Resume Templates: Private Wealth Manager


2326 Taylor Street, San Francisco, CA 94133 | C: 724-809-3452 | Summary Results-driven and highly skilled client services professional with 4 years of experience representing client assets and developing customized plans to increase relevance in the marketplace. Provide strategic value to customers including leveraging trends in customer industries/marketplaces to shape solutions and approaches. Open and clear communicator with demonstrated strategic vision and disciplined execution. Highlights/Skills Strong client relations Strategic planning Financial modeling Series 7 and 63 Experience Registered Client Service Associate 02/2012 to Current Morgan Stanley Private Wealth Management San Francisco, CA Manage $1.1B in high net worth client assets. Execute customized investment management and financial planning for both individuals and corporations. Build and maintain collaborative relationships with money managers. Monitor prospect management system to ensure no advisor overlap. Execute trades and prepare/deliver correspondence. Create customized reports for both clients and executives. Sales Intern (Acquired by Workday, Inc) Sourced qualified candidates from social media websites using SYMAN technology. Identified potential new business leads. Developed and led the user acquisition strategy. Sales Intern Solmentum / Sun Run Solar Prospected for new business in the private homeowner market. Grew business through use of effective sales techniques and exceptional customer service. Education Double Major: Bachelor of Arts in Political Science and Bachelor of Science in Society/Government 2011 University of California at Berkeley Berkeley, CA, United States Study Abroad: Government University of Sydney Study Abroad: Sustainability University of St. Andrew’s Additional Information Wrote and received approval for a grant through the Morgan Stanley Foundation for the Crossroads Homeless Youth Program. Alumni representative of St. Thomas Choir School, New York, NY. 2010 Sydney, New South Wales, Australia 2009 St. Andrew’s, Fife, Scotland 09/2010 to 12/2010 San Francisco, CA Wealth/investment management Sales and profit optimization Project management Superior time management

07/2010 to 08/2010 East Bay, CA