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