Private Banking Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the private banking job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

A McKenzie

Adelle

McKenzie

8760 Kuhlman Park

Los Angeles

+1 (555) 266 2972

8760 Kuhlman Park

Los Angeles

Phone

p +1 (555) 266 2972

Experience Experience

Dallas, TX

Private Banking, Trust Assistant, Houston

Dallas, TX

Kovacek and Sons

Dallas, TX

Private Banking, Trust Assistant, Houston

Telephone coverage: receive incoming calls and assist callers; transfer calls
Assist Trust Officers and Trust Administrators with the preparation of client presentations
Make copies and send faxes and federal express mail; distribute incoming faxes; maintain files
Print OMNI requests, statement reprints, performance reports
Prepare internal paperwork to correct posting errors
Prepare initial paperwork upon notification of a trust termination
Set, revise and track manager's schedule and meetings

San Francisco, CA

Private Banking

San Francisco, CA

Fay, Swaniawski and Douglas

San Francisco, CA

Private Banking

Work closely with the market managers and support the Singapore business to manage execute strategic objectives for the region
Assist Lender in pipeline management and other sales management and administration activities
Provide input into business development and management as part of an integrated banking team
Assist in compiling and developing marketing materials in English and Traditional Chinese
Assist in copywriting, compiling and developing marketing materials in English and Traditional Chinese
Deliver and manage email campaigns, including list management, design, dynamic content and triggered emails
Provide administrative and editorial support for the content management system

present

New York, NY

Private Banking Senior Client Document Reviewer

New York, NY

Jast, Rempel and Pfannerstill

present

New York, NY

Private Banking Senior Client Document Reviewer

present

Logical, structured approach to planning and problem solving
Escalate recurrent issues surrounding the onboarding process to management
Ensure New Account Tracking file is updated on real time basis so as to reflect the accurate status
A "can do" attitude with a passion for driving best practices
Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements
Act as role model in relation to driving high quality outputs
Ensure necessary KYC docs are attached to the client’s CDD in line with policy and procedures

Education Education

Bachelor’s Degree in Autonomy

Quinnipiac University

Bachelor’s Degree in Autonomy

Skills Skills

Quick learner: Proven ability to quickly learn the business & adapt to changing business priorities
Outstanding attention to detail (this is crucial in order to be successful in this role), whilst also being able to perform tasks quickly and efficiently
Strong knowledge of all financial products across different asset class (equity, fixed income, structured products, listed options, FX etc…)
Excellent communicator with strong interpersonal and presentation skills
Strong knowledge of Microsoft Office products (Word, Excel, Power point)
Basic knowledge of all other financial products across different asset classes (equity, fixed income, structured products, listed options, FX etc…)
Advanced Access Knowledge, ability to construct and maintain complex databases
Strong client focus and ability to partner with various internal groups and client coverage
Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
Ability to communicate clearly and confidently; able to influence internal and external stakeholders

Create a Resume in Minutes

15 Private Banking resume templates

Read our complete resume writing guides

Private Banking Resume Examples & Samples

Provide high quality, high touch telephone based service to Private Banking clients across the full product spectrum
Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
Research, follow-up and resolve client inquiries and requests through effective interaction with clients, Client Service Associate teams, product partners, branch/operations areas and other staff in a timely and professional manner and in accordance with policies and procedures
College degree or equivalent financial services/banking industry experience required
Client service experience preferred
Experience with a wide range of financial service products including online banking
Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
Weekend and evening work required

Private Banking Resume Examples & Samples

Provide high quality, high touch service to Private Banking clients over the phone and by email. Responsible for assisting clients and advisors with all aspects of the online experience
Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch/operations areas, and other staff in a timely and professional manner
Minimum 3 years experience in financial services
Strong to exceptional interpersonal, verbal and written communication skills
Experience with banking and investment products, including online banking
Weekend and evening work required on an as needed basis

Private Banking Resume Examples & Samples

Degree holder, 2 years plus relevant experience
Work experience in a credit middle office or control function, or other work experience in private banking
Detail orientated with strong written & oral communication skills
Ability to prioritize, work under pressure and independently

Private Banking Resume Examples & Samples

BA degree in a Finance field required; MBA preferred
Must have ProjectManagement / Business Management background
Minimum 7 years of experience within a Private Banking or management consultants who have done sales force effectiveness, ideally in wealth management are welcome to apply
Strong understanding of the revenue and cost drivers of the Private Banking business and the key metrics
Highly structured with analytical and problem solving skills; good facility with data
Able to draw out implications from analysis, link to business objectives and identify then drive improvement initiatives
Strong interpersonal skills. Able to build rapport effectively with different types of people in order to persuade and get buy in for the management agenda
Delivery focused approach to work

Private Banking Resume Examples & Samples

Preparing, Reviewing and approving Investment Performance review presentations for Investors to deliver to clients
Brokerage trade execution (mostly reactive, however some proactive)
Discretionary Accounts - can set up trades but not submit for execution
Risk Management - monitor exceptions and work with Investors to resolve 'what-if' scenario based analysis and developing Investment Plans for Investors to present to clients, and using JPM wealth modeling tools
Analysis /interpretation of client data
Alternatives document management
Cancel/corrects
Answering phones and helping clients or taking a message
Series 7 & 63 registration required
Familiarity with Bloomberg and JP Morgan Private Bank systems

Private Banking Resume Examples & Samples

Reactively engage with clients on brokerage trade execution across asset classes (including, cash equities and bonds, listed options and where applicable and allowed Dodd-Frank eligible contracts) using JPM trading systems
Handling all aspects of GIO client account opening documentation
Handling all aspects of account maintenance and management including margin calls, capital calls, and all settlement issues
Handling all aspects of alternative investment documentation
Manage road show process
Research, review and produce investment performance presentations
Monitor account exceptions and work with GIO Investors to keep up to date client qualifications and information
Analysis/interpretation of client data
Preparing account updates for investors and clients
Minimum 2 years industry related experience with active trade execution experience
Familiarity with Bloomberg and JP Morgan Private Bank system Workstation preferred
Extremely organized and detailed-oriented with strong commitment to accuracy

Private Banking, Trust Assistant, Houston Resume Examples & Samples

Telephone coverage: receive incoming calls and assist callers; transfer calls
Type, proofread and edit letters, memorandum, and reports prepared by team members and print final version
Make copies and send faxes and federal express mail; distribute incoming faxes; maintain files
Set, revise and track manager's schedule and meetings
Make travel arrangements: coordinate flights, hotels, itineraries, and car service; prepare expense statements: organize receipts, calculate currency conversions, ensure timely submission and reimbursement
Open and distribute all incoming and outgoing mail
Read incoming mail, proceed with necessary action and give complete package to manager
Respond to client requests as appropriate
Initiate money transfers, including wires, checks and internal transfers; place call backs to clients and prepare confirmation letters; raise cash when necessary
Pick up checks daily
Deposit checks; investigate lost or missing checks; place stop payment instructions; draft transmittal letter to client
Routine trust bill paying: client household bills; estimated tax payments; etc
Prepare internal paperwork to correct posting errors
Prepare headsheet changes
Prepare debit and credit tickets for account reallocations, fees, etc
Initiate internal forms and draft transmittal letters including, but not limited to,opening/closing paperwork, account title changes, closed account notices, name and address changes, tax residency, W-9s, payment changes, standing payments, client statement mailing set-ups, market value and tax cost updates
Prepare initial paperwork upon notification of a trust termination
Check daily transactions for errors and process corrections, reversals, etc
Print OMNI requests, statement reprints, performance reports
Attendance tracking: handle own timesheets, vacation schedule for Trust Officer and Trust Administrator
Computer skill requirements include Word, Excel, Microsoft Outlook and PowerPoint as well as internal systems
Knowledge of personal trust and estate fundamentals required
Strong computer skills (knowledge of MS Word, Excel and Powerpoint)
Ability to learn internal systems
Able to exercise judgment within broadly defined practices and policies in confidential situations
Able to process and apply specific fiduciary knowledge to more difficult work assignments

Private Banking Resume Examples & Samples

Review approved credit proposal. Prepare the appropriate credit documentation template to support the credit. Liaise with Lenders for missing information or clarification of credit requirements
Ensure the required credit conditions are included in the documentation. Liaise with Legal where required
Manage mortgage documentation process including liaising with external legal counsel and internal valuers on documents, mortgage completion and redemptions
Check incoming and out-going Standby Letters of Credit and Banker’s Guarantees to ensure they conform with templates approved by Legal
Process registration of pledges from clients with company registries of Hong Kong, Singapore and other required jurisdictions
Ensure compliance with internal procedures, credit policy and country regulations
Maintain documentation records in image and data form in PB systems
Manage safekeeping of physical documents with London, Hong Kong and Singapore
Monitor and follow- up for outstanding documents pending to be signed by clients
Prepare management information, tracking documentation production, return of documents from clients etc
Project Work – automating documentation production in 2014/2015
Degree Holder
4 -5 years working experience in credit documentation, administration and control or at least working experience in financial institution (preferably private banking or retail banking)
Strong command of English language. Analytical skills
Strong computer skills using MS Access, Excel, Power Point and Word. Knowledge of macros is an advantage
Detailed orientated - required to work independently. Needs to be accurate, meticulous, very control conscious
Production of documentation is time sensitive. Require ability to work under time pressure to provide accurate documentation for client signatures. Required to put in overtime hours
Work from JPMCB Office at 1 Changi Business Park Central

Private Banking Resume Examples & Samples

Managing staff onboarding & offboarding logistics
Assisting and/or leading the organization of events
Team travel arrangements and coordinating logistics for business trips
Maintaining group leave records and handling phone enquiries
Minimumof 4 years experience in secretarial field, preferably working experience in the banking / financial industry
Excellent interpersonal & communication skills
Strong organizational skills,attention to details and initiative
Experience in managing relationships across all levels

Private Banking Resume Examples & Samples

Managing staff onboarding & offboarding logistics and calendar management
Minimum of 4 years experience in secretarial field, preferably working experience in the banking / financial industry
Strong organizational skills, attention to details and initiative

Private Banking Resume Examples & Samples

5 to10 years relevant equity/ equity derivatives markets working background
MS Excel and PowerPoint plus strong quantitative skills a must
Ability to work under pressure, maintain controls and act professionally in high stress situations

Private Banking Resume Examples & Samples

A team player in a group responsible for sales, structuring and maintenance of securities based loans as well as providing expertise on the cash management side to our HNW and UHNW clients
Creating reports, running financial analyses, preparing presentations and managing policies and procedures
Miscellaneous projects as they arise
Exposure to work with other product areas as it relates to growing and managing the Lending & Deposits business
Advanced Excel, PowerPoint and Word skills a must
Highly motivated, quick to learn and willing to work in both team and independent situations
Ability to work with senior level professionals; polished, professional comfortable speaking with high net worth clients; strong verbal/written communication skills, highly organized and efficient at multi-tasking with strong attention to detail
Team Player with sales nature who can engage with Relationship Managers and clients as well as stakeholders with different styles and cultures (IT, credit risk, legal, finance, etc)
LI-SL1*

Private Banking, Trust Assistant Resume Examples & Samples

Assist client managers with account administration tasks of varying levels of complexity
Respond to client requests, as appropriate via telephone, email and/or letter
Research and resolve inquiries of varying levels of complexity
Account Maintenance (e.g. address changes and other system updates)
Track outstanding pending matters for team
Assist or take the lead in projects, initiatives and events as required by Managers and/or Department
Coordinate gathering of materials for a variety of analytical projects, account transition events and risk management reviews
Typing, proofreading and editing of letters, memos, spreadsheets and reports; copying and faxing documents
Money Transfers/Check deposits
Telephone coverage, calendar management, opening and distributing all incoming mail for team
Coordinate client meetings, luncheons and conference room reservations
Make all travel arrangements; prepare expense statements
Prepare expense statements
Responsibility for scanning critical account documents for online filing
Organize managers’ desk files
Attendance tracking
Facilities coordination
Coordinating team office and PC supplies
Assist other assistants, when needed
Strong PC skills: Microsoft Word, Excel, Powerpoint
Strong interpersonal, communication and organizational skills
Self-starter with ability to work both independently and as a team player in a fast-paced, demanding environment
Interact and communicate with staff at all levels of the organization
Ability to multi-task, work well under pressure and manage priorities effectively
Ability to adapt to rapidly changing business and technology environment
Ability to identify risk issues and resources for solutions
Utilize utmost discretion when working with confidential information
Prioritize work, meet tight deadlines and be detailed oriented
Ability to quickly learn proprietary software and databases
Possess confidence to complete projects effectively and efficiently

Private Banking Specialist Resume Examples & Samples

5+ years of banking experience working with high net worth clients
Sales experience with a record of success
Demonstrated mentoring/coaching skills
Knowledge of consumer product lines including Credit, Banking, Brokerage & Trust
Ability to develop and broaden client relationships
Highly organized with a strong attention to detail
Strong MS Office (Excel, PowerPoint, Outlook)
A proactive team player
A.F.S. Loan system is highly desirable

Private Banking Product & Platform Resume Examples & Samples

Develop and manage project plans and provide updates for senior management on project status, issues and benefits to the business
Developing project requirements, assigning priorities, establishing deadlines, and tracking problems while ensuring capacity within the operations team is properly assessed
Lead and take ownership of regulatory projects impacting products in the Asia including those driven from the US (eg Dodd Frank, FATCA etc)
Review and consolidate local regulatory developments in the Asia region and initiate and drive changes to ensure all products and supporting platform meet those requirements
Liaise with Technology BAs to define high-level Business requirements and ensure that proposed delivery method covers all requirements
Be hands on and drive initiatives to deliver on-schedule, on-scope, to quality and on-budget
Provide continuous improvement through identifying best practices in processes & systems
Provide PB-wide communications on project status, issues and benefits to the business
Work across all internal stakeholders (Ops, Credit, Risk and Legal) and other relevant J.P. Morgan lines of business (i.e., Investment Bank) to deliver new product solutions
Relentless focus on execution and enjoy taking ownership for the delivery of measurable results
Degree holder with 1-2 years of project consultancy/ management experience
Experience within Private Wealth Management or Investment Banking from a process re-engineering perspective
Expertise in Project Management discipline, techniques and project delivery process with ability to manage, organize, and control activities of complex projects
Understanding of Front and Middle Office processes
Confident and outgoing personality, able to deal directly with the senior people

Private Banking Resume Examples & Samples

Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products
Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
Act as an advisor to clients on banking related needs. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities
Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.)
Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner
Series 7 and 63 licenses required for position: preferred upon hiring, but must be obtained within 180 days of hire
College degree or equivalent financial services/banking industry experience preferred
Experience with a wide range of investment products preferred
Ability to make independent decisions about complex issues and solutions
Ability to work effectively as a member of a team
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Private Banking Resume Examples & Samples

Degree holder, 2 plus years relevant experience
Strong Microsoft Access & Excel (VBA) skills
Detail orientated with strong written and oral communication skills

Private Banking Resume Examples & Samples

Act as the primary external client contact for day-to-day account administration and servicing
Provide proactive personalized service, including transaction processing/execution of cash products, assist clients on cash flow management, inquiries, investigation handling, and account monitoring
Open new accounts as instructed by clients and ensure that all necessary documentation are requested, received and approved for operations
Assist the bankers with post-meeting follow-up, including execution of client instructions, account opening and other administrative tasks
University graduate with 1 - 3 years of relevant working experience in a Client Servicing role with Private Banking
Adaptable and able to work in a demanding and unpredictable environment
Team player with the ability to work well with multiple bankers and other team members

Asset Management International Private Banking Senior Admin Assistant Resume Examples & Samples

This is a challenging, busy and varied role, and will suit an experienced executive assistant
Assisting and/or leading the organization of events, including aggregating information, sourcing locations,choosing menus, managing RSVPs and attending functions in-person to ensure the smooth running of the event
Preparing client bios and preparation for client events e.g. name plates and name tags, providing list of attendees and working with security
Team travel arrangements, coordinating logistics for business trips and preparing itineraries
Managing staff on-boarding &off-boarding logistics
General day-to-day office functions
Providing general support including photocopying, booking meeting rooms, stationery re-ordering,typing, filing, mail, etc
Helping run the quarterly process for the team, sending out questionnaires, and checking the overall quality of completed questionnaires and going back to fund managers with queries
Arranging quarterly calls with managers to review their investment performance
Helping write up meeting notes from interactions and reviews with both potential managers as well as managers on our existing platform
Updating various marketing material on a monthly basis
Help organize marketing trips or road shows for the latest investment ideas
You will be expected to work as part of a larger administrative group. This includes covering for other assistants when absent
Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint; knowledge of Outlook preferred)
Knowledge of general office procedures
Effective interpersonal skills -- able to work in a busy and high pressure environment
Superior oral and written communication skills
Excellent interpersonal skills, organisational skills and attention to detail
Ability to organise and manage own time effectively
Tact and good judgement and the ability to interact with senior management
Ability to multi-task in a busy and demanding role
Flexibility around working outside contracted hours when required

