Financial Consultant Resume Examples

financial consultant

  • Was the youngest in a team of consultants assembled to support Small and Medium scale Enterprises (SME’s) to overcome barriers to growth and build competitive businesses for 1,000 enterprises on the £4M UK-Aid funded ENGINE project.
  • Install systems of recording costs or other financial and budgetary data and provide advice on such systems, based on examination of current financial records.
  • Maintain sales goals by deepening the branch customer base through proactive sales and service abilities.
  • Handle any problems with customer accounts by effectively managing all risk though the bank’s risk management framework 

financial consultant

  • Approach and meet customer.
  • Tailored financial and insurance plan to best suite customer financial status.
  • Market and develop business across various channels and networks.
  • Activities participate in company activities. (e.g. training, meeting and marketing activities.) 

financial consultant

  • Achieved Company Incentive Bangkok Trip “Fast Track” within 4 months.
  • Qualified for Agency Incentive Trip to Australia in 2019.
  • Provide personalized insurance/financial solutions to clients.
  • Worked closely with Business Development Managers and Underwriters to resolve issues pertaining to investment and insurance policies (Approval and claims etc.)
  • Possessed proactiveness in boosting investment knowledge for myself and clients.
  • Supported daily client servicing duties.

senior financial consultant

  • Interview clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Conduct quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Develop prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and social media campaigns

financial consultant

  • Network within communities to find and attract new business
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors
  • Oversee the flow of cash or financial instruments
  • Review collection reports to determine the status of collections and the amounts of outstanding balances

financial consultant

  • Open bank accounts (e.g., checking and savings accounts, credit cards, loans, etc.). for current and new customers; oversee transactions and close accounts when necessary.
  • Assess the client’s overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs.
  • Examine, evaluate, or process loan applications, and coordinate the approval or rejection.  
  • Uncover the need for special services such as investment/ wealth management to make the adequate referral. 

financial consultant

  • Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
  • Marketing, to find and pursue potential investors for foreign exchange investment.
  • Consultation and services in foreign exchange trading.
  • Conducting market analysis and assist in intraday trading for clients.

financial consultant

  • Direct involvement in the sale process;
  • Accumulation of in-depth knowledge regarding stock market investments;
  • Analyze stock charts in order to interpret the behavior of financial assets;
  • Identifying customer needs, creating solutions for those needs and ensuring a smooth sales process.

financial consultant

  • Prospected and maintained a $1.5 million book of business from scratch
  • Organized and executed semi-annual client reviews to ensure customer satisfaction and inquire about new opportunites
  • Ranked 2nd in Northern California/Hawaii branch in 2019 for new RBG applications (achieved all available bonuses)
  • Successfully completed Branch Leadership Development School for top advisors in their developing years (1 of 2 first year advisors invited)
  • Collaborated with managers, peers, and new advisors to help organize meetings and improve overall success of the branch

financial consultant/stand in front office manager

  • Loan processing 
  • Collections process, 
  • Revived sales, Existing sales, Assist Daily Report, 
  • Complete NLR process as per company policy and follow SOP,
  • Assist branch manager With Final demands letters, to keep client approved, declined and pending applications,
  • Assist Branch Manager with hand-over process Filings.