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Yyyyyy x. yyyyyy 

150-18 Melbourne Ave, #0000 xxxxxx xxxx , xxxx , xxxxx 00000


Career Objective


Performance-driven Banking/Financial Services professional eager to contribute broad industry and financial knowledge toward driving Investment Banking growth as a key Sales/Trade team member


Qualifications Profile


      Investment Banking

      Portfolio Management

      Strategic Marketing

      Equity/Fixed Income Sales

      Business Development

      Client Servicing


Ø  Offering several years of experience in working with broad-scope clients across equity sales, banking and financial services sectors, with comprehensive industry, market and financial/investment knowledge vital to excelling in Investment Banking/Sales/Trade capacity

Ø  2009 National Achiever and President Club Member with JPMorgan Chase

Ø  CFA Level II Candidate with Certification in Project Management and Corporate Finance

Ø  Licensed Series 6, 63 and NYS LAH

Ø  Excel in consulting with clients to identify needs and goals in order to provide optimal investment/ financial management solutions; well-versed in Know Your Customer (KYC) model

Ø  Dynamic communication, presentation, negotiation, and relationship management skills; fluency in speaking Chinese as well as advanced Chinese reading/writing skills


Career Track


Business Banker, JPMorgan Chase Bank N.A.                                                         April 2008 - Present

Successfully manage 200+ premier Manhattan business clients with $100M million deposit average balances; generate approximately $1M monthly in new business

Actively consult/advise on investment products based on individual client needs and provide expert education in alternative financial management/banking channels for maximum performance

Resourcefully cross-sell credit and cash management products, payment solutions and treasury services to diversify revenue streams

Collaborate with cross-functional departments/senior-level personnel to ensure optimal client servicing


Sales Associate, Prudential Financial                                                                 March 2007 - April 2008

Conducted extensive equity research and modeling as well as performed due diligence; capitalized on KYC strategies to maximize client servicing while controlling financial risk to company

Effectively generated new clients and developed existing accounts as well as executed innovate referral generation and revenue expansion strategies to boost bottom-line results


Project Manager, Pacific American Corporation                                            May 2003 - March 2007

Actively collaborated in series of mergers of Hainan Airline and reorganization/re-branding to Grand China Air in support of China s 4th largest, first privately-held airline; played vital role in launching and negotiating $400M private placement transaction

Proactively established, managed and built relationships with institutional clients, business partners and  government officials throughout the U.S. and China; interfaced with executives on project status/issues

Partnered in spearheading lease of 3 Airbus assets through International Lease Finance Corporation



Academics/Certifications/Professional Development


B.A., Computers Science and Mathematics, Queens College CUNY-Queens, NY; 2003

Deans Honor Student

GPA Major: 3.7/4.0 ~ GPA Minor: 4.0/4.0


CFA Institute Level II Candidate; in progress-2011

Certification, Project Management and Corporate Finance, New York University-New York, NY; 2005




Yyyyyy x. yyyyyy 

150-18 Melbourne Ave, #0000 xxxxxx xxxx , xxxx , xxxxx 00000








Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity in a (INSERT ACTUAL TITLE OF POSITION APPLYING FOR) capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.


As demonstrated in the accompanying resume, I have been working in the Financial/Banking Services sector over the past few years, launching my career as a Sales Associate in 2007 with Prudential Financial before joining JPMorgan Chase as a Business Banker in 2008, where I currently manage over 200+ premier business clients.  Illustrating my talents in defining and capitalizing on client needs as well as building productive long-term relationships, I have consistently generated $1M monthly in new business and have been recognized with the 2009 National Achiever Award as well as earned President Club Member status. I am well-versed in investment products and services, excel in consulting with and advising clients and am a goal-driven professional focused on optimizing bottom-line performance.


Complementing this, I am a CFA Level II Candidate with Licensure in Series 6, 63 and NYS LAH.  I have also earned Certification in Project Management and Corporate Finance as well as a Bachelor of Science degree in Computer Science and Mathematics.


As an employee, you will find me to be a results-oriented team player qualified to deliver immediate and long-term results and committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy







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