Wealth Manager Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Wealth Manager Resume Sample (Full Text Version)

Lavanya Randhawa

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Highly skilled and results-oriented Wealth Manager with proven track record of success, leveraging over 3 years of experience and advanced analytical abilities. Graduated from The University of Nottingham with a bachelor's degree in Accounting & Finance. Demonstrated proficiency in solving complex problems. Eager to contribute expertise to a dynamic and progressive company in a Wealth Manager role.

Work experience

09/2017 - 10/2020, Wealth Manager, MEPY Asset Management, LLC, Nottingham, United Kingdom

Communicated with clients, providing financial planning services and investment advice.
Reviewed and evaluated portfolios, managing new accounts.
Developed financial models, conducted risk analysis, and assisted in implementing new products.
Produced detailed asset allocation models and generated financial statements.
Recognized as the #1 Wealth Manager within the company for achieving outstanding results and meeting targets.

Education

09/2013 - 05/2017, Accounting & Finance, University of Nottingham, Nottingham, United Kingdom

Achieved First Class Honours, ranking in the top 4% of the Accounting & Finance Programme.
Participated in clubs and societies including Football Club, Marketing Society, and TEDx Club.

09/2009 - 05/2013, High School, GEAR Innovative School, Bangalore, India

Received the 2013 Best Graduate Award for exceptional academic accomplishments
Served as President of the Economics Society
Held the position of Treasurer in the Chess Club
Participated in Model United Nations

Skills

Languages

India

English

German

Computer Skills

MS Office

Morningstar Portfolio Manager

Master Investor 6

Mint

Strengths

Action oriented

Analytical

Communication

Critical thinking

Decision making

Management

Problem-solving

Responsibility

Teamwork

Volunteering

09/2015 - 05/2017, President, University of Nottingham TEDx Club, Nottingham, United Kingdom

Certificates

04/2019, Chartered Wealth Manager (CWM), Global Academy of Finance

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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