Wealth Manager Resume Sample

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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’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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