[First Name] [Last Name]
Contact Address: [street]
[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
Email Address: [[email protected]]
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Career Objective:
To attain the position of a bank financial advisor with a reputed financial institute and guide the organization in making decisions and planning financial activities.
Summary of Skills:
- Competent knowledge of finance, banking, and statistics
- Superior data comprehension abilities along with sound analytical skills
- Ability to identify opportunities in financial markets and draft plans
- Strong analytical skills that help interpret data and make conclusions
- Ability to plan and strategize financial activities in a result-oriented manner
Work Experience:
Banking Financial Advisor
Mason Bank, Houston, TX
July 2013 – Present
- Advising the Bank on making accurate financial decisions and attaining their client base and profit goals
- Identifying and tapping income sources and estimating total income expected in the coming financial period
- Ensuring appropriate allocation of finances and other resources as required to execute the set plans and activities
- Advising the organization on investment functions and helping them make reservations against investment risks
- Assisting the Director of Finance in long-term and short-term financial planning
- Evaluating the current value of Bank’s assets and suggesting ways to improve the value
Bank Financial Advisor
Nippon Bank, Houston, TX
March 2012 – June 2013
- Advised the organization on ways for providing quality and prompt banking services to clients
- Studied the working pattern of the organization and eliminated the unproductive areas of the organization
- Supported the organization on forecasting, budgeting, and taxation processes
- Suggested investment options with high rate of interests to the organization
- Communicated with the bank clients and resolved their queries and doubts about the financial planning
- Recommended the organization on trading of securities, bonds and shares
Education:
-
Bachelor’s Degree in Finance
Houston University, Houston, TX
2011
Reference:
On request.