Wealth Manager Cover Letter

I would like to submit my application for the wealth manager opening. Please accept this letter and the attached resume.

Previously, I was responsible for coaching on financial planning to trust professionals, Private Wealth Consultants, Financial Planners, Investment Advisors and other distribution channels in BMOFG.

Please consider my experience and qualifications for this position:

• Taking responsibility for decisions
• Proven sales management success across the Wealth Management sector (inc Independent Financial Advisers, Investment Management, Superannuation, Life Insurance and Platform)
• Strong understanding of wealth products, especially Superannuation and Life Insurance
• CLI/ILP/FNA/HI or CMFAS Module 5,8,9 is a pre-requisite
• Develop business architecture documentation and host grooming sessions for product features so they are clearly understood by the development teams, and act as the first point of contact for any requirements/domain/product related queries
• In many markets the branch has minimal on-site administration and makes full use of all available straight through processing, centers of excellence and direct channels
• Personal Financial Planning Designation (PFP) or equivalent
• Meets with Wealth business unit partners and Wealth business leaders to determine AML strategies and directs the compliance culture

I submit this application to express my sincere interest in the wealth manager position.

In my previous role, I was responsible for pro-active client coverage that may include discussions on market trends, change in tax law, trust & estate matters, and other issues as they relate to a client’s overall wealth management plan.

Please consider my experience and qualifications for this position:

• An extensive experience in managing projects with medium to high complexity, business critical and large cross-functional team spanning multiple regions and functions
• Experience in Canadian investor taxation is an asset
• Stong analytical skills with attention to detail
• Escalate issues upon discovery detailing the issue along with recommendations
• Flexibility to adapt to changing requirements during tax season
• Strong analytical, credit, and financial skills
• Demonstrate high level of expertise in sales, networking, negotiation, business acumen, and relationship building
• Knowledgeable in complex financial deals, financial statements and financial planning including tax and estate planning

I would like to submit my application for the wealth manager opening. Please accept this letter and the attached resume.

Previously, I was responsible for proactive client coverage, including: discussions on market trends; change in tax law, trust & estate matters; and, other issues as they relate to a client’s overall wealth management plan.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Experience working with Charles Schwab, TD Ameritrade, Fidelity or with other digital advice platforms
• Detail-oriented project manager who can turn strategies into well-executed tactics, manage multiple workstreams, and create processes that span internal and external agency partners
• Strong written and oral communication and presentation skills, especially in creating effective and compelling visuals to communicate results to key stakeholders across the organization Knowledge of the financial services industry, investing, and retirement planning
• Expertise in the creative process, graphic design, printing, web and email
• Holding a registration with Hong Kong Monetary Authority as Relevant Individual or a license with the Securities and Futures Commission for Type 1 Regulated Activity
• Experienced Private Bankers or Senior Wealth Relationship Manager proven experience and a stable client base looking for career development opportunities
• Properly certified in all necessary certification like CACS 1 and CACS 2
• Excellent relationship management and client engagement skills will be imperative for the success in this role

I submit this application to express my sincere interest in the wealth manager position.

Previously, I was responsible for proactive client coverage that may include discussions on market trends, change in tax law, trust and estate matters, and other issues as they relate to a client’s overall wealth management plan.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Should possess strong knowledge of the global financial markets and proven sales experience within the Wealth Management Industry
• Knowledge and experience with client on-board, unit trust dealing, nominees model and project is an advantage
• Common computer skills (Microsoft Office) assumed
• Time management skills that effectively prioritize multiple, competing tasks manage meetings for maximum productivity
• A good understanding of offshore (local island) regulatory requirements those of the UK and Europe
• Able to deal directly with business and stakeholders across group functions (compliance, legal, sourcing)
• An understanding of the wide range of product categories within Investments, Banking, Cash Management, Treasury, FX
• Holding a Practitioner level accreditation (eg Prince 2, PMI, APM) and Agile

I submit this application to express my sincere interest in the wealth manager position.

In the previous role, I was responsible for a one-stop financial advisory to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts.

Please consider my qualifications and experience:

• Strong working knowledge of Microsoft Office products (Excel, PowerPoint
• BS Business or Accounting
• Demonstrated experience and success in product design in a financial/banking environment
• Proven understanding of product pricing and financial statements
• Experienced in advising clients on investment products like discretionary portfolios lending
• Project Integration Management – Ensure that project planning/scoping, execution and control are properly integrated
• Benefits Management – Facilitate delivery of the business outcomes to enable the project sponsor to realise return on investment
• Knowledge Management – Adhere and contribute to knowledge management objectives and processes