Financial Advisor Resume Washington, DC - Hire IT People

SUMMARY:

Accomplished banker and financial advisor with over 1 7 years in the finance sector. Possesses great skill in the areas of investment management and commercial lending. Adept at working to efficiently achieve organizational goals in both group and independent environment. Strong Analytical skills in credit and investment management. Proven ability to thrive in high pressure environments. Personable with a client - focused demeanor. Knowledgeable of local specificity of the Africa & Middle East markets. Ability to conduct domestic & international business in three languages: English, French and Arabic.

AREAS OF EXPERTISE:

Financial analysis
Loans & Credit
Underwriting
Credit analysis
Trade finance solution
Wealth Management
Investment analysis
Risk management
Portfolio Management
Research & Analysis

CORE COMPETENCIES:

Relationship Management
Business Administration
Banking expertise
Commercial lending
Regulatory compliance
Strong problem solver
Communication skills
Critical thinking
Operational analysis
Customer service oriented
Client satisfaction
Administrative and Management skills
Ability to Multi-task

PROFESSIONAL EXPERIENCE:

Confidential

Financial Advisor, Washington, DC

Responsibilities:

Presented investment solutions and financial planning to existing and prospective clients.
Identified clients and prospective clients in need of investment guidance then recommended investment solution for each individual.
Researched and investigated available investment opportunities to determine whether they fit into financial plans
Interviewed clients to determine their income, insurance coverage, financial objectives, risk tolerance and other information needed to develop a financial plan
Managed daily workflows, answered clients queries, booked prospect meetings, and served clients’ banking and investment needs.
Conducted equity/bond/stock indices research on companies and sectors to discover undervalued investments with Higher Yields/Low Risk for long term sustainable growth.

Investment Consultant

Confidential, Washington, DC

Responsibilities:

Initiated portfolio solutions and developed investment strategies including customized investment management
Built relationships with small and midcap corporations and offered recommendations for current assets and liabilities as well as developed qualified plan solutions.
Advised clients quarterly /annually on portfolio performance ensuring clients’ needs aligned with projected results.
Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.

Confidential

Financial Advisor, Washington, DC

Responsibilities:

Represented Confidential ’s Wealth Management division to identify, develop and close new business opportunities.
Involved in the entire process of wealth management including brokerage and investment advisory services, wealth planning, security lending, cash management, retirements and trust accounts.
Developed financial strategies for HNW individuals and businesses for the immediate and long-term investment objectives.
Provided a high level of individualized brokerage services and investment strategies.
Advised on portfolio management, securities, mutual funds, fixed and variable annuities, life insurance, retirement and savings plans.
Identified portfolio solutions using appropriate models and provided comprehensive financial planning advice regarding retirement accounts, investments and savings, and estate planning.

Confidential

Senior Relationship Manager

Responsibilities:

Fostered solid relationships with business clients and developed commercial lending book of business.
Engaged in prospecting and customer service inquiry reply calls as needed.
Supervised all facets of the loan approval process including maintaining the soundness of approval documents.
Maintained overall credit quality and compliance with credit policies.
Underwrote and structured new money requests, renewals, modification and credit reviews.
Ensured overall integrity of credit portfolio, the soundness of risk ratings and condition of credit files.
Managed daily credit activity and loan book for Small & Mid Cap businesses.
Investigated transaction inquiries with counter parties for non-receipt of funds and resolved discrepancies.

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Financial Advisor Resume

Washington, DC

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