This individual has over 3.5 years of experience in financial services including wealth management, private banking, client management, capital market research, and financial analysis. They have advised over 200 high net worth individual clients on investment strategies and conducted extensive market research. They are pursuing an MBA in banking and finance to further their career in financial services and asset management based on their interest and skills in finance, investments, and client relationship management.

1. I have over 3.5 years in the financial services industry wealth management,
private banking, client management, capital market research and financial
analysis. I have the ability to drive top-line revenue leveraging my sales and
relationship management skills as well as conduct meticulous research and
data analysis with the ability to innovate and create effective solutions for
complex problems. I am well informed on various aspects of portfolio
management, client sales and relationship management, risk and financial
profiling, estate planning as well as risk management for corporate and High
Net Worth Individual (HNI) clients.
During my professional pursuits, I have advised over 200 HNI clients on
investment management and asset allocation strategies. I conducted
extensive market research and developed sound investment strategies for
clients.
I have also led a number of projects in coordination with other departments
like investment banking, structured products, general insurance, FOREX
hedging and trading to meet client requirements in these areas. Delegating
and moderating over the course of numerous such projects has fostered
leadership skills, which have greatly benefitted me in my personal and
professional life. Using these skills, I have managed to get elected as the
Executive Vice President of the MBA Student EXCO and the Vice President of
the post graduate student council at my current university. I am currently
pursuing my MBA in Banking and Finance to gather the necessary hard skills
to further my career in the financial services and asset management sector.
Owing to my keen interest in finance and investment related services and my
proficient inter-personal and client management skills, I believe that I possess
all the necessary attributes to foster a successful in career in this industry.