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Yyyyyy x. yyyyyy

770 Claughton Island Drive, #0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (305) 3890-617

abc@xyz.com

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As indicated in the accompanying resume, I offer an outstanding background in the financial services arena, proficiency in sales and business development, and polished experience in account management, investment planning, client relations, and personnel leadership. To complement these qualifications, I offer fluency in Spanish and strong relationship-building skills which will prove instrumental as a <insert job title/position>.  

 

As a proactive member of your organization, you will find me to be a solutions-driven professional committed to supporting you in achieving your objectives through superior performance, experience, and leadership. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

 

 

 

 

 

 

Yyyyyy x. yyyyyy

770 Claughton Island Drive, #0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (305) 3890-617

abc@xyz.com

 

Client Services and Account Management Specialist with expertise in finance eager to contribute to the employer's success in optimizing revenue performance.

 

Qualifications Profile

 

Bilingual (English/Spanish), confident, and systematic problem solver with a solid track record of executing innovative solutions to meet defined business goals and needs. Merge well-honed sales and customer service skills to drive new business development in the financial products and services industry.  Adept at conducting comprehensive needs assessments for clients to determine long-term financial goals and create customized investment strategies. Excellent prioritization skills, multi-tasking capabilities, attention to detail, and personnel leadership expertise.  Foster strong client relationships to maximize satisfaction, retention, referrals and repeat business.  Proficiency in goal setting, forecasting, and strategic planning.   

 

Selected Achievements:

 

         Leveraged exceptional communication, interpersonal, and problem solving capabilities to meet and exceed UBS client expectations, vital to ensuring 100% satisfaction and retention.

         Relied upon by HSBC for superior knowledge of banking and investment products to effectively service 400+ accounts spanning Argentina, Chile and Uruguay.

         Directed sale of fixed income for Continental Broker Dealer, generating $400K in one trimester.

         Steadily advanced through a series of increasingly responsible positions at MNBA to promote sale of bank products and services to Hispanic customer base.  

         Exhibited sharp leadership talents toward mentoring, supervising, and directing 25 account managers and 120 account specialists at MNBA.

         Achieved and sustained outstanding levels of client satisfaction through proven ability to effectively scrutinize and evaluate opportunities for profitability and financial risk.

 

Professional Experience

 

EFG Capital, Miami, Florida, 2006 to 2009

Junior Client Advisor

  • Adeptly represent client needs by performing and coordinating administrative functions encompassing Financial Operations, Accounting, Financial Reporting, Risk Management, Treasury, and Foreign Exchange.
  • Participate in functional requirements gathering during assessments of proposed IT projects/solutions, monitor progress during implementation, and provide status updates to relevant departments.
  • Applied dynamic relationship-building skills toward effectively rebalancing personal portfolios, partnering with discretionary group for EFG Capital, establishing and processing back-to-back loans for business accounts, and placing/executing trades.

 

Continued ►

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued

 

UBS Wealth Management, Miami, Florida, 2006

Junior Client Advisor

  • Cultivated, nurtured and maintained solid client relationships on a global scale in support of three senior client advisors during travel.
  • Expeditiously responded to client needs relating to investments, travel arrangements, tax planning, trust planning, incorporations, and other services.

 

HSBC Private Bank, Miami, Florida, 2004 to 2006    

International Private Banking Office

  • Diligently steered business growth through loans, deposits and investments, consistently expanding network and securing referrals.

         Capitalized on opportunities to expand revenue channels by proactively cross-selling non-banking products as well as strategically structuring, pricing and co-approving non-credit transactions targeted toward existing banking clientele.

 

Continental Broker Dealer, Boca Raton, Florida, 2003 to 2004

Junior Broker    

  • Exercised excellent consultative sales expertise to generate revenue for broker/dealer company through financial services such as stocks, bonds, IRAs and mutual finds
  • Formulated and presented informative and persuasive sales proposals based on analysis of financial position to win new contracts.

 

MNBA America Bank N.A.,  Boca Raton, Florida, 2000 to 2003

Sales Representative

  • Exhibited considerable talents in the complete sales cycle from prospecting and lead qualification to contract administration and account management.

 

Education

 

Bachelor of Arts in Finance, Universidad la Sabana, Bogot , Colombia

 

Licensure

 

Series 7 and 63

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