Detail-orientated Merrill Lynch Financial Advisor with a strong work ethic and extensive experience in various Merrill Lynch financial products and services. Adept at meeting clients needs, responding to questions in a concise and timely manner and monitoring client accounts. Specialise in financial planning and basic accounting principles.
Â• In-depth knowledge of Merrill Lynch financial products and services Â• Strong customer relations experience and the sellling of various financial products Â• Solid understanding of investment and accounting procedures Â• Adept at providing extensive financial planning assistance Â• Ability to recognise client needs and offer practical, cost-effective solutions Â• Excellent communications, organisational and people skills
September 2008 to March 2011 London Bank Â— London, England Merrill Lynch Financial Advisor Â• Met with existing clients and procured new clients. Â• Recommended financial planning strategies. Â• Prepared, researched and implemented investment strategies. Â• Made investment recommendations. Â• Assisted with marketing and promotional efforts. Â• Used financial computer programmes and generated regular investment reports. June 2011 to June 2014 Merrill Lynch Â— London, England Merrill Lynch Financial Advisor Â• Clearly presented financial options to clients. Â• Responded to client inquiries in a timely manner. Â• Discussed client goals and provided sound investment advice. Â• Created detailed financial plans based on knowledge of current market conditions. Â• Devised effective investment strategies for individual and local business clients. Â• Sold various Merrill Lynch financial products. Â• Generated detailed summaries of client account activities.
2008 University of Cambridge, Cambridge, England, UK Bachelor of Science, Finance