Global Wealth Management Cover Letter

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

In my previous role, I was responsible for meaningful advice and guidance from an adjudication perspective to help identify an acceptable level of credit risk on potential credit opportunities being considered by Private Banking when applicable.

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:

• Manage the production of the Metcollect application for GIM AUM and revenue reporting and support the GIM/GFM scorecard monthly publication
• Proven track record as a respected strategic advisor to senior leaders, with success developing and executing multi-stakeholder communication strategies
• Expertise in building and sustaining major brands
• Experience working in a P&L environment
• Executive Directors within business, operations, or project organizations
• Management work experience and Global Stock Plan Services experience strongly preferred
• Exceptional written, listening, and verbal skills
• Adept at using the Microsoft Office suite for the development of communications

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

In my previous role, I was responsible for subject matter expertise to regional Chief Risk Officers and Credit Risk Management units and contributes to the development and implementation of International Wealth Management lending programs.

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

• Proficiency in Excel, PowerPoint, ESSBASE
• Working on one-off requests to satisfy highly customized client needs with a focus on providing solutions while protecting client and bank interests
• In consultation with the Business provide approvals for complex illiquid transactions in discretionary accounts
• Assist in implementing procedural changes strategic solutions to resolve ongoing risk issues in discretionary accounts
• Establish and maintain a globally consistent risk governance framework
• Report on Fiduciary Issues to relevant Risk Committees
• Actively participate in new product development in order to determine appropriate risk controls
• Review product offerings for IM portfolios (funds, structures, deposit sweeps) to ensure they are appropriate for our discretionary investment management clients

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

Previously, I was responsible for expert advisory credit risk and compliance support and effective oversight and control to the Private Wealth business.

Please consider my qualifications and experience:

• Advanced proficiency with MS Office suite and Adobe Acrobat
• Outstanding writer, proof reader and copy editor with experience writing in the financial sector
• Regional (US, EMEA, Latin America and EMEA) CFO Teams for Private Banking
• Deposit Finance team in Mumbai
• Highly motivated and a fast learner - self-starter with strong initiative
• Pro-actively takes ownership of issues and executes through completion
• Analytical, detail-oriented and able to multi-task
• Able to work independently in a team across global locations and multiple time zones

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

In my previous role, I was responsible for appropriate investment, credit, banking solutions and wealth advisory services.

Please consider my experience and qualifications for this position:

• Clarity and SAP experience preferred
• Prior receptionist experience desirable
• Proactive attitude, self starter and open to feedback
• Passion and aptitude for sales and managing client relationships
• Highly motivated with entrepreneurial drive
• Confident and articulate communicators with strong interpersonal skills
• An extensive knowledge of, and enthusiasm for financial markets
• Fluency in English and Mandarin, in addition to cultural knowledge

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

Previously, I was responsible for advisory support to GE Front Office personnel with respect to industry regulation, legal requirements and internal policies.

Please consider my qualifications and experience:

• Partnering with business, legal and compliance in order to define and broaden the scope of fiduciary oversight
• Excellent industry, markets and investment product knowledge - viewed as an industry and investment “expert” by the client
• Strong presentation skills, an excellent communicator with client facing experience and existing HNW/UHNW client relationships preferably in Singapore, Malaysia, and/or Indonesia
• Knowledge of Wealth Management and retail brokerage supervisory and operational regulations, processes and procedures
• Comfortable working in a team environment and working together to find solutions
• Deliver work product in a clear and organized manner
• Comfortable working in a team environment to meet function priorities
• Proficiency with Microsoft Office Suite and Internet