Private Banking Resume Examples & Samples

Developing strategy presentations with the Marketing team, including undertaking desk research into markets, segments etc. (35%)
Marketing administrator for Strongmail (10%)
Administrator for Asia Regional Password Protected site (15%)
Undertake key competitor analysis and develop and maintain reporting matrix (10%)
Responsible for marketing operations, under direction from Regional Head of Marketing (30%). Including
Responsible for budget management and maintenance (based on input from key Marketing team members)
ROI tracking and monitoring
Monitoring of execution plans and requisite follow up
SME for relevant processes e.g. VMOS, NBIA/PRA, ATC
Management of intranet access and uploads
Preparing meeting minutes and following up on action items, as required
Collating input for regular reports (IPB Marketing Activity Report, Execution Plans, WB Quarterly Reporting, etc.)
Degree in Communications, Marketing or other related business discipline preferred
Organized and able to manage multiple projects
Strong relationship management and influencing skills
Ability to undertake thorough desk research and present facts clearly
Meticulous attention to detail
Strategic and analytical
Exposure to private banking sector through e.g. internships
Proficient in Microsoft office, with excellent Excel and Powerpoint skills
Mandarin speaker an advantage but not essential

Private Banking, Trust Assistant, Delaware Resume Examples & Samples

Telephone coverage: receive incoming calls and assist callers; transfer calls as needed
Send account and client documents to Account documentation imaging systems as requested
Set, revise and track team members schedule and meetings
Make travel arrangements: coordinate flights, hotels, itineraries, and car service
Prepare travel expense reports for team members; includes preparing expense statements: organizing of receipts, calculating currency conversions, ensuring timely submission and tracking corporate cards are reimbursed
Open and distribute all incoming and outgoing mail for team members
Read incoming mail, proceed with necessary action and give complete package to appropriate team member
Prepare account headsheet changes for reviews
Assist Trust Officers and Trust Administrators with the preparation of client presentations
Purchasing of office and PC supplies and process technical requests
Onboarding of new employees
Attendance tracking: timely submission of personal timesheets, maintain weekly/daily schedule of various teams members (Trust Officer/Trust Administrator/Trust Assistant)
Notarize legal documents as requested
Technology and Facilities coordination: submit service request orders for PCs, copies, printers, fax machines, telephones for various team members
Respond to client and team member requests as appropriate
Computer skill requirements include Word, Excel, Microsoft Outlook and PowerPoint as well as internal JPM Private Banking systems
Degree preferred
Knowledge of personal trust and estate fundamentals preferred
Ability to quickly learn computer systems and applications
Knowledge of general office procedures (e.g., filing, correspondence, scheduling)

Private Banking Resume Examples & Samples

Advise clients and bankers on our Account opening forms and documentation requirements. This will include meeting clients with bankers to facilitate the account opening document process
Execute client instructions such as payment instructions
Ensure relevant documents comply according to bank's policies and ensuring it meets regulatory requirements
Ensure that the client's data is kept up-to-date on our bank's records
Liaise and follow-up with internal teams for documentation issues and requirements and take on any enquiries
Signature Verification for Instructions Letter received from clients
Participate in UAT testing for IT enhancement and ad hoc projects as and when required
Degree holder, 1 - 3 years of solid bank account opening, client on-boarding and client data management experiences, ideally from Private Banking
Corporate Banking, Commercial Banking or Investment Management account opening experiences with work experiences in checking account opening particularly for BVIs and nominee company set-ups will be considered
Knowledge of local regulatory guidelines, KYC and AML guidelines is a must with good awareness of standard bank controls and operations risks. Familiarity with US tax forms (e.g. W8-BEN) will be an advantage
Proficiency in MS office applications (Word, Excel, Access)
Strong interpersonal, communication and written skills, excellent proficiency in English is a must
Detail oriented with the strong ability to multi-task in a fast-paced work environment
Able to work independently in a team orientated environment

Private Banking Resume Examples & Samples

Knowledge of residential real estate regulations and compliance issues
Familiarity with lending policies, credit requirements, and underwriting
Excellent communication and negotiation skills; ability to effectively design and market residential lending solutions
Deep understanding of the high net worth and ultra high net worth client profile and of the mortgage industry and its product offerings
Ability to partner with Capital Advisors, Bankers, Investors, Wealth Advisors, and Credit Executives to create an outstanding client experience
Excellent communication skills required for both in person and by phone meetings with clients and all parties related to the mortgage transaction
Consensus and relationship building skills necessary to operate as the mortgage solution expert on the WM integrated client teams
Self motivator and ability to break through barriers to facilitate change
Attention to detail required to coordinate with many groups and adhere to multiple jurisdictional issues
Participate in banking team meetings to train integrated team members, and in client meetings to discuss mortgage solutions
Hire cross-functional staff to manage overall mortgage process from origination and structuring to processing, completion, and servicing
Partner with mid-office, control functions, and capital advisory to define and implement a strategic operating model in Hong Kong and Singapore
5 + years Residential Real Estate Mortgage Lending experience, including familiarity with regulatory environment
Ability to build, develop and grow businesses
Experience managing large teams
Bachelors degree in financial, or related field, from an accredited, high quality institution
Computer fluency

Private Banking Resume Examples & Samples

Advanced degree such as JD, industry certification such as CTFA or paralegal certificate, with paralegal experience in trust and estates practice preferred
Ability to quickly learn the basics of banking, investments, and financial planning
Experience with JPMorgan fiduciary platform a plus

Private Banking Resume Examples & Samples

Technical Knowledge – basic understanding of fiduciary, legal, tax and investments concepts
Operational/Systems Knowledge – Microsoft applications and internal business systems
Client Servicing - client knowledge, gains the trust and confidence of clients
Understanding of basic income tax reporting forms
Excellent math and accounting skills
Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability, ability to delegate, coach and train
Interpersonal skills - develop relationships with colleagues within Trusts & Estates Practice and the Private Bank/Private Wealth Management
1-2 or more years of related experience

Private Banking Resume Examples & Samples

Managing the implementation of the global operating model to meet global KYC Standards
Coordination with global project teams on the refinement of AML/KYC policies and procedures
Coordination and implementation of revised new AML/KYC policies and procedures including the required systems/enhancements
Management of remediation activities required to adhere to global KYC Standards
Ideally 3-5 years experience of relevant project management disciplines and an ability to instil structure, process, accountability, delivery and client-focus (with Strong recommendations available upon request)
Excellent written and verbal communication and an ability to articulate complex ideas, concepts, and solutions at a level appropriate and intelligible to the recipient
Strong knowledge of Microsoft Office including Excel, PowerPoint, Visio, and Project
Candidate must enjoy working in a fast-paced and demanding environment and must be a strategic, conceptual and analytical thinker
Detailed understanding of the systems & tools that drive the investments business
Global perspective with the ability to understand and communicate regional nuances
Talent for developing effective partnerships with key business partners
Ability to manage complexity, multi task, juggle multiple projects and deliver solutions to a tight deadline
Team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives
Experience with and/or knowledge of a large asset management and/or private wealth management organization (preferred), including understanding of multiple operating platforms and process flows

Managing Director Private Banking Resume Examples & Samples

Eight or more years of banking experience
Three or more years of managerial experience
Strong analytical, decision-making and problem-solving skills

Head of Aml-private Banking Resume Examples & Samples

Manage the Hong Kong AML office focusing on Wealth Management business
Manage the regional high risk client program and escalate to higher level when necessary
Act as the escalation point for Hong Kong's business unit on any AML issues
Provide AML advisory to HK business units
Prepare relevant AML report and submit to Senior Management periodically
Oversee and supervise AML trade monitoring to all businesse
Have at least 10+ years of experience working in a similar environment
Have sound knowledge of the AML, Sanctions and ABC areas
Have had prior experience working in the private banking space
Be proficient in English, Chinese/Mandarin

Singapore Country Head of Private Banking Aml Resume Examples & Samples

Oversee Transaction Monitoring - where necessary support team to
Policy and Procedure
Enhanced Due Diligence/ PEP Client Reviews
AML Surveillance
Sanctions and Sensitive Countries Compliance
Training
Administration & Controls
Shared Relationship
Ad hoc project e.g. Anti-Bribery

VP, Private Banking Resume Examples & Samples

Lead, champion and engage with clients and employees at business associations, sponsorships, charities, and client events. Act as RBC ambassador to HNW organizations, COIs, Diverse Markets and other Influential Associations
Support retention of high value clients by knowing & interacting with top 50 clients within the Region
Responsible for development of regional strategic plan including client events, planning and ensuring employee participation
Engage in talent management; maintain a talent pipeline and long tenure, high quality workforce, including active understanding of HNW markets and recruitment needs by role to ensure current and future market needs are met. Minimize Private Banker turnover
Ensure performance management discussions are conducted with all employees providing feedback on their performance against their mandate, reviewing results, tracking for short term incentive, and discussing activities to build skill and proficiency
Leverage and empower team members to meet their individual goals by clearing roadblocks and securing resources
Demonstrated partnering and leveraging abilities with stakeholders
Demonstrated management, leadership, sales management, and success in developing others
Knowledge of RBC/RBC Wealth Management products and services and compliance knowledge

Private Banking Client Manager Resume Examples & Samples

Call on existing and prospective high-net-worth customers to develop new business, expand existing business, establish exceptional customer relationships, and ensure proper servicing of accounts
Continually review existing client portfolios and proactively determine any additional financial products, services, credit, & investment opportunities to ensure client satisfaction and attainment of sales objectives
Maintain industry knowledge of trends, products, technology, and competition activity, and stay current on continuing education requirements necessary for compliance and maintenance of certifications held. This may include obtaining and maintaining licenses such as NASD Series 65 and Life
Take active or leadership role in community, civic, and/or charitable organizations and events
Ensure all members of client service team (Wealth Advisor, Trust Officer, Portfolio Manager, Financial Advisor) are well informed of client's needs and that the team meets & exceeds client service level standards
Actively participate with team in development of key customer plans & reviews and the follow up implementation of strategies from the key customer plan
Actively participate in the development of relationships with internal centers of influence which may include presentations explaining Private Banking services
Demonstrates strong presentation skills, including being an excellent listener and the ability to make direct sales presentations
Demonstrates willingness to obtain (within 12 months) and thereafter maintain NASD Series 65 and Life licenses
Demonstrates proficency in use of MicroSoft Office (Word, Excel, & Outlook)

Private Banking Resume Examples & Samples

Prior relevant wealth management experience of 3-7 years in Risk management or Audit
Genuine interest in understanding risk and control framework within Wealth Management industry, understanding of Private Banking investments platform and private client needs
Mindset to understand risk and control, compliance procedures and policies
Excellent organizational skills and the ability to effectively handle multiple priorities
MS Excel and PowerPoint expertise is a requirement

Lending Specialst, BMO Private Banking Resume Examples & Samples

Develop and share credit expertise with colleagues to continually improve the overall abilities of the regional team
Undergraduate University Degree or equivalent
Expert knowledge of BHPB processes & procedures, and interrelationships
In-depth knowledge of technical aspects of BMO products and services
Personal and commercial discretionary limits
Experience in demonstrating, reviewing and providing feedback on credit transactions to help others learn
Experience providing best practices on client solutions and credit structure
Experienced in preparing commercial client transactions including personal holding companies, professionals and deals through Commercial Lending Process
Experience maintaining portfolio quality on portfolios with a predominance of commercial clients as defined above
Impacts and influences others at an intermediate level
Self motivated and a team player
Presents professional image to high net worth clients and positions role with the deal team

VP / Market Manager, Private Banking Resume Examples & Samples

Completion of CSC and CIM/CFP/ETI modules or equivalent
Good perspective of economics and financial markets
Proven track record in developing and growing a related business
Experience managing a team of professionals and support staff
Strong presentation skills; both written and verbal
Good capacity to establish and manage relationships with high net worth individuals; strong listening and consultative selling skills
Natural networking and business development skills
Strong ability to manage relationships with business partners and direct reports and anticipate, assess, and meet their needs in a mutually beneficial manner, taking action to manage expectations and to resolve differences in a positive manner

Private Banking Resume Examples & Samples

Competent learner with relevant private banking/ wealth management experience of 2-8 years is preferred
Compliance, Surveillance, Risk/Operational Risk management or Audit experience is a benefit
Excellent organizational skills and the ability to effectively handle multiple priorities. Attention to detail
Effective communication and people skills and ability to liaise with senior front office as well as other stakeholders
MS Excel and PowerPoint skills

Market Manager, Private Banking Resume Examples & Samples

University degree supported by a professional designation (M.B.A.,C.A., C.F.A., LLB)
Approximately 10-15 years of related experience with a background in one or more of the following areas: Private Banking, Commercial, Corporate or Investment Banking, Law, Accounting, or Investment Management
Strong expertise related to private wealth management strategies and issues
Significant expertise in one area of service (banking, investment, financial planning, tax or trust)
Well networked in the market
In-depth understanding of all three LOBs and ability to provide coaching and alignment
Strong leadership and management; understands navigates existing work, organization and power structures, and makes recommendations with a clear sense of organizational impact
Strong conceptual thinking, good ability to take a holistic and integrative view, and consideration for influence and impact on various levels within business

Private Banking Resume Examples & Samples

Coordinate and align business priorities, drive business process improvements across the functions for GWM
Work closely with the market managers and support the Singapore business to manage execute strategic objectives for the region
Represent the COO function on governance committees for strategic initiatives, client experience and regulatory change
To support the business through managing business platform and contributing COO driven initiatives
Help managing the business platform provide day-to-day support and maintenance of the business processes owned by the COO office
Support the overall business governance of Asia Private Bank business including maintaining the policies and procedures governance process and the document repository; support the operating committees including agenda management and producing meeting material, consolidate and track action items for the committee and other governance body
Approximately 8-10 years of work experience within the financial services industry, ideally with exposure to change management / project and business management
Strong business acumen, detailed-oriented, possessing strong analytical skills
Problem solving mindset, ability to take initiative to resolve issues
Attention to detail, timeliness, and high productivity while working under pressure to meet deadlines
Proactive, keen to learn and take on new responsibility
Articulate in written and verbal communication
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels and build trusted relationships

Private Banking Resume Examples & Samples

Job Scope
Client responsibilities – if any
People management responsibilities – if any
Financial management responsibilities – if any
Education background
Licenses
Professional qualifications
Skills & relevant practical experience
University graduate in translation, journalism languages or related disciplines
3+years of translation experience gained in financial fields
Good knowledge of banking and economics terminology in Chinese used in Hong Kong, China and Taiwan
Ability to produce quality output under tight deadlines and to multitask
Proficient with MS Office and Chinese word processing

Private Banking & Wealth Management Controlling Team Lead Resume Examples & Samples

Management and development of a Controlling team, providing day-to-day leadership and strategic direction
Recruitment, onboarding, performance assessment and coaching of team members
Management of month end close processes, managing the timetable and ensuring reliably accurate and timely reporting
Analytical review and analysis
Leading and ensuring delivery of solutions required by stakeholders
Identifying and executing opportunities for process improvements
Actively participating in the deployment of new processes and functions, ensuring a controlled and successful transfer
Ensuring a robust control environment, escalating all significant issues to senior management
Collaborating with colleagues within PB&WM and Credit Suisse globally
Quality management

Private Banking Resume Examples & Samples

Ensuring that the necessary controls and checks are performed by the various teams before processing the payments
Payments are keyed as per the client instructions provided and due diligence is applied by the CSS
Monitoring and validating daily transactions and ensuring the deadlines are adhered to
Acting as a point of escalation for Front Office and liaise with internal/external counterparts for any queries concerning payments
Coordinating documentation of processes and implementation of controls
Building strong working relationships across other Private Bank teams
Identifying areas for a continuous improvement of operational efficiency and control, initiating new operational procedures while effectively managing risk and operational policy
Preparation of MIS for management
University graduate with 5-8 years of relevant working experience in a Client Servicing role with Private Banking
Good oral and written communication skills
Good knowledge of remittances and SWIFT formatting required
Knowledge of loan processing, Hedge Funds, Securities Transfer would be an added advantage
Possess judgment and discretion in working with highly confidential information
Team player with the ability to work well with other team members

Private Banking Onboarding Manager Resume Examples & Samples

Review and approve new accounts, which consists of performing background research on entities and individuals using databases such as Lexis Nexis, Factiva and the Internet. Communicate effectively and maintain relationships with the branch network and Senior Management regarding KYC documentation required and clarification of structure and content of account request
Assist with the annual and targeted AML training
Review and approve due diligence updates to existing accounts when required
Conduct annual risk based reviews, where required

Private Banking Administrator Resume Examples & Samples

Provide support to PBE's and Private Bankers through servicing clients and the creation of deep, enduring and trusted relationships with stakeholders, both internal & external
Administration functions relating to: Credit, On-boarding & client account maintenance
Adhering to mandatory records management ensuring all client correspondence / interactions are recorded onto the systems
Strong PC Skills - MS Word, Excel & Powerpoint
Previous experience working within Wealth - financial services (Preferred)
Good communication skills

Private Banking Resume Examples & Samples

Execute client instructions, review and provide checks on supporting documents for account maintenance and opening purposes
Data-entry, ensure account records are accurate in systems
Ensures relevant documents comply according to bank's policies and ensuring it meets regulatory requirements
Verify and process closure of client's accounts
Degree holder or above, minimum 5 years of solid bank account opening, client on-boarding and client data management experiences, ideally from Private Banking

Private Banking Resume Examples & Samples

Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices
Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms
Serve as point of contact for KYC and reporting issues for designated clients
Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues
3 to 5 years of experience with in a financial services, operational or compliance fields
Prior experience in AML / KYC a plus
Experience in leading / managing global teams
A "can do" attitude is a must with a passion for driving best practices
Ability to communicate clearly and confidently; able to influence internal and external stakeholders
Strong analytical, prioritization and organizational skills
Logical, structured approach to planning, problem solving and decision-making
Strong risk and controls awareness
Capacity to think laterally and convey an understanding of the big picture
Maintains a sense of urgency and ability to prioritize/multi-task
Strong client focus and ability to partner with various internal groups and client coverage
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
Demonstrated experience as a key contributing member of a high performing organization
Builds a sense of community, creating a positive team environment and modelling a global, diverse mindset and inclusive behavior

