Wealth Manager Resume Sample

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Wealth Manager Resume Sample (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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