Wealth Manager Resume Sample

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Written by Milan Šaržík, CPRW

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Wealth Manager Resume Sample (Full Text Version)

Lavanya Randhawa

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Performance-driven Wealth Manager offering over 3 years of relevant experience and exceptional analytical skills. The University of Nottingham graduate with a bachelor's degree in Accounting & Finance and the important ability to solve complex problems. Lavanya is looking for a Wealth Manager role within a forward-moving company.

Work experience

09/2017 - 10/2020, Wealth Manager, MEPY Asset Management, LLC, Nottingham, United Kingdom

Communicated with clients and provided financial planning services and investment advice to them.
Reviewed and constantly evaluated portfolios and managed new accounts.
Developed financial models, conducted risk analysis, and assisted in the implementation of new products.
Produced detailed asset allocation models and generated financial statements.
Recognized as a #1 Wealth Manager within the company for achieving extraordinary results and meeting all targets.

Education

09/2013 - 05/2017, Accounting & Finance, University of Nottingham, Nottingham, United Kingdom

First Class Honours (Top 4% of the Programme)

Clubs and Societies: Football Club, Marketing Society, TEDx Club

09/2009 - 05/2013, High School, GEAR Innovative School, Bangalore, India

The 2013 Best Graduate Award winner for achieving extraordinary academic results

Extracurricular Activities: Economics Society (President). Chess Club (Treasurer), Model United Nations

Skills

Languages

India

English

German

Computer Skills

MS Office

Morningstar Portfolio Manager

Master Investor 6

Mint

Strengths

Action oriented

Analytical

Communication

Critical thinking

Decision making

Management

Problem-solving

Responsibility

Teamwork

Volunteering

09/2015 - 05/2017, President, University of Nottingham TEDx Club, Nottingham, United Kingdom

Certificates

04/2019, Chartered Wealth Manager (CWM), Global Academy of Finance

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