Private Banking Resume Examples & Samples

University degree holder and / or with a minimum of 8 years of professional experience in a similar capacity
Fluency in English required
Strong analytical and communication skills

Private Banking Resume Examples & Samples

Processing of transactions initiated by Private Bank clients, Private Bank Investors, or events initiated by the issuer of financial products. This covers the trade booking of OTC derivative products predominantly but may also include global equity, fixed income, structured products, listed options, dual currency notes and foreign exchange transactions
Coordinate with various internal/external counterparts to ensure timely trade processing/settlement
Monitor control practices to ensure compliance with corporate and business standards
Monitor daily activities, ensuring market and internal deadlines are met, and escalate issues to the manager
Support daily administrative needs of the team
Degree holder or above
Detail oriented, ability to work towards a tight deadline
A self-starter with ability to work under pressure and with minimum supervision
A team player who is also able to work independently
Adherence of operational procedures to complete task in an accurate and timely manner
A proactive approach to problem solving and taking ownership of issues
Strong interpersonal, communication and written skills. Should be proficient with written English
Entry-level candidates as well as candidates with up to 5 years experience in a similar role
Basic knowledge of all financial products across different asset class (shares, bonds, FX, structured products, derivatives, etc)
Derivative background /product knowledge would be advantageous
Understand the Operational impact of the different jurisdictional regulations impacting our business (Dodd Frank, EMIR, MiFID, HKMA, MAS etc…) is a plus
Proficiency in MS office applications (Word, Excel, Access with be an advantage)

VP / Private Banking Client Manager Resume Examples & Samples

Partner with Branch Managers, Commercial Loan Officer, Business Banking Officers, and Investment and Advisory Officers to offer financial solutions at all needed levels to new and existing clients
Execute an ongoing proactive client contact strategy. Build long-term client relationships and enhance existing relationships through regular client contact by phone, in person, or by correspondence to anticipate client needs
Work with team to develop & implement a strategy to retain business upon distribution of accounts by developing a relationship with the next generation/beneficiaries
Develop relationship with professionals (i.e. attorneys, financial advisors, accountants) that can enhance business opportunities & participate in business development activities with centers of influence
Participate on committees, attend meetings and functions, & provide reports as assigned by management
Demonstrates general office skills, including use of phone, computer, fax, & other office equipment
Demonstrates ability to address customer concerns positively, tactfully, and diplomatically, and must present self very professionally and courteously at all times
Demonstrates ability to work with all clients and prospects of varied backgrounds and experiences
Demonstrates knowledge of Trust and Bank products and services (i.e. Investments, Insurance, Brokerage, Private Banking, and Retirement Planning)

Private Banking Resume Examples & Samples

Review, analyze client KYC information and ascertain whether on-boarding the client will post additional reputation risk
Analyze challenging account opening situations and ascertain whether there will be potential issues in opening the account
Coordinate with Risk where it relates to regulatory audits / requests / initiatives
Collate data and prepare data for control analytics (KRI reporting)
Coordinate and/or participate in KYC/AML related discussions, committees and forums
Periodic training & awareness sessions to new hires and various refreshers to staff
At least 8 years of experience in private banking risk management or compliance, with focus on KYC/AML
Background in internal audit or regulatory audit with focus on KYC/AML will be considered
Broad knowledge of rules and regulations for various Asia jurisdictions, with focus on KYC/AML
Ability to identify and focus on issues at a holistic level and yet be detailed oriented and independence in thinking when analyzing

Private Banking Director of Professional Services Resume Examples & Samples

Responsible for the expansion of new and existing relationships with professional firms. Owns all aspects of the bank’s professional services responsibilities. Manage the day-to-day activities within their team, as well as address broader matters such as staff development, resources deployment, personnel issues, coaching/mentoring, work flow, lending initiatives, evaluating staff performance and act as initial escalation point for complex or sensitive client issues. Plays a critical role in helping set the strategies direction for the overall group
Identify needs and ensure Professional Services Bankers are continually and adequately supplied information, materials and training for sales efforts and marketing campaign development and implementation. Identifies hires, motivates and retains top talent
Direct the operations of Private Banking Professional Services Bankers of short and long-terms goals/objectives and sales and that profit objectives are met. Set production goals and ensures their achievement
Develop and manage incentive plans including ensuring accurate tracking and application of required modifiers to play payouts and implement cross-selling strategies within Umpqua Holdings Corporation
Direct and control the activities of the department having overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and associate performance management and coaching
Coordinate marketing resources and other product and service providers within the company
Implement specific business development goals. Provides management with regular reports and updates on competitive market intelligence, market situations, customer needs and interests
Responsible for managing Private Banking Professional Services Bankers in the identification and evaluation of loan and deposit business opportunities, trust/fiduciary and investment management opportunities, while ensuring the existence of proactive relationship plans and sales management practices that maximize the profit and client development potential of each local market
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Responsible for other duties as assigned. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
Eight (8) plus years of lending, sales marketing, business development and portfolio management experience
Eight (8) plus years of supervisory or managerial experience and two (2) plus years of Private Banking or specialty lending
Demonstrate a keen understanding of the financial and banking industries with excellent judgment and decision-making skills. Model behaviors that portray open mindedness, client centric, team player, selling in advisory role and a successful track record in managed money sales
Possess a strong comprehension of how data and information flow through Umpqua’s processing and reporting systems and an in-depth understanding of all operation roles and inter-dependencies. Good project management skills; must be able to engage all participants and meet deadline and deliverables. Disciplined approach to managing and acting upon key daily reports
Advanced proficiency with personal computers and related software packages such as Word, Excel, PowerPoint and other business machines. Solid understanding of systems and databases used within the Private Bank
Knowledge of key areas of Umpqua Bank and solid comprehension of Private Banking products and services
Experience interacting with senior management or executive levels on matters concerning several functional areas, divisions and/or customers. Interactions normally involve controversial situations, customer negotiations, or influencing and persuading other senior-level managers
Bachelor’s Degree in Finance, Accounting, Business or related field – or equivalent experience
Post Graduate Banking School preferred

Private Banking Anlayst Resume Examples & Samples

Reviewing client collateral to provide loan recommendations to MS Bank
Data entry of client information into various loan systems
Client Documentation management
Process Client rate exception requests
Review risk reports
Participate in various testing initiatives and projects
Updating and maintaining department metrics
Periodic updates of policies and procedures
Escalation of issues to management
Strong knowledge of Microsoft Office
Ability to work well under pressure and to meet deadlines
Excellent communication, organization and interpersonal skills
Ability to drive change and improve efficiencies on the team
Self-motivated and willing to assume responsibility

Private Banking Resume Examples & Samples

Maintain the effective execution and convergence of the elements of investment risk policies, procedures and framework. Investment risk policy and procedures include product risk ranking, concentration, client risk ranking and suitability policies
Implement investment risk policies, procedures and practices and monitor compliance with the investment risk framework and internal oversight
Proactively analyzes potential investment risk within the business
Analyze and credible challenge business unit’s documented investment risk control processes and procedures, and any gaps with the global methodology and requirement
Participate in new business initiatives (NBI) and other programs within the business, analyze the risk associated and challenge the control environment within these programs
Participate as a risk representative in business committees of suitability guidelines and product approvals
Coordinate the Product Due Diligence Committee for ongoing monitoring of products
Approve pre-trade exceptions of discretionary accounts
Produce management report for Discretionary Oversight Committee (DOC)
8 years working experience of private banking business and risk management controls preferred
Bachelor’s Degree in business administration, finance, computer science or related field
Knowledgeable experience in developing investment suitability, product risk, and/or related regulatory requirement in Asia Pacific Private Banking
Strong knowledge of investment products (e.g. structured products, OTC derivatives, funds, fixed income products) in Asia Pacific Private Banking environment
Familiar with Asia regulatory requirement related to suitability would be a plus
Strong data analytics skills in Excel/Macro and have good system sense
Excellent analytical and problem-solving skills; inquisitive nature and comfortable in challenging current practices
Confidence to take ideas forward and to challenge others, where appropriate
Proven ability to anticipate and identify risks and effective mitigants
Adept at developing relationships with business partners to mitigate risks

Director Private Banking Resume Examples & Samples

Manage a portfolio in the region of 150 - 275 million USD
Manage own book to generate Net New Money & Revenues for the Private Bank
Identify new prospects and develop them to become clients
Increase team work and develop team members
A proven track record within Private Banking and an existing book of Non Resident European or Arab clients
Bachelors degree OR MBA in Finance
CFA or equivalent financial services qualifications

Private Banking Resume Examples & Samples

Work with the Hong Kong Operations Risk & Control team in the production and analysis of metrics as well as ad-hoc business requests
Take the lead on developments to support the Operations team as a whole in Asia
Manage outsourcing agreements between J.P.Morgan legal entities
Regulatory Reporting
Control Self-Assessment ownership
UDTs ownership, remediation and documentation
Vendors Oversight
Handling unplanned initiatives. Drive projects with impacts across Operations teams
Establish a “best practice” chart for user developments and assist with the implementation
Support existing Access / Excel developments for operations
3 to 9 years of professional experience
Bsc or Equivalent
Strong communication skills, both oral and written
A strategic and analytic thinker, but with the ability to implement and manage day-to-day
Demonstrable expertise in at least two of the following asset classes: equities, fixed income, derivatives, structured products, mutual funds, hedge funds, private equity
Excellent command of English
Advanced SQL knowledge (transact SQL an advantage)
Knowledge of Relational Database Modelling
Advanced Access Knowledge, ability to construct and maintain complex databases
Advanced VBA knowledge, ease in handling all Access objects in code
Advanced Excel including VBA

Private Banking Resume Examples & Samples

Organize and coordinate special events or meetings
Team personnel management, manage staff on-boarding and off-boarding logistics
Handling phone calls
Maintaining group leave record
Tertiary educated with a minimum of 8 years secretarial and administrative experience with demonstrated capability to work in an extremely fast paced and highly demanding environment
Experience in a banking industry would be a plus
Strong proficiency in both written and spoken English and Chinese, fluency in Mandarin is a must

Digital Private Banking Channel Management Resume Examples & Samples

Program manage the implementation of above and below the line DPB Marketing and Communications activities with Front Office and Marketing to external clients
Act as a 'ambassador' of DPB for our clients and front office to communicate and role model how RMs and clients can optimise their use of digital tools and lead a 'digital concierge' group who attend client events and demonstrate/support clients in their adoption of the new apps
Collect and analyse client user data and work with front office and marketing to define campaigns to improve adoption and usage of the apps
Assist in developing sales related campaigns to be supported via the digital channel

Private Banking Resume Examples & Samples

Prepare Annual credit reviews for an assigned portfolio of GWM credit clients. This will require the proper use and application of the Financial Spreading Tool, (FST) to analyze borrower disclosures to determine probability of default/ obligor grades and understand the various types of collateral and associated risks to determine facility grades
Perform Collateral analysis and recommend Loss given Defaults (LGDs) using the appropriate systems
Partner with Credit Executives for portfolio reviews, risk exceptions and approval of annual credit reviews
Partner with Lines of Business to keep credit portfolio current on key risk metrics and facilitate new transactions on the assigned portfolio of clients
Document covenants and special monitoring requirements
Monitor exception reports (Unlinked, Ungraded, Overlimits, Overdrafts, Past Dues, etc.)
Aptitude for numbers; non-business majors must demonstrate quantitative competence both academically and practically
Self Motivated, team player, hard working
Strong knowledge of Microsoft Office products (Word, Excel, Power point)
Excellent communicator with strong interpersonal and presentation skills
Ability to be flexible, follow tight deadlines, organize and prioritize work
Proactive: Takes ownership of developing skill set
Quick learner: Proven ability to quickly learn the business & adapt to changing business priorities
Working knowledge of accounting principles/ financial statements
Knowledge of legal documentation, policy, and loan/credit operations a plus
Financial analysis experience

VP, RBC Private Banking Resume Examples & Samples

Coach and reinforce the importance of offering solutions that are tailored to each client’s individual needs and reflect their preferences
Demonstrate authenticity and trust in people leadership, understanding each employee as an individual and customizing approach to motivate higher performance
Engage and encourage continuous learning and development plans for the workforce to broaden and deepen technical and behavioural skills
Lead and implement change, supporting employees through communication, issue resolution and effective decision-making
Build capability of each team member supporting their development through Sales Management Practices including regular routines and observational coaching sessions to optimize sales results detailing coaching discussions and action items in employee file
Support employee in understanding and navigating career options and providing clarity and guidance on developmental activities
Effectively communicate and reinforce National Office and Head of Private Banking strategic direction, priorities, organizational values and implementation plans, ensure alignment to market opportunity
5-10 years experience in people management
Excellent communication skills in both French and English
Thorough understanding of HNW financial sales
Mutual funds licence
Financial Planning designation (IQPF) require
Demonstrated partnering skills with internal and/or external experts

Regional VP, RBC Private Banking Resume Examples & Samples

Lead, champion and participate with clients and employees at HNW & Affluent community events, business associations, sponsorships, charities etc
Know & interact with top 50 clients within the Region
Act as RBC ambassador to HNW organizations, COIs, Diverse Markets and other Influential Associations
Minimum 5 years senior sales leadership experience; 2 or more years within a strategy role preferable and/or commercial banking experience
Demonstrates strong personal commitment to the client, the employee and to corporate objectives
Combined strong achievement motivation, linked to excellent communication skills and interpersonal skills that enable successful partnering with others, to drive results
Strategic thinking mindset and discipline in identifying go forward RBC Bank opportunities
Quickly determines the fundamental essence of an issue, its root causes and conflicting points of view and seeks creative resolution
Demonstrated ability to synthesize complex opportunities, interpret and present information clearly and accurately in writing, or verbally
Ability to prioritize and meet conflicting demands, consultative, highly adaptable, flexible and effective
Canadian Security Course
Financial Planning designation
Branch Compliance Officer

Product Execution Manager, Private Banking Resume Examples & Samples

Support Product owners fulfill product maintenance obligations for North Asia Private Bank e.g. annual reviews, product performance updates, etc
Product management duties for Wealth (Investments and Insurance), Deposits and Lending (Mortgages)
Develop a client engagement framework jointly with Market Heads to aid banker-client interface
Remain current on local product related regulatory changes including legal and tax implications
Ensure adherence of product execution against regional product guidelines
Support the execution of Product initiatives in accordance with agreed plan and providing full transparency to Global Wealth Asia leadership team
Strengthen client relationships through execution of a focused, relevant, differentiated product to achieve desired client experience/changes to maximise sales opportunities

Regional Director Private Banking Eastern Region Resume Examples & Samples

Develops and executes strategic business plans by
Negotiating and executing the region’s overall growth strategy, profit plan, and sales goals
Providing direction and support to direct reports for resolution of complex client issues in a timely manner
Developing a visible community profile for Scotia Wealth Management & Private Banking
Maintaining close relationships with the region’s top clients
Serving as the primary leadership contact for the region, establishing close working relationships with other Scotia Wealth Management, Wealth Management Client Solutions and Scotiabank partners to create business line awareness and generate internal referrals
Broadening and deepening client relationships by bringing together the expertise and resources of Scotia Wealth Management to deliver multi-disciplinary solutions for Private Banking clients
Developing and maintaining an external COI network for external business referrals
Leads the sales/service management strategy by
Leading, coaching and motivating the team to exceed profit plan and sales objectives and recognizing/rewarding sales/service excellence
Actively managing performance of direct reports against sales goals/business plans
Providing effective and timely training and performance management
Developing a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Scotiabank & Wealth products and services
Managing compensation decisions and sales conflicts
Collaborating with Solutions Regional/Market leaders to designate primary relationship managers assignments
Championing and facilitating the sharing of best practices to enhance client and relationship managers experiences (e.g. strategy & business development campaigns)
Managing the overall quality and timeliness of client service in compliance with corporate policies and procedures, the operation document(s), legislation, and court precedent
Maintaining a high degree of working knowledge of products and strategies in order to effectively support Private Banking professionals
Maintaining working knowledge and understanding of Solutions capabilities
Leads the portfolio management and risk mitigation strategy for the region by
Identifying and managing problem accounts early to minimize potential losses
Ensuring effective management controls are in place
Providing direction and support for unit audits and ensuring timely responses to any audit findings and sustainment of corrective activities
Maintaining a high degree of working knowledge of regulatory and legislative requirements in all jurisdictions within assigned region
Ensuring Region complies with all regulatory and compliance requirements including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, MFDA, CDIC, Occupational Health & Safety
Ensuring strict adherence to Bank security procedures, including assigned authorities and limits
Reporting unusual or suspicious transactions in accordance with policies and escalated to Chief Compliance Officer, Private Banking as appropriate
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Managing Director Private Banking and/or Shared Services/Private Banking Head Office as applicable
Oversees compliance management for the region by
Maintaining oversight of local supervisory functions and Tier 1 compliance requirements
Partnering with Compliance to create and maintain regulatory policies and procedures including assigned authorities and limits
Overseeing the implementation and execution of regulatory changes
Ensures operational effectiveness for the region by
Managing the regional profit plan (e.g. revenue planning, expenditures, etc.)
Supporting client experience issues and the formal complaints process
Executing the Private Banker recruitment strategy for Relationship Managers and Client Service Managers by attracting and retaining top talent including maintaining a network of competitor contacts and potential recruits and fill recruitment pipeline, managing the interview and hiring process, coordinating the onboarding of new employees with the local market
Maintaining a succession plan including input into the Bank’s Leadership Resource Planning
Completing annual complement plan, monitoring staffing levels and making adjustments to plan as appropriate
Utilizing enablers (e.g. dashboard reporting, CRM, etc.) and supporting the adoption of new tools, technologies, and processes to effectively manage the region
Ensuring daily and periodic management controls are in place and effective
Provides leadership to motivate and develop individual and team performance by
Driving the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients
Ensuring the performance management process is in place and employee development is a priority for all employees on the team
Identifying and supporting training and developmental needs of team members and participation in the development of training programs
Managing staffing requirements and departmental workloads
Contribute to the effective functioning of Private Banking by
Building effective working relationships across the team and with various business lines and corporate functions
Facilitating a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
7 to 10 years of sales and operational management experience dealing with high net worth clients, including transactional support, conventional and customized lending
Thorough knowledge of Canada’s financial services marketplace with a detailed knowledge of the regional marketplace and competitive positioning
Strong knowledge of full Scotia Wealth Management offering, including the services of Scotiatrust, Private Investment Counsel and Scotia McLeod full service brokerage businesses and familiar with the Bank’s International Wealth offering
Working knowledge of tax, estate and financial planning and investment products and services
Proven strategic and tactical planning skills and proven ability to execute against the plan
Strong sales management and leadership skills to ensure the highest service standards and appropriate resources are made available to the Bank’s highest value clients
Ability to work collaboratively with other stakeholders for the benefit of the Bank’s clients
Strong interpersonal, verbal communication and negotiation skills and professionalism are essential to effectively leading sales team, and managing sophisticated clients, prospects, and COIs
Ability to relate comfortably with affluent and influential clients and referral sources in both a business and social context
Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements and general management improvements
Ability to recruit and retain top talent

