Wealth Management / Private Banker - Resume Example & Template

Resume of Wealth Management / Private Banker in Text Format

ANU MISHRA

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PRIVATE BANKER-leveraging 6+ years of experience

Top-performing Private Banker with over a decade of experience devising investment strategies and developing financial plans for businesses and individuals. Extensive background in financial planning, investment analysis and business development. Skilled in using centers of influence to consistently drive new business. A history of leadership with expertise managing and mentoring junior financial planners in the wealth planning process to support sales and customer service.

PROFILE SUMMARY

• Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products, and commercial credit facilities.
• Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.
• Competent in referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
• Skilled in preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.

CORE COMPETENCIES

• Financial Planning
• Asset Allocation Strategies
• Business Development 
• Wealth Transfer
• Anticipating Economic Climates
• Legal Restrictions 
• Client Relationship Building
• Team Building/Leadership
• Client Acquisition

PROFESSIONAL EXPERIENCE

Greenlam Industries ltd, Noida | Jan. 2019 – Present

Private Banker

• Partner with FAs to provide advice and potential cash management and lending solutions to clients
• Build product awareness and understanding among Financial Advisors
• Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue.
• Build, promote and maintain an adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
• Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
• Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution, and service support
• Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff, and Product partners

Sahni Natarajan & Bahl, Greater Noida | Apr. 2016 – Dec 2018

Private Banker  

• Partnered with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
• Collaborated with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution, and service support
• Established a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
• Assisted in developing and implementing marketing campaigns
• Supported in the development and maintain adequate marketing pipelines to meet revenue targets.
• Developed and implemented product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice.

ACADEMIC CREDENTIALS 

Education – MBA (Accounting and Finance) | VIPS | 2010 

BBA, Indraprastha University | 2008

PERSONAL DOSSIER

Languages Known: English and Hindi 

~References and other documents available upon request ~