Bank Financial Advisor Resume

[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.