Head, Private Banking Resume Examples & Samples

15 years of progressive experience in Personal/Commercial Banking with 10 of which in a Management / Leadership role
At least 5 years Business Banking experience
Expert knowledge of all Personal Banking products Bank’s Operations and Products/Services
University Degree or equivalent education/ training in a related field
MBA or CFA would be an asset
Ability to impact & influence
Customer Relationship Management
Strong organizational skills and business orientation
Operations Management
Sales routines and best practices
Strong strategic thinker
Very strong written and oral communication skills
High achievement orientation / Driven
Provide Private Banking market leadership and strategic support to the Managing Director Bahamas/Cayman/Turks & Caicos Islands
Build market place recognition with alignment of Personal Banking solutions to organizational strategy to grow revenue and provide an exceptional client experience
Build, retain and deepen high valued client relationships through effective client strategies and action plans while delivering an exceptional client experience
Deliver solutions for complex investment/ credit and/ or other wealth management needs in partnership with other RBC specialists
Actively seek to resolve private banking client’s problem resolutions
Develop high touch service standards and strategies
Lead team in delivering Private Banking business results along with sound credit risk and operational risk management as well as high portfolio quality standards
Support high quality credit book through strong client selection, thorough financial discovery, regular updating of financial position and client information
Ensure effective problem resolution: proactively identify opportunities for improved business operations, partnerships, client satisfaction

Private Banking Resume Examples & Samples

3 to 7 years of experience with in a financial services, operational or compliance fields
Review and hold individuals responsible for performance metrics and service level agreements
Ability to work under pressure and to fixed deadlines
Independent, self-movitvated, with an ability to adapt and be flexible in a team environment

Private Banking Resume Examples & Samples

Provide support to all internal stakeholders (Capital Advisors, Credit Executives, Lenders and ITM) for adhoc queries relating to collateral and limit management
Support the underwriting team for setting up of new /renewal credit facilities in accordance to the Credit and Risk policies of the Private Bank
Focus on exception management which includes margin calls/over limits/unauthorized transactions / covenants/ special monitoring and regular reporting of breaches to Senior Management
Participate in global business initiatives and provide continuous improvement through identifying best practices in products / processes / systems
Working closely with technology and project teams on increased automation
Review and update reporting metrics & KPIs regularly and provide feedback based on the metrics for requisite actions for team members
Perform credit checks & approve payments, loans and releases of client assets
Regulatory and internal reporting
Credit Risk Operations experience within Assets Management or Investment Banking
Understanding Middle Office processes like Collateral Management, Facility set-up, Transaction processing and hands-on experience supporting marketable securities, derivatives and exchange traded products
Ability to work independently, self-motivated with ability to prioritize work and meet tight deadline
Control and Risk mitigation mind-set with attention to detail
Confident and outgoing personality, with ability to deal directly with the senior people
Strong solution based problem solving and analytical skills, able to add value rather than just accept the status quo
Ability to suggest improvements and engineer process changes
Strong Excel and Access skills are an advantage

Private Banking Resume Examples & Samples

Research, follow-up and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, operations and other staff in a timely and professional manner
Manage small projects related to Private Banking’s website constant enhancements, reviewing business requirements and technical specifications and performing User Acceptance Tests
Minimum 1-2 years’ experience in financial services
Proficiency with Microsoft Office Suite (especially Excel and PowerPoint)
Proven client management skills
Fluent written and spoken English is required plus fluency in Mandarin

Private Banking Onboarding Manager Resume Examples & Samples

LI-EL1
LI-Recruiter
LI-Priority

Private Banking Resume Examples & Samples

Manage transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
Use a high level of customer service skills
Research, follow-up and resolve inquiries and issues through effective interaction with JPMC teams and other staff in a timely and professional manner
Work with clients to secure transaction instructions and complete activities

Private Banking Resume Examples & Samples

Interface with client service and bankers/advisors to understand the nuances of various clients and their banking relationships
Resolve client issues with a high sense of urgency by partnering with employees and teams in multiple areas of JPMorgan Chase
Accurately report details of all fraud cases
Preferred – Bachelors degree or equivalent experience and at least two years of customer service or operations experience, primarily in the banking or financial service industry
Preferred – Fraud experience
Excellent oral and written communications skills
Command strong ability to use various bank systems & the Microsoft Suite
Flexibility to work outside of normal business hours as required by business needs

Private Banking Specialist With German Resume Examples & Samples

Resolving internal clients queries related to securities and banking operation matters, addressed in German and English
Proactive communication to Client Relationship Managers and Assistants on solution options
Liaise with back office, front office and other functions (e.g., legal) in order to ensure high quality and no risk query resolution

Head of FCC Global Private Banking Resume Examples & Samples

While the intent of this role is to drive AML compliance, the AML risk varies by assigned line of business or geographic area. Specific business lines, geographically disbursed locations, and domestic or global product complexity must be closely managed. The AML LCO capability requirements for assigned line of business or geographic region are determined by the residual risks indicated by the AML Enterprise Risk Assessment and assessment of current business adherence to regulatory requirements
Minimum of 15 years of proven AML Compliance and Region/Line of Business experience within a global financial institution
Minimum of a Bachelor’s degree in business, related field or equivalent experience
Deep knowledge of assigned region/lines of business and risk identification capabilities is required (i.e.: risk of client composition, markets and geographies served, products and services offered)
Proven ability to work in a highly regulated, demanding and changing environment
Proficiency with personal computers, pertinent software packages and mainframe systems
Critical for Private Bank Americas: bilingual

Director, Private Banking Resume Examples & Samples

Responsible for the development and implementation of the groupÆs business plan
Responsible for the pricing and delivery of credit and depository products for the group
Responsible for the underwriting and overall credit quality of the loan portfolio
Leads the groupÆs new business effort
Assists in new product development
BS/BA with concentration in business, finance, accounting or equivalent training and experience. (MBA, CFA, CFP)
Seasoned administrator and relationship manager
Superior interpersonal, oral and written communication skills
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (ôNMLSö)

Private Banking Leader Resume Examples & Samples

Develop and manage consistent strategies to identify and capture high net worth households and build upon FCB's Wealth Management brand. Lead all client acquisition and retention efforts of high net worth client's credit and banking needs by establishing goals in collaboration with sales leadership, developing and implementing market strategies, drafting loan policy, monitoring asset quality and risk, implementing operational efficiencies and product development
Drive Private Bank performance through growth strategies, expense efficiencies, budget management and asset monitoring processes. Develop and communicate a clear and cohesive private banking process and align with a team of Regional Private Banking Managers, Private Bankers, Private Mortgage Bankers, support and operations staff accordingly
Establish and maintain effective, collaborative partnerships with internal Area and Regional General Bank leadership, along with Wealth Management partners
Manage risks associated with the Bank's Private Bank product offerings by designing appropriate policies and procedures in conjunction with Credit leadership, implementing training plans and monitoring compliance. Assess risks associated with new business acceptance, asset management, regulatory compliance and ongoing service requirements
LI-Post
Bachelor degree with a minimum of 15 years extensive experience in financial services relationship management (private banking, business/commercial banking or wealth management) including prior operational or credit leadership experience

Private Banking AML, VP Resume Examples & Samples

Advising on AML and sanctions for the Private Bank business in Singapore
Providing AML training, in adherence to country regulatory standards
Performing enhance due diligence
Providing advisory and consultancy to the business
Assisting the Head of Compliance in implementation of AML/CFT laws and regulations
At least 8 - 10 years of experience working within Compliance and the Private Banking sector
Deep understanding of AML regulations
Experience in Compliance training and strong communication skills for interacting with Front office and Senior Stakeholders

Digital Private Banking Channel Management Resume Examples & Samples

2) Program manage the implementation of above and below the line DPB Marketing and Communications activities with Front Office and Marketing to external clients
3) Act as a 'ambassador' of DPB for our clients and front office to communicate and role model how RMs and clients can optimise their use of digital tools and lead a 'digital concierge' group who attend client events and demonstrate/support clients in their adoption of the new apps
4) Collect and analyse client user data and work with front office and marketing to define campaigns to improve adoption and usage of the apps
5) Assist in developing sales related campaigns to be supported via the digital channel

Private Banking Resume Examples & Samples

Validate source of wealth corroboration according to firm guidelines
Coordinate with compliance and control function where it relates to regulatory audits / requests / initiatives
Represent the team and participate in KYC/AML related discussions, committees and forums
Manage deliverables and face off to stakeholders
Ability to handle escalations and drive to resolutions

Private Banking Resume Examples & Samples

Conduct credit analysis on an annual basis as well facilitate new transactions for an assigned portfolio of GWM credit clients. This will require the proper use and application of the Financial Spreading Tool, (FST) to analyze borrower disclosures to determine probability of default/ obligor grades and understand the various types of collateral and associated risks to determine facility grades
Partner with Credit Executives for portfolio reviews, risk exceptions and approval of credit reviews
Partner with Lines of Business to keep credit portfolio current on key risk metrics
Document credit covenants and special monitoring requirements

Private Banking Resume Examples & Samples

Assist CLT Lenders in underwriting all facilities secured by our client’s investment portfolios, including new requests and annual reviews
Assist Lender/ Credit Risk Management in monitoring of ongoing risk such as collateral shortfalls, document exceptions, past due reviews etc
Assist in special projects such as portfolio reviews, credit and exposure reports
High level of analytical skills, able to use both qualitative and quantitative tools to analyze complex financial situations
High level of attention to detail in order to ensure all work adheres to credit policy
Interest in structuring complex credit transactions with sound business judgment and risk sensitivity

FP&A Manager Private Banking Resume Examples & Samples

Ownership of monthly Private Banking Financial reporting. To collaborate with Country and Group business/country finance colleagues in providing quality management information to senior management
To ensure regular and ad-hoc management reporting requirements from Group finance in London and local Manco are met
To co-ordinate the process for preparing, validating, consolidating and analyzing of forecasting and budgeting for Private Banking to support strategic aspiration of PvB
Assist in preparation of the Half year and full year reviews with Group CFO
Partner with business on strategic growth initiatives
Use competitive intelligence, industry and macroeconomic indicators, to inform plans
RM productivity metrics forecasting and tracking
Resource allocation by product, by customer segment - expense and capital; RWA by product, by customer segment, by customer
To foster business partnering by providing finance support to support functions' managers and business planning managers
To assist senior managers in the management, planning and control functions for Finance division
8+ years of relevant experience in financial planning and analysis gained in leading financial services sector (preferably banking)
Excellent communication skills, written and presentation
Proven problem solver using quantitative techniques; strong analytical skills with ability to develop proof of concept frameworks and business cases
Team player and ability to work well within a matrixed environment
Undergrad in economics, engineering or finance; MBA or other graduate degree preferred

Private Banking Resume Examples & Samples

Working in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients, as well as in identifying new business opportunities
Prepare presentation materials, client proposals/reports, and briefings for Senior Management
Perform portfolio evaluation and analyses
Conduct industry and product research
Candidate must possess strong drive, initiative and be able to work independently
Must be adaptable and able to work in a stressful and demanding environment
Fluent in English, with Mandarin, Bahasa or any other regional languages as an added bonus
Good presentation and writing skills
Knowledge of investment products - minimum 8-10 years experience, ideally in cash equities trading and research or similar UHNW client investment experience
In-depth knowledge of local regulatory policies and guidelines

Centre Director International Private Banking Resume Examples & Samples

Lead a team of highly skilled Private Bankers who provide Wealth Management to High Net Worth families. This includes team overall financial results, excellent client service delivery, strong risk management practices and distribution of workload
Establish and manage to aggressive business growth, retention and client satisfaction goals for the units under their management, based on client segmentation data, market/economic conditions, corporate objectives and competitive positioning, and translate these into objectives for each direct report. Using results based reward and recognition strategies and programs, motivate staff to achieve their personal objectives and contribute to their colleagues’ objectives, in the areas of business growth and retention and client satisfaction. Conduct regular sales/business development meetings to recognize individual and centre achievements
Work closely with and develop strong relationships with all Scotiabank partners, including International Corporate and Commercial Banking (ICCB), International Investment Advisory (IIA) and International Wealth Structuring (IWS) and other Scotiabank officers who have contact with high net worth individuals
Analyze local market and existing client relationships and networks to develop sales growth strategies and enhance the opportunities for the referral of affluent clients who may have a need for Private Banking. Continuously promote the products and services of Private Banking, and educate staff on opportunity identification and referral processes. Develop and execute an effective business networking aimed at increasing the profile of the Centre and developing business referral opportunities
With the support of the Client Service Manager, ensure quality client service, ensure a smooth and efficient operational routine is in place, and ensure that daily and periodic management controls are effective. Perform reviews of all new business; including deposit and lending providing authorization as required. Adhere to Bank and Branch security procedures with respect to assigned authorities and responsibilities. Review client complaints to determine what, if any, compliance issues/trends are in evidence
Execute Compliance responsibilities as reflected in the Branch Services and Procedures manual by
Ensuring that Know Your Customer (KYC) and AML/ATF policies are understood and complied with
Becoming familiar with the AML/ATF Regulations which impact the Unit’s business activity
Provide direction to staff regarding group and local regulatory AML/ATF policies
Reviewing customer transactions and activity according to established policies and procedures through the daily review of the AML Reports
Submitting required AML/ATF reports such as Unusual Transaction Reports (UTRs)
Assisting in obtaining additional information from customers on SARs, UTRs, KYC, etc, as required
Ensuring that training on AML/ATF matters is provided within established policies and procedures
Report any unusual occurrences or fraudulent activity to your supervising office as soon as you become aware of it in conjunction with the Bank’s Anti-Money Laundering Guidelines
Participate in other assignments and or projects as required
The incumbent must be an experienced wealth management professional with exceptional interpersonal skills, who is able to develop solid relationships with the client base of the SPCG Centre. He/she must be a self-starter and goal oriented
The incumbent must have an excellent knowledge of all Private Banking, Retail Bank, Commercial Bank and Wealth Management products and services as well as a thorough understanding of commercial and retail credit principles. He/she must also possess strong credit skills and be able to understand and analyze the myriad of tax-driven investments
Solid sales skills, including sales management experience that demonstrates effective sales disciplines. Strong understanding of the sales process to provide support to the recruitment of the sales forceStrong interpersonal and relationship building skills through constant demonstration of approachability, ability to build trust, understanding and awareness of all Wealth products and services
Leadership, team building and strategic influencing skills and the ability to work in a cross-functional, matrixed work environment
Strong communication and presentation skills and ability to deal with all levels of management
Minimum 10 years’ experience in wealth management and / or consulting. Value added if experience in dealing with high net worth clients
Due to the market served fluency (oral and written) in English and Spanish is an asset
Excellent knowledge of investment products, taxation, retirement planning and estate planning
Ability to evaluate risk, to identify control weaknesses, contribute to the development of policies, implement supporting procedures and to report on non-compliance effectively
Possess proficiency with MS Office (particularly Excel and PowerPoint), Salesforce
Have strong contacts in the industry so as to be aware of industry issues and practices

Private Banking Resume Examples & Samples

Provide independent oversight of investment related activities, suitability and product due diligence framework
Monitor and review the key components of the suitability framework and highlight any potential control gaps
Participate in new business initiatives and other programs within the business, analyze the risks associated and challenge the control environment within these programs
Review significant risk and control trends or issues, including audit or regulatory developments
Review results of adverse internal audit, regulatory examinations, and control issues related to fiduciary and investment risk activities
Review complex, large or bespoke business activities and provide guidance for risk mitigation including, investment practices, potential conflict of interests, fee disclosure, etc
Co-chair the Asia Fiduciary Risk Committee, Co-chair the Product Due Diligence Committee, active member of the Asia Risk and Control Committee
10+ years of relevant experience in private banking risk management or other risk management capacities, consulting, operations, or audit
Degree in Finance or relevant disciplines

