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金融行業(yè)的中英文簡(jiǎn)歷模板
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Kimberly Clarkson
34th Street, Manhattan, NY 12345TELL:****** Email:
***********
Objective: Seeking a Chief Financial Officer position in a reputed company
Qualifications
. More than 10 years of experience in Banking Relations and Management
. Result oriented banking professional and expert in Business Development, Strategic Planning and achieving target sales
. Excellent oral and written communication skills
. Strong leadership and team-building skills
Experience
Vice President, 2005-present, J.P. Morgan Chase Bank, Boulder Junction, NV
. Planning and coordinating events for new client acquisitions
. Responsible for sales plan development of HNWI (high-net-individuals)
. Developing new clientele of HNWI accounts and retaining existing clients
. Achieved highest sales of investment management accounts in 2007, generating $2 million in fees
Unit Manager, 1998-2005, Citi Bank, Henderson, NV
. Responsible for achieving production targets for new deposits and loans
. Prepared and successfully implemented a marketing plan for sale of credit that includes estate planning, loan disbursement and investment management
. Arranged and conducted training for relationship managers and investment officers as a marketing initiative
Education
M.S. in Business Administration: May 1997
University of New York, WA Major: Finance
B.S. in Finance: May 1995
University of New York, WA
Professional Affilations
Chairmen of American Association of Banking professionals: 2000
Vice-President of American Association of Investment
Analysts: 2004
中文簡(jiǎn)歷模板:金融行業(yè)的中英文簡(jiǎn)歷模板
Kimberly Clarkson
34th Street, Manhattan, NY 12345
TELL:****** Email:***********
求職目標(biāo):知名公司的首席財(cái)政官職位
個(gè)人資質(zhì)
·超過(guò)10年的銀行關(guān)系和管理經(jīng)驗(yàn)
·結(jié)果導(dǎo)向的銀行職業(yè)人士和業(yè)務(wù)發(fā)展專家,擅長(zhǎng)戰(zhàn)略規(guī)劃和實(shí)現(xiàn)銷售目標(biāo)
·優(yōu)秀的口頭和書面溝通能力
·優(yōu)秀的領(lǐng)導(dǎo)能力和團(tuán)隊(duì)建設(shè)技能
工作經(jīng)驗(yàn)
副主席,2005年至今,摩根大通銀行,新澤西州
·為收購(gòu)新客戶而進(jìn)行相應(yīng)的規(guī)劃和協(xié)調(diào)
·負(fù)責(zé)為富裕人士(高收入個(gè)人〕制定銷售計(jì)劃
·開(kāi)發(fā)富裕人士新客戶和留住現(xiàn)有客戶
·2007年實(shí)現(xiàn)投資管理脹戶的最高銷售額,創(chuàng)造200萬(wàn)美元的費(fèi)用收入
部門經(jīng)理,1998-2005年,花旗銀行,新澤西州
·負(fù)責(zé)實(shí)現(xiàn)新存款和貸款目標(biāo)
·準(zhǔn)備并成功實(shí)施了信貸銷售的市場(chǎng)計(jì)劃,包括房地產(chǎn)規(guī)劃、貸款發(fā)放和投資管理
·作為一種營(yíng)銷活動(dòng)為投資和關(guān)系經(jīng)理人員安排和進(jìn)行培訓(xùn)
教育背景
工商管理碩士: 1997年5月
紐約大學(xué),華盛頓州,金融專業(yè)
金融專業(yè)學(xué)士學(xué)位:1995年5月
紐約大學(xué),華盛頓州
專業(yè)協(xié)會(huì)會(huì)籍
美國(guó)銀行業(yè)專業(yè)人士協(xié)會(huì)主席: 2000年
美國(guó)投資分析師協(xié)會(huì)副主席: 2004年
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