Asset & Wealth Management Cover Letter

Please consider me for the asset & wealth management opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for coaching and guidance to Financial Advisors on policies and procedures in order to promote risk awareness and a compliant environment.

My experience is an excellent fit for the list of requirements in this job:

• Professional accounting designation (CPA, CA) and/or MBA
• Demonstrated experience developing, reviewing/vetting, working with financial models and analyzing potential risks
• Good understanding of Retail brokerage, Financial advisory & retirement services, private banking, Trust, institutional money management, mutual fund management, hedge funds, fund administration and -accounting, transfer agency and custody
• Experience using Morningstar, Capital IQ, Thinkcell preferred
• Strong communicator in English and Chinese, written and spoken
• Good interpersonal skills Enthusiastic and able to work independently and under tight timeline
• Creative and strong work ethics, act as an initiator rather than a follower
• Background in Finance or Economics preferred

I would like to submit my application for the asset & wealth management opening. Please accept this letter and the attached resume.

Previously, I was responsible for oversight and input in to the AI Group’s Risk & Control Self-Assessment and related Process, Risk and Control inventory development.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Comfort with securities and derivatives valuation and risk drivers
• Comfort with risk management and stress testing techniques for securities and derivatives
• Prior experience working within a strategy or management consulting firm, corporate development group and/or private equity firm, with a strong focus on asset and wealth management sectors will be essential
• Knowledge of valuation, capital markets, and corporate finance issues related to M&A transactions, with extensive experience conducting strategic fit analysis
• Basic knowledge of Microsoft Office (MS Word, Excel, and PowerPoint) preferred
• Monthly financial reporting, analysis, oversight and review of results
• Understand underlying business drivers and provide strategic recommendations to Operations senior management
• Produce various monthly reporting including expense, headcount trends and other key operational metrics

I am excited to be applying for the position of asset & wealth management. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for tIO with Risk Control SME advisory service, adopting a partnership approach, in order to minimize risk and offering solutions to mitigate and lessen the cost of risk.

Please consider my qualifications and experience:

• An inquisitive mind with exceptional analytical skills coupled with a critical thinking mindset and eye for details
• Experience with investments and/or products preferred
• Action oriented with a focus results with an innovative mindset
• Participate in pre-sales calls, create and deliver customized presentations (in person or online), provide written proposals and subject matter expertise for solutions products for individual deals
• Deep market understanding including a) expert understanding of financial markets, its structure and trends and b) strong understanding of business model workflows of global players in the financial market
• Good skills in Microsoft Excel (TM) and CRM systems
• Good knowledge of Asset Management/Wealth Management audit or business experience
• Self-motivated, can apply good judgment, effective under pressure and flexible

I am excited to be applying for the position of asset & wealth management. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for guidance and assistance to develop and implement the risk and control quality assessments and related risk profiles, including risk, control, test and risk metric design in accordance with defined standards.

My experience is an excellent fit for the list of requirements in this job:

• Proven track record in the Big Data Platforms build out of Analytics within an organization
• Asset Management or Wealth Management Industry experience preferred
• Proven domain expertise in a Solutions Consulting function - Identifying opportunities, listening, questioning, clarifying detailed requirements, documenting project scope and presenting to customers
• Solid knowledge in investment
• Self-motivated, team work player and able to work under pressure
• Proficient in Excel, Word, Visual Basics
• Fluent in both verbal and written Russian language is essential
• Experienced at interacting with senior management

I submit this application to express my sincere interest in the asset & wealth management position.

In my previous role, I was responsible for information Security with insights gained from program activities to help escalate risk and enhance existing control frameworks.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Product Development/Management – Equities, Fixed Income, Alternatives, ETFs or Smart Beta
• Project Management – MiFid II etc
• Client Services or Front Office Support roles
• Governance, Risk or Controls experience
• Knowledge of project management techniques and software delivery frameworks ( Waterfall, Agile)
• Experience in business analysis, business program oversight, process improvement and standardization, and project management (PMO)
• Proficient in Clarity and supporting financial toolsets
• Knowledge and experience with various asset classes (e.g., fixed income, alternatives, equities) and complex instrument types (e.g., derivatives, structured products)