Private Banking Resume Examples & Samples

Pricing and Execution for FX and commodities trades: Spot, Forward, Derivatives, and Structured Products
Quantitative and qualitative analysis on markets and trade ideas (generally via excel). There is a core need for quantitative and technical skills for this position
Proficiency with electronic trading systems is preferred
Build relationships with Private Bank investors and bankers throughout the US, Europe, and Asia
Must have at least 6+ years experience in FX and/or commodities markets
Strong skills in Microsoft Excel, PowerPoint, Bloomberg and Word
Demonstrate a strong interest and passion for financial markets, international affairs and geopolitical events
Some options background – required
Able to multi-task and work well under stress
Follow economics, international finance, foreign exchange/commodities and international news events
Strong preference for the candidate to speak Cantonese and/or Mandarin in addition to English

Private Banking Resume Examples & Samples

Understand client's investment plan, goals and objectives and work with Banker to develop investment plan
Advise clients on holistic asset allocation and portfolio construction
Advise clients on tactical asset allocation shifts
Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions. These traditional transactions include equity and fixed income trading as well as restricted stock and 10b5-1 plans
Participating in new marketing initiatives with Bankers and other Integrated Team Members
Being attentive to identifying and developing new business opportunities
At least six years of prior industry experience is required
Self disciplined & self-motivated
Ability to work independently & on a team
Strong knowledge of investment products

Private Banking Resume Examples & Samples

Development and maintenance of applications built to serve Derivatives business
Follow Agile practices like SCRUM and Business Driven Development
Own a set of stories and manage their end-to-end implementation
Collaborating with BA and QA on creation of test harnesses to facilitate automate acceptance testing
Work with multiple globally distributed teams to deliver end-to-end solution(s) across regions
Presenting and demoing to users, stakeholders, and technology groups
Understanding and communicating business and securities trading processes
Promoting/implementing excellent user experience and system performance
BSc degree, preferably in Computer Science / Engineering or similar discipline
Strong computer science fundamentals such as algorithms, data structures, multithreading, object-oriented development, distributed applications, client-server/service oriented architecture
Java development fluency with 3-7 years experience
MSc degree, preferably in Computer Science / Engineering or similar discipline
Financial Services industry experience & understanding of OTC derivatives
Track record of delivering quality products
Object-oriented and MVC JavaScript experience, knowledge of UI Frameworks such as Sencha Ext-JS and jQuery
User interface design experience developing user-facing software
Strong understanding and experience with secure web protocols HTTPS/SSL/TLS
Integration technologies experience such as middleware message queues, Mule ESB
JavaScript, HTML, CSS development skills with 2-3 years experience
Distributed caching experience with technologies such a Gemfire
Transactional database development experience and performance tuning
Scrum methodology experience
Exposure to HP's Application Lifecycle Management tool
Experience with large complex projects with distributed development teams
Murex MX.3 and MxML
NoSQL database like MongoDb, Cassandra
Working knowledge of FpML protocol

Private Banking Team Leader Resume Examples & Samples

10 or more years experience in client contact or leadership role in Private Banking, Commercial Banking or related financial industry with a focus on accuracy, service and accountability to deliver results, both individually and with a team
Demonstrated strong functional knowledge of credit, investments, trusts and financial planning
Strong sales skills and evidence of strong sales results
Evidence of ability to develop relationships, sell and close business

Private Banking Wealth Liaison Resume Examples & Samples

Bachelor’s degree – business or finance major preferred, or equivalent work experience
Up to 5 experience years in banking or financial services
Ability to multi-task, quickly change direction with independent work ethic
Regular travel to assigned branch territory including outside of normal business hours
Proficiency in all Microsoft applications: Excel, Word and PowerPoint
3+ years’ experience operating in the Retail branch environment
Previous experience working with fiduciary and investment products

Private Banking Resume Examples & Samples

Lead a small team of developers to focus on analysis, design, development and testing of software applying best practices of Software Engineering at every phases of the development process. Hands on experience is required
Collaborate with the business users, developers, support teams and release management located in various locations globally
Attention to detail, high level of accuracy
Good Communication skills
Judgment/Initiative
Independent worker in a team-based environment
Outstanding development skills in Java (Core Java and JEE) and Javascript (EXT-JS ideally)
Strong SQL skills (ideally Sybase Transact-SQL)
Experience in Service Oriented Architecture (REST, SOAP, ESB) and BPM/Workflow tools
Experience with Agile practices (Scrum, TDD, BDD,…)
Exposure to Continuous Integration tools (Jenkins), Monitoring tools, automated release processes will be added advantage

Private Banking Resume Examples & Samples

Analysis, Design, Development and Testing of software applying best practices of Software Engineering at every phases of the development process
Collaborate with the business analysts and developers, support teams and release management located in various locations globally
Quick learner
Strong SQL skills: experience in writing Stored procedure (ideally Sybase Transact-SQL)

VP, Private Banking Gfcc Investigations Resume Examples & Samples

Provide centralized surveillance to detect patterns of money laundering
Identify and report suspicious activities in accordance with filing requirements
Disposition the automated and manual cases through investigative processes
Use a variety of intelligence, data sources, and tools to investigate activity that has been associated with money laundering or the financing of terrorism
Identify and refer Significant SARs to Legal
Prepare and file suspicious activity reports in accordance with local laws
Presenting recommendations to senior Compliance members for discussion; and articulating arguments to substantiate recommendations and presenting arguments in writing
Serve as primary interface with the lines of business and law enforcement for all AML investigation related matters
Deal on a timely basis with enquiries from Regulators, Law Enforcement Bodies and internally from the business
Provide updates to senior management on the overall effectiveness of program
Assist in managing a team of experienced investigators and the expansion of the team ensuring appropriate skill sets
Conduct AML/CTF related investigation trainings to investigators, other compliance members or the lines of business when required
Produce, review and act on Monitoring & Investigations related management information at an APAC level as required per firm's MIS reporting framework
Implement and maintain relevant inspection and repair (quality control) processes
Assist with establishing and maintaining functionally-aligned, but managerially-segregated quality testing (quality assurance)
Assist in implementation of global TM&I policies and procedures in Asia, both with business and within Asia GFCC team
Assist with and manage implementation of AML related projects and support other AML units on an ad-hoc basis
Meticulous
Strong management and leadership skills, including effective project management abilities
Good communication and organizational skills
Strong analytical ability and logical thinking
Independent decision maker, able to make time-sensitive assessments
Occasional travel may be expected
Law / Accounting / Business / Finance Degree
Minimum 7 - 8yrs of relevant Compliance management experience in Risk or AML related discipline preferably with a global financial institution
Sound knowledge of AML / Financial Crime regulations in APAC, including in-depth practical experience in implementing/advising on AML Monitoring & Investigations and SAR filings
Knowledgeable in Microsoft applications - Excel, Word and PowerPoint

Private Banking Resume Examples & Samples

Define and deliver strategic project initiatives in coordination with the Operations, Solutions and Business management team
Define business needs, requirements and specifications for banking or financial markets applications
Drive initiatives to ensure results are delivered on-schedule, within scope and on-budget
A strong sense of ownership and responsibility
Drives results through leadership, people, communication and influence
Multi-tasker who can manage multiple streams of work concurrently
Willingness to make decisions, while ensuring buy in from stakeholders
3 to 7 years of experience with in a financial services, operational or project management experience
Strong organizational, prioritization skills and project management skills
A strategic and analytic thinker, but with the ability to implement and manage day-to-day tasks
Creative, ready to think outside the box and add input to improving existing workflows
High attention to detail and solid analytical skills. Have the ability to understand processes and be able to map out requirements and end-to-end assessments with the end goal of identifying gaps
Ability to take initiative and work without constant supervision
Team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand & time-sensitive initiatives

Private Banking Resume Examples & Samples

Set priorities, vision, and objectives for newly defined controls management organization
Leading and managing teams focused on
Significant experience managing a diversified team
Understanding of wealth management business including associated products, services, regulatory/control requirements
Proven leadership experience and ability to attract, develop and retain a team of high-performing professionals
Demonstrated success in partnering with multiple stakeholders and ability to work across cross-functional teams
Strong results-orientation and demonstrated ability to influence and drive change and best practices across a large organization
Excellent communication skills and ability to interface globally with all levels of the organization, from senior management to subject matter experts

Private Banking Resume Examples & Samples

7+ years experience with bank loan, mortgage, loan, credit and derivative products
Experience and proven success with banking concepts including, but not limited to: investment real estate loans, concentrated collateral loans, aircraft lending, commercial real estate and bridge loans
Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning
High level of analytical skills, including financial analysis
Ability to identify and analyze credit opportunities and the attendant credit risks
Familiarity and expertise with credit documentation
Ability to maintain a balance between marketing and credit risk roles
Expertise in credit and derivatives transactions
Experience in structuring complex transactions
Written and spoken fluency in English, Cantonese and Mandarin; knowledge and experience in doing credit business in Hong Kong

Private Banking Resume Examples & Samples

Work with the Market Manager of the Greater China team to execute business strategy in different areas such as sales management, risk controls, events, and firm-wide initiatives
Connect with Integrated Team Members on priorities and implement important business initiatives
Gather data and perform analysis for the Greater China team and identify trends and opportunities for business improvement
Establish strong working relationships with all business partners throughout the Private Banking organization - across functions and geographies
Support the Market Manager in communication with the Integrated Team Members and Private Banking organization
Organize, set agenda and prepare materials for the team management meetings, leadership events etc
Assist with budget and financial planning including staff and headcount planning for the Greater China team
Minimum 2 years of work experience within the financial services industry, ideally with exposure to project coordination / business management
Superb computer skills - Word, PowerPoint, Excel
Articulate in written and verbal communication, native to fluent written and spoken English, Chinese language (Mandarin) skill a major plus

Private Banking Resume Examples & Samples

Work closely with the Asia business stakeholders, the technology teams across Asia and other regions
Collaborate with the business analysts, developers, system architect, various support functions and release management located in different locations globally
Outstanding development skills in Java (Core Java and JEE) and Javascript (React-JS ideally)
Strong SQL skills: experience in writing stored procedure (ideally Sybase Transact-SQL)
Experience in Actimize is a definite plus
Experience with Agile practices (Scrum, TDD, BDD)

Private Banking Products Resume Examples & Samples

Cross Organizational Collaboration: partner with PBG Sales, PBG-Product, PBG functional support groups and MSWM staff and field management teams to develop and execute strategies that integrate Wealth Management practices and PBG solutions to drive FA and client engagement
Content Development: Create strategic educational content for use with various constituents to frame the PBG product value proposition and highlights its utility in the Wealth Management context
Cross-Product Engagement: Engage in efforts for new cross -Product initiatives in partnership with PBG Sales and PBG Product teams to develop consistent positioning
Cross-Wealth Management Engagement: Engage with partners in other areas of Wealth Management to develop cohesive positioning in line with our client’s multidisciplinary goals
Wealth Planning: Provide PBG representation in Wealth Management planning initiatives and engagement with the field
Marketing / Communication activities: Engage with Marketing and Communications to ensure coordination and consistency of PBG cross-Product strategy as represented to the Field and to Clients
Minimum three years’ experience with Private Banking Products and the Financial Advisor Channel
Product subject matter expert with emphasis on positioning PBG products for Advisors in consultative solution based manner; specific Product expertise in Securities Based Lending, Mortgage and/ or Banking Services is highly preferred
Ability to attend ultra-high net worth client meetings representing Product as requested
Ability to facilitate Financial Advisor/ Private Wealth Advisor recruit meetings representing Product as requested
Participate and structure Advisor-Client Portfolio Review Meetings for Product representation, as required
Functional experience in strategy, marketing, communications, data analytics/metrics
Proven ability to work collaboratively and effectively in a matrix organization to achieve PBG’s goals and objectives
Proven successful track record with a product specialist team
Ability to create engaging, informative, well-organized messages for Senior Management
Strong interpersonal skills with a demonstrated ability to gain buy-in across multiple disciplines and drive execution
Meticulous follow-up and follow through
Demonstrates positive initiative and leadership and comfortable working in a fast paced environment
Problem solving and strategizing capabilities
Excellent Microsoft Office skills including the building of Power Point presentation decks

Private Banking Traineeship for Brussels Resume Examples & Samples

Managing a portfolio of 130 to 150 private customerswith a high level of potential
Preparing and providing integrated solutions according to the specific requirements of these customers: investments, asset optimisation within the scope of Belgian law and taxation systems, loans, insurance policies, property asset management, etc
Utilising the professional support of our specialists and branch network where required

Private Banking Credit Resume Examples & Samples

Ensure the quality of credit portfolio of Private Banking Hong Kong Booking Centre is maintained within agreed risk appetite as well as assisting the company to achieve long term growth with acceptable returns
Review and approve credit applications under policy and regulatory guidelines
Approve ad-hoc and exceptional requests within delegated approval authorities to ensure meeting the group standards
Supervise one junior staff to support credit documentation issuance
Good knowledge and understanding of credit documentation and able to provide advice on non standard credit cases
Work closely with Legal, Compliance, COO office and Business on credit related issues including credit documentation, implementation of new regulatory requirements, change of credit policy & guidelines, etc

Wealth Management Private Banking Managing Director Resume Examples & Samples

Bachelor's or Master's degree in Accounting, Finance or other related field
10 or more years of banking experience
Expert knowledge of unit(s) and relation to industry

Private Banking Resume Examples & Samples

Establishing Haircuts/Initial Margin on global securities and derivatives using approved methodologies. Reviewing new markets/products and suggesting analytical improvements as appropriate. Partnering with business and technology to adapt to new products, business initiatives, and market conditions
Supporting the business by reviewing potential transactions; providing market risk impact and possible mitigants to front office and credit executives
Performing stress tests and other risk analyses on securities and derivatives portfolios, analyzing results andcommunicating to credit executives using existing risk tools
Preparing and analyzing management reports to meet internal and regulatory requirements. Communicating results to credit executives and senior management
Continuous analytics and process enhancements to strengthen risk management framework (e.g., stress testing, wrong-way risk, policy, etc.)
Ensuring consistency is maintained across the global team
Bachelors Degree – Finance/Economics or quantitative fields preferred
Strong quantitative skills – experience with statistical analysis preferred
Ability to work independently and to multitask
Interest in Capital Markets and related products
Familiarity with CVA, derivatives valuation, risk drivers, stress testing for securities and derivatives
Strong Excel skills – familiarity with VBA and SQL preferred
2-4 years of market risk background preferred

Lending Specialist, BMO Private Banking Resume Examples & Samples

5 - 7 years banking experience
Expert knowledge of BPB processes & procedures, and interrelationships
Working understanding of risk management parameters
Working knowledge of personal and commercial credit and non-credit products
Consistently demonstrates intermediate credit expertise
Intermediate level communication and relationship development skills
Planning and organizing skills and ability to manage multiple priorities
Self-motivated and a team player
Intermediate skills in client discovery and interviewing
Strong client service orientation

100

Private Banking Resume Examples & Samples

Risk Management - monitor exceptions and work with Investors to conduct 'what-if' scenario based analysis
Create Mandates - Must be reviewed by Investor for approval and signoff before delivering
Monitoring of fee schedules and billing
Receiving and screening phone calls
Familiarity with JP Morgan Private Bank systems Workstation and PI Web preferred
Fluent written and spoken English, Chinese language skill a major plus

101

Market Manager, BMO Private Banking Resume Examples & Samples

University degree supported by a professional designation (MBA, CA, CFA, LLB)
Approximately 10-15 years of related experience
Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends
Broad and diverse background of the financial service industry and expert knowledge of the banking, and personal & commercial credit disciplines for the high net worth (HNW) markets
Expert knowledge of all compliance and industry regulations for the Private Bank
Strong client relationship management skills; comfortable dealing with entrepreneurs, corporate executives and the external market
Expert presentation skills; both verbal and written
Ability to communicate complex advice, solutions, and in-depth knowledge of technical aspects of the LOB in a comprehensive and practical manner
Strong leadership and management; understands and navigates existing work, organization and power structures, and makes recommendations with a clear sense of organizational impact
Expert ability to build and maintain a diverse team who works toward the achievement of clearly defined individual goals while maintaining a collaborative understanding and focus on the overall business purpose and direction
Expert conceptual and strategic thinking, good ability to take a holistic and integrative view, and consideration for influence and impact on various levels within the business

102

Private Banking Resume Examples & Samples

Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations and obtain additional documentation from clients as per new regulatory requirement
Assists Bankers in preparation for client meetings and marketing trips, and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening
Good working knowledge of all Private Banking products and the relevant operational aspects; understanding of the documentation, corporate action in related to securities and cash/securities settlement requirements
Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
Adaptable and able to work in a demanding and unpredictable environment, detail-oriented, think out of box, with market sense and result-oriented

103

Lending Specialist, BMO Private Banking Resume Examples & Samples

A. Business Delivery and Operations
B. Risk Management and Control
C. Change and Innovation
D. Partnership
7 - 10 years banking experience
In-depth understanding of risk management parameters
In-depth skills in client discovery and interviewing
Sales experience with ultra-high net worth clients
In-depth credit expertise as defined by the maximum Discretionary Limits and Credit Qualifications Standards in P&P 100-20#17
Completion of BMO HPB Advanced Lending Seminar or equivalent job experience
Experience in providing credit training to others within development plan timeframes
Experience providing recommendations on complex client solutions and credit structure
Experience maintaining portfolio quality on portfolios with a predominance of complex clients
Impacts and influences others at an in-depth level
Advanced communication and relationship development skills
Presents professional image to ultra-high net worth clients and positions role with the deal team

