Consummate Bank Financial Advisor with extensive financial experience extending to accounting and financial software applications. Adept at dealling with people in a fast-paced setting and resolving customer issues. Focused on presenting financial and investment solutions in a clear, understandable manner.
Â• Extensive experience within the financial industry Â• Solid understanding of financial software Â• Comprehensive knowledge of common financial packages Â• Knowledge of credit, financing, refinancing and mortgage solutions Â• Ability to work well independently and in group settings Â• Good organisational and communications skills
May 2006 to December 2006 London Bank Â— London, England Bank Financial Advisor Â• analysed client needs and presented appropriate financing solutions. Â• Built ongoing relationships with clients. Â• Generated productive leads and brought in new customers. January 2007 to November 2011 London Financial Investments Â— London, England Bank Financial Advisor Â• Worked closely with the local business community to provide cost-effective financing. Â• Identified partnership opportunities among existing customer database. Â• Assessed client goals related to debt, retirement planning and mortgages. November 2011 to May 2014 London Savings & Loan Association Â— London, England Bank Financial Advisor Â• Developed and nurtured productive and profitable client relationships. Â• Provided comprehensive investment planning solutions. Â• Generated regular reports on client activity. Â• Provided knowledgeable financial, tax, estate planning and investment guidance. Â• Offered extensive financial advice to individual and business clients. Â• Established solid relationships with local corporate and business clients.
2006 University of Cambridge, Cambridge, England, UK Bachelor of Science, Finance