Investment Banker Resume Sample

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Sarah Connely

Investment Banker

Email
[email protected]
Skype
sarahconnely
Mobile
0017489902748

I am a performance driven investment banker who has significantly worked with passion and dedication to build strong customer relations. This has resulted in better investment deals and maximization of revenue growth. I have led teams and motivated them to build investment clients and work in order to exceed our own revenue records. I wish to work in a bank where challenges are welcomed and dedication and passion are appreciated. I know I can positively add to a workplace and I wish to learn more from it.

Personal

Driving License

Yes

Relocation

Yes

Home Address

1411, County Drive, New York City, NY.

Nationality

United States

Date of Birth

1977/10/02
Achievements

Achievements

Won top graphic designer award in uinversity in 2013.newlinermIllustrator award in 2012.newlinermNew Business development in 2013
Personal Skills

Customer Service

Investment planning

Banking solutions

Team builder

Training

Knowledge of Stock Market

Technical Skills
  • Market Analysis
  • Investment Foresight
  • Data Analysis
  • Financial Analysis
  • Accounts and Balance
  • Stock Market
  • Strategic Planning
  • Leadership
  • Team Builder
  • Motivation
  • Presentation Skills
  • Investment Package Design
  • Customer Relations
Languages

Dutch

Elementary Proficiency

Italian

Elementary Proficiency

English (US)

Native or Bilingual Proficiency
Work Experience

The Investment Bank

Senior Investment Manager June 2015 to Present

Responsible for growig revenues and providing financial solutions to high net worth clients. I am also responsible for training my team to deliver the best customer service and provide helpful answers to all clients. My responsibilities include training my team to retain regular account holders and sell investment products to more clients in order to increase the bank's lient base and revenue growth.

Bank of the East

Investment Banker October 2010 to May 2015

Responsible for driving the investment team to build strong relationships with high net worth clients. Better customer service and facilitation was taught to the team. I was in charge of developing strategic financial solutions for individual clients.

New York Bank

Investment Consultant January 2003 to January 2010

Successfully built clientele and maintained existing accounts while yielding revenue growth. I was responsible for staying abreast stock market trends and answering clients' queries regarding their investment scopes. I was also responsible for suggesting investment options and updating records.
Education

State University New York

Masters — Masters of FInance and Banking (September 2000 to March 2002)

Excellent performance in University.

School of Finance and Accounts

Bacholers — Bachelors of Finance (September 1996 to May 2000)

Grade A student.
Activities & Interests
News
Web Surfing
Reading
Yoga
Cinema
News paper

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