104

Private Banking Resume Examples & Samples

Support the Senior Business Manager in managing run-the-bank business agenda, achieve overall business platform sustainability and contribute to different business improvement and strategic initiatives
Support the business platform through day-to-day support and maintenance of important business processes, which require collaboration with different departments in Private Bank business
Manage various key governance processes for the business including policies and procedures governance, regulatory reporting governance, outsourcing governance. Support various operating and management committees and provide inputs to different governance body through production of key business metrics
Participate in multiple business initiatives driven by senior management and contribute in executing project deliverables and manage changes to existing business processes
Produce key business metrics, maintenance of different business inventory using Excel or SharePoint. Gather business data and perform analysis using Excel to produce metric summary and produce management updates
Identify and fix issues, gaps and execute changes to the business processes to achieve efficiency and maintain the effectiveness of control measures
Approximately 3 years of work experience within the financial services industry, ideally with exposure to change management / project and business management
Strong multitasking skills, attention to details and timeliness
High productivity individual, able to work under pressure to meet deadlines independently
Keen to learn and proactive to take on new responsibility
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels and build trusted relationships Sharp business acumen, articulate in written and verbal communication
Problem solving mindset, ability to take initiative to handle and resolve issues
Possess strong analytical skills. Solid computer skills especially in Excel, knowledge in SharePoint site management and workflow will be an advantage

105

Private Banking Team Head for Indonesia Resume Examples & Samples

7 - 15 years portfolio management and proven experience in Private Banking already
An existing profitable portfolio of over US$250m, predominantly Indonesia focussed
Eagerness to develop your career and take the next step up into Management

106

Trust Administrator, BMO Private Banking Resume Examples & Samples

Client & Relationship Management
Administrative/Sales Support
Team Participation
Risk Management
Undergraduate degree or equivalent industry experience
Advanced knowledge of Estate and Trust products and services
Working knowledge of BMO BPB Platinum Banking & Investment Management products and services
Trust industry experience (1-4 years)
Successful completion of the Canadian Securities Course (CSC)
Enrolled in, or has completed a Financial Planning or Personal Trust accreditation program through ICB or equivalent
Potential for enrollment in the Professional Development Program (PDP) for Trust
Strong customer service focus
Communication skills (Advanced)
Able to handle high pressure situations with tight turnaround
Organization skills (Working)
Advanced knowledge of computer applications (Word, Excel, Global Plus and Optimizer)
Ability to deal with complex, controversial, and sensitive Investment Management issues (Advanced)
Open to change and acts as a change agent for new initiatives (Advanced)
Demonstrated history of responsiveness and problem-solving capabilities
Participate in client presentations (Advanced)
Participate in research, analysis and marketing (Working)
Project support/coordination (Working)
Conduct TA Training (Working)
Solicit referrals and suggest increased offerings (Working)
Proactively identify and recommend opportunities for process improvement, customer service and technology
Mentor new employees (Working)

107

Private Banking Resume Examples & Samples

Support the first line of defense function to offer support in the control, monitoring and surveillance processes on different business activities
Set up and provide ongoing monitoring business controls around policies / procedures / regulatory requirements
Manage various key governance processes for the business including policies and procedures governance, regulatory reporting governance, outsourcing governance
Support various operating and management committees and provide inputs to different governance body through production of key business metrics
Produce key business and/or control metrics and provide maintenance of different business inventory using Excel or SharePoint
Approximately 3 years of work experience within the financial services industry, ideally with exposure to change management, project, control function
Keen to learn and understand the business processes, governance, risk and control framework within Wealth Management industry

108

Private Banking Resume Examples & Samples

Provide high quality, high touch service to Private Banking clients
Assist Private Banking clients (over the phone, by email, in person) with all aspects of the online experience such as authentication (first time activation, password reset, website navigation, and explanation of financial data)
Promote the website and various services to internal staff, organise trainings, run demos, create user statistics
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, operations and technology in a timely and professional manner
Manage projects related to Private Banking’s website enhancements, working hand in hand with technology business analysts to document business requirement and review developments, participate in discussions with various stakeholders such as Compliance, Legal, IT Risk, and Business
Performs User Acceptance Tests on the site in both English and Chinese multiple times a year
Bachelor's degree required with a minimum 3 years of experience, preferably in financial services (financial products knowledge a plus)
Strong interpersonal, verbal and written communication skills (English and Mandarin a must)
Able to provide a first class service to Private Bank clients and sometimes handle difficult conversations with very demanding clients
Demonstrate Project Manager abilities along with drive and self-motivation while multi-tasking and managing priorities effectively
Proficiency with Microsoft Office Suite (minimum Excel & PowerPoint)
Personal attributes

109

Real Returns™ India Restart Your Career as an Experienced Private Banking Professional Resume Examples & Samples

A cover letter which would help us understand your reasons for the career break and any other breaks in your overall career
Your most recent resume with experience details
Your expectations from Real Returns program and how do you think this program will help re-launch your career

110

Private Banking Resume Examples & Samples

Build strong feedback and tracking mechanisms for key analytics/business initiatives
Develop an in-depth understanding of the data assets across the JPMC enterprise
Actively collaborate with technology to bring analytics pilots into production environments
Evolve and refine measurement frameworks and KPIs for digital assets within the Private Bank
Work with the team to focus and prioritize the digital analytics agenda to align with overall strategy and business value
Partner with a variety of JPMC data, digital, technology and business colleagues to solve problems
Communicate findings to stakeholders to help drive the delivery to market
5+ years of relevant experience analyzing data across multiple channels
Great communication skills, team player, self-starter, demonstrated strong work ethic
Ability to communicate effectively with executives, business partners, and technical resources in analytics and data management
Experience working with relational databases using SQL
Hands on experience with Business Intelligence (BI) tools (Tableau, Adobe Analytics / SiteCatalyst, Google Analytics)
Structured thinker with passion for analyzing results and digging deeper
Experience of Finance, Banking, or similar businesses a strong plus

111

Private Banking Resume Examples & Samples

Participate in short-middle term project deliverable. Design, develop and establish key reporting standards. Consistently follow up on requests, tasks, and assignments
Work independently and under minimum supervision to deliver a project milestone or a set of milestones. Be recognized as a key participant to deliver on the project
Identify project objectives and plan solutions. Define action plan for meeting project milestones. Set and achieve realistic targets. Build efficient project MIS and proficient in using appropriate business tools to undertake project work
Produce project materials adapted to business needs with limited supervision, be proactive in improving project management materials (with regional and/or global peers)
Frame out clear feasible solutions and execute project deliverables in a timely manner. Effectively prioritize workload and keep others informed of progress
Update correctly and consistently the project reporting and documentation. Demonstrate attention to detail and consistently produce quality work. Ensure delivery of relevant team procedures
Build relationships with stakeholders, demonstrate the ability to identify, partner, and navigate with players and key SMEs and functions in JPM as to facilitate problem-solving and capitalize on opportunities
Be a team player and support on boarding of new team members. Demonstrate the ability to learn, understand, break down issues, and educate others
Understand how other functions work and build relationships (e.g. Operations, technology, Control functions) in order to effectively deliver
Understand the project subject matter and context, including regulatory environment. Apply knowledge in assessing issues and solutions and educates others
Contribute in meaningful and appropriate ways to meetings or calls. Clear, concise and confident written and oral communications ( "straight to the point" mind-set). Make results of own analysis understandable, enabling others to accept and buy-in to conclusions
Take initiative in identifying and escalating opportunities to positively impact business objectives/bottom line. Weigh options and proposals critically and thoroughly through the use of a variety of information sources and tools. Display critical thinking and challenge solutions, display sound business judgment. Determine implications and consequences of analyses, anticipate next steps and potential obstacles, and make appropriate adjustments. Solve problems and define and own solutions
Demonstrate a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development. Demonstrate team spirit
Clear and confident verbal articulation of knowledge and ideas. Provide clear and efficient written communications. Know the audience & adapt communication style, method, and messaging based on need, level, and function. Lead meetings with stakeholders and peers to efficiently and effectively reach productive results
Build a risk and control mind-set by identifying issues and building controls to mitigate risk. Consistently able to describe a risk accurately including what risk is posed, and to describe how mitigated. Understand regulatory environment and regulations related to project
Bachelors or Master’s Degree from an accredited institution with superior academic performance
Experience in financial services industry and/or interest in Wealth Management
Highly disciplined individual, self-motivated, delivery focused with the ability to work independently and multi-task while remaining focused on accuracy and attention to detail
Solid organizational skills required and project management skills a plus
Experience in project management and / or understanding of business process modelling, business systems development life-cycle
Experience in documenting business requirements and functional/design specifications, process flows and re-engineering of business process / procedures
Strong interpersonal skills with the ability to work independently and in a team environment
Excellent communication and presentation skills. Strong preference for multiple languages
Analytical aptitude
Strong proficiency with MS Excel, Word, PowerPoint. Project, Access & Visio is a plus

112

Private Banking Resume Examples & Samples

Creates and executes project work plans and revises as appropriate to meet changing needs and requirements
Prepares for engagement reviews and quality assurance procedures
Continuously monitor progress in terms of the status of the plan and the budget and report back to the project stakeholders via weekly or other progress reporting and by organizing and managing status meetings
Effectively conveys our message in both written and verbal business development discussions
Ensures project documents are complete, current, and stored appropriately
Facilitates meetings effectively and communicates relevant project information to interested parties
Resolves and/or escalates issues in a timely fashion
Understands how to communicate difficult/sensitive information tactfully
Identifies opportunities for improvement and makes constructive suggestions for change
Suggests areas for improvement in internal processes along with possible solutions
Motivates team to work together in the most efficient manner
2 to 5 years’ experience within Banking and Finance industry and a generalist understanding of infrastructure technology
Hands one experience with credit/lending products
Strong understanding in financial products, i.e. option trading, structured products, alternative investment products etc
Prior experience in: private banking or investment bank or asset management
Ability and willingness to travel abroad

113

Private Banking Lending Specialist Resume Examples & Samples

Working knowledge of personal credit and non-credit products
Working knowledge of loan audit & compliance requirements
Experience in orienting new hires and job shadowing
Working level communication and relationship development skills
Working level skills in interviewing high net-worth clients; learning to conduct deeper client discovery

114

Private Banking Specialist Resume Examples & Samples

Manages the day to day banking relationship for an assigned portfolio of high net worth customers. Develops and maintains a comprehensive understanding of customer goals and risk tolerance and ensures that financial strategies are kept current and appropriately aligned with client objectives
Initiate and execute a sales strategy for growing the business within specific client segments for the business and suggest new areas to develop. Build, promote, market and maintain an adequate pipeline of opportunities to meet revenue goals. Manage overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship. Establish a referral network and gain introductions to potential clients that generate new business
Responsible for growing assets under management by developing new business through proactive sales efforts with both existing customers and new customers. Responsible for expanding and deepening client relationships by comprehensively identifying customer needs and matching those needs to solutions within the business line and across all business lines of the bank
Provide deposit and lending expertise while collaborating with a customized team of experts to consistently deliver advise-based solutions that simplify financial complexity to achieve the customer's goals. Resolve highly technical questions and problems presented by customers and management concerning transactions in accounts and complex day to day operational issues
Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings monitoring covenant compliance. Prepare marketing materials for prospective and existing customer presentations. Responsible for all loan documentation, including third party document coordination, completion, review and funding/booking process
Works with Private Bankers and management to ensure portfolio administration and risk management of each customer relationship is in compliance with established Associated Bank credit policy, procedure and business strategy as well as all applicable regulatory guidelines
Develop financial expertise and familiarity with bank products and services to ensure a superior customer service experience. Provide a service level that consistently exceeds the expectations of the customer. May provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends through bank approved sources
Actively participate in community and business functions/groups to promote the image of the Bank as an integral member of the community, committed to the goals and interests of the community. Establish referral and centers of influence contacts within the community
Participate on special projects and complete special assignments as required

115

Private Banking Resume Examples & Samples

Ownership of unified, consolidated work plan for DWM rollout across Asia Markets program in Asia across all relevant areas for the initiative including online trading, online account opening and digital advice
Responsible for continuously driving the DWM program forward in Asia including the development and deployment of brand new digital capabilities, as well as the refinement and expansion of existing digital capabilities
Ground all Asia stakeholders in a centralized source of detailed and up-to-date information about the DWM initiative, and serve as primary point of contact for all detailed inquiries into program scope for the Asia business
Represent the Asia business at the global level to ensure regional priorities are considered and addressed
Facilitate overall, end-to-end program governance structure, including regular updates to the regional and global Steering Committees and the governance of specific digital offerings
Help the Digital Leadership team, and each DWM workstream lead prioritize efforts by providing an intuitive, fully-rationalized view of benefits and trade-offs to set and manage expectations
Conduct ad hoc analysis on various elements of the program and present findings with clear, logical structuring
Manage a fluid and substantial queue of open items, matters requiring attention from management, issues needing resolution and decisions that must be made for DWM program to aggressively press forward
Host frequent, recurring project meetings with appropriate stakeholders, leveraging transparent and timely communication to ensure tight connectivity and directional alignment across the program
Partner with control functions to ensure successful delivery within local regulatory frameworks
Proactively identifying key program risks and opportunities, and contributing innovative suggestions for improving digital program and increasing its efficiency
Define meaningful metrics to measure successful implementation of the program, including client engagement with content
Consistently synchronize with working teams on detailed roadmaps of future content development, roll-outs and releases, as well as the overall long-term strategic vision for thought leadership and it’s integration into the end-to-end DWM offering and experience
15+ years of experience working in financial services, preferably in wealth management
Background in client experience initiatives and appreciation of digital transformation in the banking industry
Advanced business degree and/or certification preferred but not required
Expertise in defining, building and executing rich project plans, and ideally their associated operating models
Ability to manage tight delivery timelines and execute with calmness under intense pressure with exceptional attention to detail and accuracy required
Ability to prioritize projects and efforts according many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs
Outstanding analytical and problem-solving skills combined with a solution-oriented mindset
Demonstrated track record of a polished leadership style that fosters teamwork and collaboration
Excellent written and oral communication skills, including the ability to influence people at all levels across a broad variety of job functions
Strong commitment to professional responsibilities, a degree of self-motivation suitable for a “start-up” team, and superior work ethic with adaptability to push beyond standard hours during busy periods to meet tight deadlines

116

Private Banking Resume Examples & Samples

Maintaining the operating effectiveness of the control framework over non-investment related business activities
Execution of controls over various processes including but not limited to Cross Border governance, Voice & Call Memo review, Consecutive Leave monitoring, Code of Conduct monitoring, centralized investment related controls etc
Working with key business stakeholders, legal, risk, and compliance to identify, set and execute against business control priorities
Develop subject matter expertise and accountability for the front to end control processes for certain critical risk themes across the Asia Private Bank
Support the team for the front to end control processes for certain critical risk themes across the Asia Private Bank. More experienced candidates may be considered for being subject matter experts and be accountable for certain more critical risk themes
Comparable roles, Compliance, Surveillance, Risk/Operational Risk management or Audit experience is a benefit
Ability to work well on an integrated team. Team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives
Strong MS Excel and PowerPoint skills

117

Private Banking Resume Examples & Samples

Generate core and opportunistic stock ideas (within the universe of JPMS LLC Research stocks rated Neutral or Overweight), and work with the Equities team to create investment vehicles around these ideas (e.g. cash equity, structured products etc)
Regularly speak with internal bankers, clients and prospects to pitch the team's capabilities and stock ideas
Provide advice on clients’ equity holdings and portfolios and answer inquiries about individual stocks
Minimum experience of 8 years doing Asian equity research, portfolio management or equity sales
High level of familiarity with Asian stocks, market insights, flows and trends and is able to consistently generate single stock investment ideas
Possesses strong written and oral presentation skills to confidently and clearly articulate views and market equity ideas
Mandarin and/or Cantonese fluency would be a distinct advantage

118

Am-private Banking Resume Examples & Samples

Verify and maintain data quality on the client position and front platforms
Maintain regular controls on Metrics/KPIs
Work closely with offshore teams
Effective interaction with internal clients
Provide full support to internal areas
Students of Business Administration, Economics, Engineering
Fluent in English and Portuguese
Excellent written and verbal presentation skills
Interpersonal and intercultural communication skills
Knowledge of MS Office package, mainly Power Point and Excel
Able to work in an evolving and dynamic environment
Strong relationship / partnership skills
Knowledge in financial products is a plus

119

Lending Specialist, BMO Private Banking Resume Examples & Samples

Consistently demonstrates personal credit expertise
Personal discretionary limits
Experience maintaining portfolio quality on portfolios with personal clients
Impacts and influences others at an working level

120

Private Banking Resume Examples & Samples

Enhance the value proposition of the Private Bank by helping clients understand, navigate and position themselves in relation to the tax, estate planning, immigration, asset protection, family governance and philanthropic aspects of wealth
Identify and articulate client needs, and meet those needs through the proper and skillful use of trusts, foundations, companies, private funds, partnerships, contracts, insurance and other tools
Facilitate the design and implementation of solutions with internal partners as well as external parties such as law firms, independent service providers, brokers and government agencies
Travel with Bankers to see clients and prospects
Provide input into business development and management as part of an integrated banking team
Degree holder or above with professional qualification in law, tax or accounting
7+ years of working experience in taxation, estate planning, trusts and transactional (particularly liquidity events such as IPOs)
Cross-border planning experience, particularly experience with offshore structures
Expertise in law and regulations on topic such as taxation, trusts, foreign investment, and succession and inheritance
Required to have a general working knowledge of trust and company administration matters and procedures
Excellent interpersonal skills and client relationship-building / and marketing skills are required for success in this role
Ability to work and partner very well with colleagues
A self-starter, well organized, able to work independently and to manage own case load
Able to manage large / complex structuring projects
Strong communication skills in English and Cantonese
Prior experience in private client relationship management strongly preferred

