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Your Name

International Financial Advisor

Indian Trail, NC

your.email@example.com
111-222-3333
www.your-website.com

Summary

Bilingual MBA Financial Advisor with 8 years of experience in the financial industry (Domestic and International Clients). Strong track record of successful sales and account development; initiating contacts and securing new business; developing interactive relationships with clients, both account management and new business; expanding existing accounts, up selling and closing deals. 
Qualified to present, negotiate and secure contracts with large revenue-producing accounts; able to execute multiple projects simultaneously, with the self-motivation, initiative, and business savvy necessary to meet the challenges of today's competitive marketplace; solid communication, detailed oriented ; team player with a persistent approach to identifying and closing sales.

Work Experience

International Financial Advisor

Merrill Lynch, Charlotte, NC

Jun 2012Current

Wealth Management. Development of financial strategies, implementation of financial solutions and periodic review of portfolios.
  • Work with family owned businesses and individuals. Domestic and International Clients (in Latin-America)
  • Prospecting tools used: referrals from other professionals (40%), cold calling (30%), networking (30%).
  • Implementation of Investment Solutions: Building my own portfolios (mutual funds, bonds, CD's, other Money Market instruments), using pre-set portfolios of mutual funds, institutional money managers. Also for qualified investors, implemented alternative investments, endowments and structure products.
  • Products: Brokerage accounts, IRA's, 529 plans, life insurance and other financing products.
  • Total support to clients, analysis of both sides of balance sheets, helping them to identify business opportunities and financial strategies such investments, financing, etc.
  • Portfolio analysis. Implementation of retirement solutions, estate planning, education planning and other institutional products

Personal Banker Registered

Wells Fargo Bank, Charlotte, NC

Nov 2010Jun 2012

Selling retail banking and investment products.
  • Develop and manage relationships. Cross-sell appropriate products referring customer to partners.
  • Scheduling appointments for new and existing clients. Answering client's questions, helping clients with operational issues and conducting financial reviews. Solving problems of difficult clients.
  • Build relationship with business partner and prospect opportunities for investments, insurance, personal and business financing.
  • Secure new businesses, generates profitability.
  • Monitoring and tracking of sales activity, sales referrals, new sales, etc.

Financial Services Associate

Prudential Financial, Charlotte, NC

Jul 2009Sep 2010

Servicing clients with their Insurance and Retirement needs.
  • Opening accounts (annuities, life insurance, investments) and processing paperwork. Coordinating underwriting of pre-issue contracts.
  • Elaboration of reports, investments proposals, equities and mutual funds selection.
  • Scheduling appointments for new and existing clients. Answering client's questions, helping clients with operational issues and conducting financial reviews. Solving problems of difficult clients.
  • Following with compliance procedures, organizing and maintaining files.
  • Preparation of sales packages and marketing material. Coordination of seminars and other marketing events.

Financial Advisor

Merrill Lynch, Charlotte, NC

Apr 2006Jul 2008

Wealth Management. Development of financial strategies, implementation of financial solutions and periodic review of portfolios.
  • Work with family owned businesses and individuals. Domestic and International Clients (in Latin-America)
  • Prospecting tools used: referrals from other professionals (40%), cold calling (30%), networking (30%).
  • Implementation of Investment Solutions: Building my own portfolios (mutual funds, bonds, CD's, other Money Market instruments), using pre-set portfolios of mutual funds, institutional money managers. Also for qualified investors, implemented alternative investments, endowments and structure products.
  • Products: Brokerage accounts, IRA's, 529 plans, life insurance and other financing products.
  • Total support to clients, analysis of both sides of balance sheets, helping them to identify business opportunities and financial strategies such investments, financing, etc.
  • Portfolio analysis. Implementation of retirement solutions, estate planning, education planning and other institutional products.

Financial Planner

National Financial Services Group, Charlotte, NC

Nov 2004Apr 2006

Comprehensive individual financial planning, estate planning, business planning, and the placement of investment and insurance products.
  • Initiating and developing relations with individuals and small business owners, designing plans that respond to their needs.

International Sales Executive

Cofaco SA,

2001 2002

Managed accounts and developed new business in Latin America, USA and Europe, reporting to Sales and Product Development Director. Identified, contacted and secured new clients.
  • Worked with product development, production and logistics to meet customer requirements. Prepared sales budget, products specs analysis, costing. Provided product development support to clients. Attended textile/apparel shows and clients events.
  • Successfully completed all projects on time and under budget.
  • Obtained new sales opportunities in Latin America, USA and European market.
  • Secured new accounts: Armani, Bobby Jones and Falabella.
  • Promoted partnerships with new clients. Provided exceptional customer service and support.

Product Manager

Textil San Cristobal SA,

1998 2000

Management of Polo Ralph Lauren Co. and Land's End accounts, reporting to Sales and Product Development Director. Main contact between the factory and client's Product and Research Development, Designers, Production, Logistics and Finance departments.
  • Developed annual sales budget.
  • Coordinated design, development and production of new garment's styles, colors and trims.
  • Directed development of salesman samples.
  • Analyzed product specs, developed cost sheets and negotiated prices.
  • Negotiated contracts, purchase orders (allocations, lead times and delivery dates) and negotiated and checked letters of credit.
  • Supervised and coordinated planning, production and delivery of purchase orders.
  • Attended meetings and events with clients, in their corporate offices in New York and Wisconsin.
  • In 1999, sales to Polo RL were increased from $12M in 1998, to $26M in 1999 In 2000, became the principal account of Textile San Cristobal with a volume of sales of $36M, enhancing relationship with the client.

Account Executive

Armstrong SRL,

1996 1997

Agent in Peru of Calvin Klein Jeanswear Co. and Abercrombie & Fitch. Sourcing of Peruvian cotton knit products.
  • Identified business opportunities with Peruvian textile manufacturers.
  • Negotiated contracts, terms and conditions for operations. Analyzed quotations and allocated purchase orders.
  • Supervised production, quality of garments and shipments.
  • Supported customers and vendors about issues related to product development.
  • Optimized quality and pricing of product offerings.
  • Ensured highest levels of customer service.
  • Improved production and delivery performance of Peruvian factories.

Commercial Assistant

Texport S.A,

1995 1996

Assisted Account Executive of Guess and Old Navy, managing daily operations of product development (color lab dips, prototypes and samples).
  • Oversaw production and samples schedules.
  • Obtained good records in delivery of prototypes and samples.
  • Provided exceptional customer service and support.

Commercial Assistant

Diseno & Color SA,

1994 1995

Assisted Commercial Manager of GAP and Old Navy, managing daily operations of product development and production.
  • Ensured quality and timely delivery of prototypes and samples.
  • Ensured customer service and satisfaction of our clients.

Marketing Assistant

STANSA, Lima, Peru,

1993 1994

Assisted Marketing Manager of Furniture Store.
  • Managed sales and developed strategic marketing campaigns. Coordinated marketing events. Oversaw costs to control profitability. Developed sales budget.
  • Contributed to enhancement of company image and obtained increase in sales.

Education

M.B.A. in Executive Master of Business Administration

School of Business of Fullerton, California State University & Universidad San, Fullerton, CA

B.S. in Management & Direction of Enterprises

Universidad Catolica del Peru,

B.S. in Industrial Engineering

Universidad Nacional de Trujillo,

Additional Information

SKILLS
  • Software Applications: MS Word, MS Excel, Lotus, PowerPoint. Outlook.
  • Languages: Spanish & English
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