Wealth Manager Cover Letter Sample

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Wealth Manager Cover Letter Sample (Text version)

Lavanya Randhawa

BNQ Finance, LLC
Miami, FL, United States
October 26, 2020
Application for Wealth Manager

Dear Hiring Manager,

I was pleased to discover that you are seeking to fulfill the Wealth Manager role at BNQ Finance, LLC on LinkedIn. I believe that my qualifications make me an ideal candidate for the position and I am confident that it would be extraordinary opportunity for me to grow both professionally and personally.

Having worked as a Wealth Manager at MEPY Asset Management, LLC for over 3 years, I am an action-oriented individual with excellent analytical and critical thinking skills. I excel at performing any duties associated with the role. Besides communicating with clients and providing financial planning services and investment advice to them, I am also adept at reviewing and constantly evaluating portfolios, managing new accounts, developing financial models, and conducting risk analysis.

Throughout the years, I have demonstrated numerous times that I am a great team player and leader who is able to adapt quickly to change. I believe that I would further develop these abilities at your company.

Just a handful of my achievements include:

  • Reducing unnecessary portfolio management expenses by 10%
  • Ranked as a #1 Wealth Manager within the company
  • Awarded Employee of the Year for smashing all targets

Finally, I am a Chartered Wealth Manager (CWM) skilled in using all software necessary for the position, including Morningstar Portfolio Manager, Master Investor 6, and Mint.

Thank you for your time and consideration. I look forward to speaking with you in the near future.

Yours sincerely,

Lavanya Randhawa

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