121

Private Banking Resume Examples & Samples

Coordinate and align business priorities, drive business process improvements across the functions for WMIS
Represent the WMIS function on governance committees for strategic initiatives, client experience and regulatory change
To support the business through managing business platform and contributing WMIS driven initiatives
Help managing the business platform provide day-to-day support and maintenance of the business processes owned by the WMIS office

122

Private Banking Resume Examples & Samples

Processing of transactions initiated by Private Bank clients, Private Bank Investors, or events initiated by the issuer of financial products. This covers the trade booking of OTC products predominantly but may also include equity, fixed income, structured products, listed options and foreign exchange transactions
Ensuring that confirmation of trade execution in the form of preliminary trade confirmations, trade advices and term sheets (where necessary) are sent to clients both timely and accurately
Assist in migrating various tasks and activities currently being performed in EMEA to Singapore such as long-form confirmations and regulatory reporting
Derivatives background /product knowledge would be advantageous
Basic knowledge of all other financial products across different asset classes (equity, fixed income, structured products, listed options, FX etc…)
Basic understanding of regulations impacting our business (Dodd Frank, EMIR, MiFID, HKMA, MAS etc…)
Proficiency in Murex is a plus
Proficiency in MS office applications (Word, Excel, Access would be advantageous)

123

Private Banking Resume Examples & Samples

Managing a team of trade support analysts
Ensuring trade tickets are captured both timely and accurately upstream and set to appropriate status for booking downstream
Ensuring that booking for both client and market leg trades are done promptly, that swift messages are sent to the relevant custodian and cash correspondents before market deadline to ensure timely settlement of market trades
Ensuring that confirmation of trade execution in the form of preliminary trade confirmation and term sheets are sent to clients both timely and accurately
Migrate various tasks and activities currently being performed in EMEA to Singapore such as long-form confirmations and regulatory reporting
Monitoring and validating daily transactions and ensuring various deadlines are adhered to
Acting as a point of escalation for Front Office and liaise with internal/external counterparts for any queries concerning transactions or trades
Maintenance of Middle Office procedures and ensuring consistency of processes across regional trade support teams
Work closely with the technology team around implementing Middle Office initiatives, global/local system roll-outs and projects involving requirements gathering, migration and UAT
Tertiary educated or above
Solid project management and process re-engineering experience is preferable
Good stakeholder management skills
Excellent client orientation, able to learn the business quickly and provide effective solutions
Strong attention to detail and ability to work effectively to tight deadlines
Good analytical skills (good at problem solving and devising solutions)
Ability to make quick, logical decisions in fast changing environment
Experience in supervisory/managerial role w be advantageous
Minimum 5 years of experience in banking operation with a combination of middle/back office function
In-depth knowledge of OTC derivatives processing, transfer and settlement
Strong knowledge of all financial products across different asset class (equity, fixed income, structured products, listed options, FX etc…)
Understand the Operational impact of the different jurisdictional regulations impacting our business (Dodd Frank, EMIR, MiFID, HKMA, MAS etc…)
Proficiency in Murex is preferred
Proficiency in MS office applications (Word, Excel, PowerPoint & Access would be advantageous)

124

Private Banking Relatioship Manager Resume Examples & Samples

Five to seven years of credit and financial service industry experience, preferably with the Affluent segment
Proven business development expertise and success
Thorough knowledge of private banking products and services, including credit processes
Advanced knowledge of Wealth Management products and services
Ability to make critical decisions independently and exercise good judgment

125

Private Banking Specialist Resume Examples & Samples

Coordinate the workflow with related departments to deliver timely solutions to PB clients
Develop and prepare reports and records related to PB clients as required
Enhance client experiences by assisting the Private Banking Officer(s) to deliver a complete private banking solution
Provide support to Private Banking Officer, client hierarchy, and pipeline management
Support Private Banking Officer(s) during the sales process and ongoing client management, including but not limited to: reviewing and building financial profiles; coordinating information and communication with clients; and execution of client needs
Assist Private Banking Officer(s) in the sale of banking, lending and wealth management services including, but not limited to: investments; consumer and business deposit and loan solutions
Extremely proficient knowledge of Microsoft Office Suite products and related Bank software
Coachable professional with good “business sense” and an energetic/dynamic personality
Superior organizational skills with the ability to assist with the management of a large client load and deliver outstanding customer service
Broad and in depth knowledge of bank, wealth management, and lending products and services

126

Internship Private Banking Middle Resume Examples & Samples

Daily input/amendment of trades executed by Sales and Traders
Investigation and reconciliation of breaks
Follow up of the settlement cycle
Improve and develop tools to increase your efficiency and optimize your time expenditure (VBA, Excel)
Take care of the life cycle of the products (early observations, coupons, redemptions)
Support Sales and Flow traders with their requests

127

Private Banking Resume Examples & Samples

Help devise customized investment strategies for existing or prospective clients
Become an expert in a range of proprietary models and ensure accounts are aligned to our model portfolios
Conduct research and analysis
Process management for required documentation including account opening, regulatory documents, etc
Assist with trade execution across asset classes
Create investment proposals and investment performance reviews for clients and prospects
As you progress in your role, you will assume significant responsibility by interacting frequently with our solutions teams and working directly with clients
A minimum overall undergraduate GPA of 3.0
Excellent communication skills and poise giving presentations
Genuine interest in financial markets, investments and macro-level economic trends

128

Private Banking Resume Examples & Samples

Manage the end-to-end delivery of integrated digital marketing campaigns
Develop strategic digital marketing campaigns (including social media) and supporting materials
Deliver and manage email campaigns, including list management, design, dynamic content and triggered emails
Collaborate with relevant internal and external partners and content owners on all campaigns
Liaise with agency suppliers to brief and ensure successful completion of work
Good / Advanced understanding of HTML for email campaigns in order to carry out the above
Report on outcomes of campaigns, draw learning points from data and make changes to future campaigns to evolve the approach and ensuring programs are continuously improving in terms of engagement/relevance
Test all data selection and email communications before they are sent out
Ensure that all email campaigns are 100% accurate and deployed on time
Management of key relationships with our Technology team in relation to our digital campaign tools
Monitor competitor digital campaigns and industry best practice to ensure you are kept up to date with digital campaign trends
Excellent knowledge of digital marketing
Ensure adherence to Data Protection and Privacy policy and regulation
Collaborate with the Marketing Strategists in campaign planning and development and market research
Entrepreneurial spirit & determination
Email marketing experience required
Marketing automation & database marketing experience preferable
Outstanding attention to detail (this is crucial in order to be successful in this role), whilst also being able to perform tasks quickly and efficiently
Have a good eye and appreciation for design and UX – striving for the best possible experience for our clients
Highly organized; process-driven but yet agile and reactive
Numerate and ability to analyze problems
Intermediate / Advanced working knowledge of
University/College degree (or equivalent) required
CIM / Marketing qualification not required but preferred

129

Private Banking Client Specialist Resume Examples & Samples

15% - Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records
15% - Obtains credit information from borrower or internal systems and ensures sufficient loan collateral. Maintains credit files. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Prepares notices, and periodic loan reports
25% - Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Also supports the sales team related to Treasury maintenance and service
15% - Other duties as assigned; may be responsible for overseeing the operations of an office and assisting the Group with gatherings and events for clients and prospects

130

National Private Banking Practice Lead Resume Examples & Samples

Develop Sales Process Management around Lending and Deposit solutions with a three-year plan formulating key metrics and activities to track and report on progress
Develop training for non-banking professionals advising high net worth clients on debt and liquidity (cash) management on both sides of the balance sheet
Develop training for Private Bankers charged with delivering these solutions in a consistent manner with disciplined pricing
Through training and multi-location visits, drive best practice sharing for Private Wealth to migrate toward consistency in products and disciplined pricing for the existing book of business
Formally and informally collaborate with internal functions and departments on Credit Policy, Credit Process, and Treasury on Product Pricing
Seek continual improvement in all applicable processes to streamline delivery and create efficiencies while staying true to our value proposition on high touch service
Work with Marketing to develop materials and other forms of communication to the front office professionals to facilitate introductions from other lines of business to Private Banking
Achieve total command of The PrivateBank and Private Banking value proposition, in-depth knowledge of all Private Banking (i.e., products/solutions) for discussions with client
Establish a well-defined referral process for referrals into Private Banking, and ensure the field clearly understands the process
Demonstrated experience leading credit and lending solutions in a multi-location private banking environment, to both banking and non-banking oriented team members
10 plus years of commercial credit or wealth management credit experience, or a combination of lending and credit experience, combined with in-depth knowledge of private banking
Experience developing, or managing, a credit and deposit product solution, sales process, and training for a private bank
Ability to foster and maintain private banking relationships with high level of competency
Ability to assess client needs and provide appropriate recommendations
Ability to work under pressure, meet deadlines and clearly defined measurements
Ability to communicate in small and large audiences and office visits
Extremely organized and display a passion for achieving aggressive goals in innovative and highly professional ways

131

Private Banking Resume Examples & Samples

Responsible for ensuring that process outputs for its ‘Pod’ are of high quality, in line with internal quality standards; escalating any issues to New Account Opening Team Lead
Develop and produces critical metrics and reporting which provide data related to department performance, risk quantification and stratification and resource capacity limitations
Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the end to end New Account Opening process
Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the banker
Single point of contact to facilitate all queries for that case, including issues around PEP, screening, regulatory, compliance, legal, operational risk, account opening
Analyze AML risks associated with the client from a technical perspective, identify and escalate potential risks and operational issues as appropriate
Identify red flag / dot situations and escalate in line with policy and procedures
Ensure necessary KYC docs are attached to the client’s CDD in line with policy and procedures
Ensure New Account Tracking file is updated on real time basis so as to reflect the accurate status
Contribute ideas and participate in efforts to drive continuous improvement to enhance service delivery
Escalate issues in a timely manner in line with the escalation protocols
Work independently and complete assigned tasks within the established timeframes
Relevant experience in Client Onboarding
Strong understanding of KYC, AML , Regulatory requirements (i.e. HKMA and MAS)
Strong knowledge of Private Banking industry
Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making and conflict resolution skills
Excellent communication skills, fluent in English and local language (written / verbal) as appropriate
Open minded, able to share information, knowledge and expertise with peers and team members

132

Private Banking Senior Client Document Reviewer Resume Examples & Samples

Responsible for ensuring that process outputs are of high quality, in line with internal quality standards; escalating any issues to the Document Review / KYC Maintenance Team Lead
Provides direction, oversight , advice and guidance to team members within own area of responsibility to create and foster an environment of continuous improvement
Escalation point for issues and face off to key stakeholders
Trains and develops talent, provide SME / technical support (including training) to the OO; identify knowledge gaps and work with Team Lead – OO to conduct training sessions to drive high quality output
Act as role model in relation to driving high quality outputs
Act as primary interface for Bankers; responsible for managing expectations and enhancing the client experience
Set and manage the priority of all on-boarding requests through ongoing engagement with business, whilst proactively managing the on-boarding pipeline throughout all stages of the process
Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements
Undertake Client due diligence on a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures
Ensuring appropriate and confidential handling / sharing of sensitive client data
Escalate recurrent issues surrounding the onboarding process to management
Participate in UAT and make suggestions on system improvements
A dedicated team player
Strong sense of ownership and responsibility
Comfortable with change, ambiguity, debate, conflict and informed risk taking
Ability to multi-task and manage multiple streams of work concurrently
A "can do" attitude with a passion for driving best practices
Logical, structured approach to planning and problem solving
Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective
Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions

133

Private Banking Resume Examples & Samples

Define user acceptance test plans and test cases, coordinate and execute user acceptance testing and interpret, assess, and communicate results to enable signoff on deliverables and facilitate senior management’s evaluation of project status as measured against impact, deliverables, and goals
Partner with technology and business clients from project onset through implementation to ensure all deliverables and action items are completed as planned
Partner with Training and Communications teams to develop change management/training plans and appropriate communications relative to project delivery and training
College degree, or specialized training or equivalent work experience, with a minimum of five years of relevant work experience in the financial services industry; knowledge of Credit business preferred
Team player adept at navigating a fluid and dynamic environment
Highly disciplined, self-motivated, and delivery-focused individual who is able to work independently
Global application and platform deployment experience a plus
Attention to detail and ability to assimilate fragmented facts into detailed statements
Experience in creating business process flows, developing business processes and procedures
Ability to manage concurrent assignments in an effective and efficient manner

134

Senior Rel Mgr Private Banking Resume Examples & Samples

Be subject matter expert for email /SMS marketing and champion best practices within the organization
Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
Innovative thinker -- willing to consider novel approaches to solving difficult problems
Passionate -- always strive for excellence and have pride in your work

135

SVP, Private Banking Resume Examples & Samples

Makes prospect and customer calls regularly to offer the banks products and services in coordination with other business lines as appropriate
Develops new business through commercial lending, senior management, board of directors and current client referrals as well as centers of influence, including accountants and attorneys. Maintains network of referral sources and proactively asks for prospect leads; trains referral sources about private banking and ensures they have current information on company products and services. Participates in retail, commercial and other related business line meetings to coordinate efforts. Develops and implements marketing strategies to increase customer sales and retention, including contributing to development of private banking products, branding and advertising in coordination with corporate marketing department and others
Gathers prospect and customer financial information. Answers questions and follows up on information requests, includes and partners with personnel from retail, commercial, consumer, insurance and other departments as appropriate. Makes presentations to groups as needed, such as physician groups, business organizations and others
Provides a high level of ongoing personalized, convenient, confidential customer service; coordinates account openings, loan documentation processing and ongoing account transactions to ensure quality service and minimize any work for customers. Takes customer service calls personally from clients, researches problems and resolves issues, such as ordering checks, processing wire transfers and correcting bank errors; makes policy exceptions within authorized authority or with management or other approval as necessary
Performs a variety of portfolio management and compliance functions. Monitors client portfolios for adherence to company policies and procedures, including loan agreements and terms. Provides input to maintain current risk ratings on customers. Takes appropriate action as necessary to correct deficiencies. Administers customer identification and other compliance programs and coordinates with compliance, risk, audit and other departments related to high interest rate, line of credit and other products and service offered to clients. Adheres to FDIC guidelines regarding retail and other transactions. Ensures accuracy and maintenance of customer records and files and updates information as needed; provides information to auditors, examiners and others as requested. Prepares management reports summarizing client activity, volume and profitability
Maintains a comprehensive understanding of all bank products and services which may apply to private banking customers, including processes, procedures and guidelines associated with each; possesses experience and understanding to approach customers with unique financial situations and needs; maintains sales, negotiation and closing skills
Proven business development track record
High level of personalized customer service skills, including ability to work with wide variety of clients and provide and exceptional level of service
Credit and financial analysis skills
Organized self-starter with ability to work independently with little direct guidance
Excellent communication skills, both verbal and written, including strong presentation skills to present to large, sophisticated audiences

136

Banking Agent, Private Banking Resume Examples & Samples

Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
Canadian Investment Funds course completed
Experience in particular and/or commercial credit
Knowledge of banking, investment and financial products
Knowledge of Bank applications (FCC, TIP, Hyp., GB Fund, etc.)
Propensity to provide exceptional customer service
Demonstrate a good sense of initiative and a good level of autonomy
Bilingualism, an asset

137

Private Banking Resume Examples & Samples

Approximately 5-8 years of work experience within the financial services industry, ideally with exposure to change management / project and business management
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels and build trusted relationships with sharp business acumen, and able to articulate in written and verbal communication
Strong problem solving mindset, ability to take initiative to handle and resolve issues

138

Private Banking Section Manager Resume Examples & Samples

Private Banking Section Manager works directly with Service Execution Leader and Region Manager to ensure that their area is adequately staffed. Responsible in cultivating an environment of teamwork, collaboration and an exceptional customer service
Reviews and collaborates with Execution Leader new methods or procedures to make the ARA staff more efficient
Ensures that all personnel are trained on products, services, systems and related technology, policies and procedures
A high school diploma or GED
Minimum of 5-7 years personal banking, commercial or lending experience
Will obtain Notary
Minimal travel may be required for training, colleague and customer meetings
Ability to work in fast paced environment with deadlines
Administrative support experience within financial service industry preferred

139

Private Banking, Administrative Assistant Resume Examples & Samples

Liaise with other teams on meeting schedules
Calendar management and associated tasks such as booking conference rooms, audio visual equipment, telepresence set up,documentation, meeting scheduling etc
Personnel on-boarding and off-boarding including logistic for new staff
Coordinate logistics for business trips and team travel arrangements, when appropriate
Filing, invoicing and processing of expense claims and related record-keeping
Strong organizational skills, is meticulous with details and self sufficient
Able to work with a high degree of autonomy as well as part of a team
Able to work under pressure and tight deadlines

140

Private Banking Portfolio Manager Resume Examples & Samples

Must have a Bachelor's degree, preferably in a business related field but will accept equivalent experience in retail and commercial banking divisions
Must have at least 4-5 years of relevant banking experience
Must have commercial loan training, consisting of financial statement analysis, loan structuring and sales training
Must have superior customer service skills
Must have strong knowledge of commercial and consumer loan and deposit products
Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills
Must have the ability to analyze business and personal tax returns and personal financial statements
Incumbent may be required to sit for prolonged periods of time

