, managed, and optimized client specific digital and print media campaigns from inception to production launch/roll out.

Confidential

Co-founder

Responsibilities:

Founding and development of company.

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