141

Private Banking Asst RM Resume Examples & Samples

Three to five years of credit experience, with previous general banking background
Thorough knowledge of credit and solid understanding of collateral requirements
Strong relationship management and business development/sales skills
Effective verbal, written and presentation skills

142

Director of Private Banking & Wealth Client Management Resume Examples & Samples

Must have Bachelor’s degree, preferably in a Business or Finance related field
Certified Financial Planner (CFP) designation is strongly preferred
Must have a minimum 10 years of experience managing clients in an integrated Wealth Management environment
Must have a minimum of 3 years managing Wealth Client or Private Banking officers
Must have demonstrated success positioning multiple products to clients and delivering disciplined, profitable sales results
Must have demonstrated success coaching Wealth Client or Private Banking officers
Must have the proven ability to lead Associates at multiple levels through cultural and strategic change
Must be able to form strong partnerships with senior leaders, including leaders of other Wealth businesses
This position requires adaptability, assessing, analyzing, calculating, dependability, memorizing, good judgment, stress control, prioritization, social skills and speaking

143

Private Banking Service Specialist Resume Examples & Samples

3-5 years of Quality Assurance experience
Proficiency in Quality Center
Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
Previous analytical experience (analyzing problems and analyzing results)
Must be a self-starter with the ability to take direction and work independently while also working in a team environment
Ability to work in a fast-paced, dynamic environment
Experience in Agile Scrum practices
Experience working on Corporate applications (HR, Finance/GL, Risk)
Technical Experience is a plus (.Net, Java, Mainframe, SQL, etc)
QA Lead experience
Query experience for SQL or Oracle databases
Troubleshooting skills

144

Private Banking Branch Manager Resume Examples & Samples

Local client site traveling
External business development and client networking
Open new accounts
Frequent Client / Bank event assistance to develop positive rapport
Cross sell other bank Products & Services
Process transactions such as transfers, wire requests
Client notifications such as EIM, large item verification and Return Deposited items
Verification of Deposit/Credit ratings
Client supply orders (checks/deposit slips/endorsement stamps)
Daily Client outreach to ensure client satisfaction
Assist client with new product and services
Support setups of all additional product and services
Account Maintenances providing daily deliverables & follow-up
Prepare and process account changes
Record and post meeting minutes
Prepare weekly tracking reports for Manager
Update client portfolio and files to ensure file accuracy and completeness
Audits and monthly certifications
Miscellaneous tasks – addenda, billings, deficit balance reporting
Support other departments for client servicing to ensure timely completion
Relationship Building (Expert)
Risk & Compliance Management (Expert)

145

Lending Proposition Manager, Private Banking Resume Examples & Samples

Working closely with Client Insight and Strategy teams to research and identify market and segment opportunities, including market sizing
Acting as a lending subject matter expert in the business
Working with Capital Management and Finance teams to continually develop competitive pricing solutions
Responsibility for making sure conduct risks are understood and mitigated
Ensuring close alignment with the product centre of excellence to deliver a robust Mortgage product framework

146

Private Banking Client Rep Resume Examples & Samples

Associate's degree or equivalent work experience
Three to five years of experience in financial services industry
Outstanding customer service and problem resolution skills
Advanced knowledge of departmental and bank products and services
Strong ability to understand departmental procedures and systems to operate with limited supervision

147

Portfolio Implementer, Private Banking Resume Examples & Samples

Develop and sustain a broad technical knowledge across a wide range of products and services of the Private Bank to ensure relevant clients are targeted with best product and service information
Develop a sound knowledge of all stocks monitored on the approved lists and all KB investment products
Project Management or Business Analysis

148

Ascent Private Banking Managing Director Resume Examples & Samples

12 or more years of banking experience
Seven or more years of managerial experience
Strong leadership abilities and strategic management skills

149

VP, Private Banking Resume Examples & Samples

Develops and retains private banking business, meeting with high income/high net worth prospects and customers, offering a complete array of company products and services in coordination with various other departments according to established company procedures and applicable legal and regulatory guidelines
Develops new business through commercial lending, senior management, board of directors and current client referrals as well as centers of influence, including accountants and attorneys. Maintains network of referral sources and proactively asks for prospect leads. Participates in retail, commercial and other related business line meetings to coordinate efforts. Develops and implements marketing strategies to increase customer sales and retention, including contributing to development of private banking products, branding and advertising in coordination with corporate marketing department and others
Gathers prospect and customer financial information. Answers questions and follows up on information requests, includes and partners with personnel from retail, commercial, consumer, insurance and other departments as appropriate
Coordinates with related departments to review customer and prospect situations and decide on proper product and service to offer. Coordinates commercial, consumer and other loan requests through established processes. Evaluates entire client financial situation and recommends and negotiates for policy exceptions on behalf of clients, if applicable
Performs a variety of portfolio management and compliance functions. Monitors client portfolios for adherence to company policies and procedures, including loan agreements and terms. Provides input to maintain current risk ratings on customers. Takes appropriate action as necessary to correct deficiencies. Adheres to FDIC guidelines regarding retail and other transactions. Ensures accuracy and maintenance of customer records and files and updates information as needed; provides information to auditors, examiners and others as requested
Represents private Banking at company functions, business groups and civic organizations to maintain wide referral network and enhance sales performance. Joins and participates in outside associations and organizations likely to generate prospect leads
Participates in special projects and performs additional duties as required
Contributes to a positive, ethical and respectful working environment and communicates openly with others. Models company culture both internally and externally
6+ years’ related experience
Strong understanding of private banking business development techniques, products, services and overall industry
Ability to coordinate others and work within an organization to influence and get things done without direct authority
Proficient in Word, Excel, PowerPoint and working knowledge of computer programs in general

150

Private Banking Resume Examples & Samples

Calendar management and associated tasks such as booking conference rooms, audio visual equipment, telepresence set up, documentation, meeting scheduling etc
Logistics & arrangement of meetings for visitor(s), management meetings
Assisting and/or leading team events
Maintaining group leave record and handling phone enquiries
Excellent interpersonal & communication skills with experience working with a variety of cultures
Fluent in Mandarin and English is required

151

Private Banking Service Specialist / Teller Resume Examples & Samples

Minimum of 1-3 years personal banking, commercial or lending experience
Very strong interpersonal skills
Excellent in customer service, highly motivated, focused and goal oriented
Must have excellent written and verbal communication skills, including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow-up

152

Wealth Management Private Banking Reationshipl Mgr-st Louis Resume Examples & Samples

Ten or more years of wealth management experience in the financial services industry
Strong relationship management and lending skills
Expert knowledge of private banking products and services, including credit processes

153

Private Banking Operatons Resume Examples & Samples

Verify and process the daily margin call reports
Verify and process the daily collateral reports
Coordinate margin call satisfaction with the customer supervisor while protecting the Banks interest regarding any outstanding margin calls
Report collateral account blocks daily for the weekly status report
Process updates and overrides in loan management system
Monitor and process daily affiliate transaction reporting
Process daily purpose lending reports
Work with control team to improve existing processes

154

Head of Private Banking Client Onboarding Singapore Resume Examples & Samples

Manage PB Client Onboarding middle office team(s) that supports the relationship onboarding process, particularly documentation formalities validation and client data management
Act as a point of contact for day to day issues from Front Office & partners
Support change-the-bank projects in view of Private Bank's strategic objectives and vision
Drive and deliver continuous process improvements, in view of the changing operating and regulatory environment
Represent PB Client Onboarding in regulatory & audit initiatives

155

IMD, PWM, Private Banking Lending Resume Examples & Samples

Minimum of ten years work experience in financial fields; primarily mortgage lending or servicing. Relevant work experience includes commercial banking and/or private banking roles related to residential mortgages
Key skills include detailed knowledge of financial accounting, analysis and modeling. People and project management skills
Strong oral and written communications skills
Flexible, personable, confident and self-motivated; team player
Ability to multi-task and be well organized
Desire to help develop and grow a new and dynamic business
BA required; MBA preferable

156

Internship Private Banking India Resume Examples & Samples

The Intern would be required to work in the digital banking domain for PvB
The intern needs to do a industry benchmarking exercise for PvB and come up with a plan on what is the feasibility and timelines of process improvement, addition of new processes, products as per market demands and completion
Candidate pursuing graduation or postgraduation

157

Private Banking Administrator Resume Examples & Samples

Provides support to the Private Banking Officer in retention, growth and profitability of assigned client relationships. Comprehends breadth of all products and services. Independently calls on clients to establish, maintain and expand relationships, including the sales of deposit, credit, investment and related services and focuses on retention and deepening relationships
Provides exceptional service and support for assigned Private Banking Officer and overall Team as a unit to meet servicing and sales objectives such as calling activities and pipeline management. Proactively schedules appointments for Private Banking Officer utilizing Outlook. Handles all client contacts and calls proficiently and effectively. Integrates job responsibilities within the bank and trust to maintain the highest level of client service to meet Bank of Hawaii’s standards
Supports Private Banking Officer in the administration and adherence to regulatory and compliance requirements, policies and procedures related to bank depository, credit facilities and investment agency accounts. Complies with all consumer laws and regulations to include but not limited to Bank Secrecy Act (BSA), Customer Identification (CIP), Information Security Protection, etc. and adheres to all policies and procedures to ensure regulatory requirements are met. Adheres to Bank of Hawaii Employee Code of Business Conduct and Ethics. Actively participates in all required corporate and business line training. Participates in internal audits, FRB BSA Safety and Soundness Examination, Wealth Management Examination, and examinations for compliance with Regulation O and SOX as required. Responsible for keeping informed of all current bank policies and procedures
Establishes new accounts and receives and processes deposits, withdrawals, wire transfers and other requests. Handles all research and resolves client problems and initiates corrective action to ensure complete client satisfaction. Exercises prudent and judicious use of signing authority within authorized limits to approve daily work. Reviews loan documentation to ensure compliance. Coordinates loan documentation, booking and execution and processes disbursement and payments. Follows-up on loan portfolio documentation to ensure timely submission of credit renewals and requests. Approves daily overdraft within designated authority
Minimum 1 - 3 years of work experience in the banking or financial services industry in increasingly responsible positions requiring good knowledge of general banking products and services including many of the following and not limited to retail and commercial deposit and fee products and other consumer and commercial loan services, residential loans, retirement plans, trust and investment products and services or equivalent work experience
Financial industry servicing experience preferred, as is additional customer service or face to face sales/service experience
Knowledge of or ability to use Bank software and systems
Must be analytical, detail oriented, organized
Must be able to meet deadlines and handle multiple priorities
Uses initiative to work in a high pressure work environment with minimal supervision
Adapts quickly and can willingly embrace change
Always follows through and follows up
Focus is to always provide supervisor customer service
Must be able to provide own transportation or to operate a vehicle with a valid driver’s license, and commute as required

158

Private Banking Client Center Manager Resume Examples & Samples

Oversee and the reservation books via Event Management System
Oversee Client Center’s daily meetings and events
Assist on implementing, developing and following JP Morgan Client Center protocols for all client meetings (meet and greet, security protocols, catering set-up, client management)
Assist with managing inspections related to food & beverage set-ups, staff schedules, menu updates, and facilities
Build and strengthen relationships between front and back of the house teams. (i.e. participate in menu tastings, attend pre-meal meetings, organize team trainings, etc)
Assist in surveying client experience and propose solutions based on feedback as needed
Oversee staff on various administrative tasks such as but not limited to: invoice processing, scheduling maintenance calls with vendors and order kitchen, banquet and office supplies among others
Responsible for compiling quarterly usage reports
Continue to set guidelines and establish service protocols to enhance client experience
Liaise with building management to ensure appropriate facilities maintenance and security
Manage proper coverage for client center (reception staff)
Troubleshoot when unable to meet demand for space (prioritize client/prospect meetings and relocate to alternative space)
Budget management
Conduct performance reviews with direct reports
Vendor relationship
Partner with Security to ensure smooth guest registration
Bachelor’s degree in hospitality preferred
4-5 years of hospitality/events experience
Ability to juggle multiple projects at once in an efficient and accurate manner
Ability to identify areas that need improvement and take the lead to solve problems
Excellent interpersonal skills, including maturity, an ability to work independently as well as in a team setting, and with a sense of humor

159

Senior Director, Private Banking Resume Examples & Samples

Increase the profitability of your assigned portfolio by advising clients and offering them financial planning solutions adapted to their profile and needs, as well as cross-selling services. As a Senior level, handles more complex portfolios and clientele
Help identify the business potential of assigned and unassigned clients and provide expertise
Rigorously follow processes and procedures in order to properly analyze clients’ needs and establish an integrated and profitable financial strategy with them
Oversee the implementation of action plans by integrating the work of the different specialists at the Bank and its subsidiaries
Monitor portfolios closely and contact clients frequently to keep track of their changing needs and adapt proposed financial planning solutions to ensure quality customer service
Help grow the Bank and increase profitability by selling integrated financial solutions to specifically identified clients in line with their profile and needs
Develop strategic action plans with clients that are tailored to their situation and oversee their application
Be responsible for developing and maintaining lasting and profitable relationships with the clients in your portfolio
Involve the appropriate specialists/parties in the relationship, when required, to properly meet client needs
Ensure effective and profitable management of client portfolios under your responsibility
Be responsible for serving Private Banking 1859 clients under Wealth Management
Negotiate terms and conditions for authorized credit applications, making sure that they meet risk management standards and established profitability criteria
Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments
Ability to provide consultation and expert advice to management
Bachelor’s Degree and a minimum of eight (8)+ years’ experience working in a similar field
Experience in the Banking industry preferred
Certified Financial Planner (CFP) license preferred
Experience in sales and customer service
Business development experience
Financial planner or financial advisor experience
Good knowledge of Bank products and services for businesses
Current Driver’s License and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities

160

Director, Private Banking Resume Examples & Samples

Coaching of new and existing Private Bankers
Develop and maintain high quality, effective relationships with internal and external networks. Represent CIBC on Boards, participate in charitable organizations an engage in appropriate social networks. The Private Banker is responsible for bringing all of the appropriate PWM advisory offers
Review the client’s portfolio and financial needs from a holistic perspective. Identify opportunities to broaden the client’s suite of products and services. Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions
Increase retention and consolidation of CIBC Private Wealth Management clients’ business by knowing the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth client’s expectations for service delivery and issue resolution
Ensure quality of account portfolio by performing risk assessment and financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines

161

Am-private Banking Solutions Resume Examples & Samples

Responsible for selecting and monitoring investment managers and products (Mutual Funds and ETFs) for the local Mexico Private Bank Platform
Directing new manager searches and conducting continued research and monitoring of ongoing platform managers through frequent communication and meetings with managers, and conducting qualitative and quantitative analysis (including performance contribution and attribution, in both absolute and relative terms)
Coordinating with products teams, legal, operations, risk, compliance, in New York, London, and Mexico City
Owning the relationship with investment managers and mutual fund companies, through various activities from conducting due diligence calls to preparing marketing material and events with managers
Presenting at investment committees and internal review forums on the due diligence process and platform managers, including preparing presentation materials and investment performance summaries
Aggregating and maintaining investments industry information to anticipate trends and opportunities, both in terms of asset classes, managers, and vehicles
Executing daily Mutual Funds orders, both over the phone and electronically
Reviewing and monitoring prospectuses and share-classes of Mutual Funds, availability of products (Funds, ETFs) and mastering local regulation
Coordinate with Bankers and Investors for meetings with clients to present our local platform and commingled investment products
At least 4 years of relevant experience in commingled investment vehicles, including Mutual Funds or ETFs, either in the sell-side or buy-side (asset management or wealth management)
Genuine interest in investments, investment products, financial markets, financial services industry, and macro-level economic trends
Good market knowledge: Fixed Income, Equities, Currencies, Commodities, and Alternatives
Superior product knowledge on Mutual Funds and ETFs
Experience using Microsoft office programs including excel, power point, word, and Adobe PDF
Superior multi-tasking; strong organizational skills and attention to detail
Excellent communication skills and poise giving presentations, both in English and Spanish
Ability to be a dynamic member of a team
CFA, CFA candidate, or master’s degree is a plus

Download Private Banking Resume Sample as Image file

Related Job Titles

Private Banker Resume Sample

Personal Banking Resume Sample

Banking Assistant Resume Sample

Banking Center Manager Resume Sample

Mortgage Banking Resume Sample

Banking Resume Sample

Banking Specialist Resume Sample

Private Bank Resume Sample

Consumer Banking Resume Sample

Transaction Banking Resume Sample

Banking Manager Resume Sample

Digital Banking Resume Sample

Browse More

Private Banking Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Private Banking resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking, Trust Assistant, Houston Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking, Trust Assistant Resume Examples & Samples

Private Banking Specialist Resume Examples & Samples

Private Banking Product & Platform Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Asset Management International Private Banking Senior Admin Assistant Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking, Trust Assistant, Delaware Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Managing Director Private Banking Resume Examples & Samples

Head of Aml-private Banking Resume Examples & Samples

Singapore Country Head of Private Banking Aml Resume Examples & Samples

VP, Private Banking Resume Examples & Samples

Private Banking Client Manager Resume Examples & Samples

Private Banking Resume Examples & Samples

Lending Specialst, BMO Private Banking Resume Examples & Samples

VP / Market Manager, Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Market Manager, Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking & Wealth Management Controlling Team Lead Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Onboarding Manager Resume Examples & Samples

Private Banking Administrator Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Resume Examples & Samples

VP / Private Banking Client Manager Resume Examples & Samples

Private Banking Resume Examples & Samples

Private Banking Director of Professional Services Resume Examples & Samples

Private Banking Anlayst Resume Examples & Samples

Private Banking Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume