Private Banking Cover Letter

In response to your job posting for private banking, I am including this letter and my resume for your review.

In the previous role, I was responsible for credit, industrial and financial analysis on structured complex deals for Private Banking clients.

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:

• Possess knowledge of high net worth marketplace and credit products
• IFIC or CSC mutual funds registration is preferred
• Consult on new products, services and automated systems to assist the LOB(s) with incorporating compliance requirements into these initiatives
• Act as subject matter expert on the application of Trust and Tax laws and regulations as they apply to the LOB and the compliance program
• Detailed knowledge of Trust and Registered Plan regulations
• Demonstrates positive attitude and willingness to provide support as needed
• Familiarity and knowledge of cash management and lending products
• Detailed knowledge of Trust and Registered Plan regulations, and Securities regulation

I would like to submit my application for the private banking opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.

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:

• Participate in the architecture, design decisions for a Web portal development
• Follow consistent practice in coding and unit testing
• Adhere to code reviews, standards and practices
• Work collaboratively with distributed teams
• Create a framework that future PB applications can leverage
• Identify issues and risks and proactively bring it to the tech lead for resolution
• Communicate efficiently within and outside the team
• Excellent knowledge of Oracle and ORM technologies (JPA2, Hibernate)

I would like to submit my application for the private banking opening. Please accept this letter and the attached resume.

Previously, I was responsible for specialized services to key HNW markets like professional services to partners of major law, accounting and medical business as well as providing private banking services to HNW clients of Wood Gundy.

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:

• Track record of success in assistance and support of client relationship development and management is critical
• Working level skills in interviewing high net-worth clients
• Solid experience in product review and approval
• Well versed with HKMA and SFC compliance
• Supports, develops and implements the international marketing strategy
• Works closely with key stakeholder / departments including PR, events, digital, publications and internal communications
• KPI’s – ROI monitoring of initiatives and projects
• General portfolio management knowledge including asset allocation and traditional and alternative investments

Please consider me for the private banking opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for recommendations to the Market Manager on the goals and objectives for the Manager, Banking and Private Bankers based on the LOB strategy and direction from National Office, as well as providing input on performance evaluations of banking professionals as it relates to banking expertise and knowledge.

Please consider my experience and qualifications for this position:

• Partners with bankers and relationship managers in underwriting and preparing loan memoranda for new loans, renewals, restructures, and amendments within policy guidelines
• Researches and analyzes pertinent financial statements of individuals, businesses, and other entities
• Evaluates and underwrites credit requests across disciplines including personal, commercial, and commercial real estate across a range of domestic geographies
• Partners with Bankers, Relationship Managers and other internal clients through financial/credit analysis and identification of risk factors
• Adds value to ultimate client relationship by providing timely response and quality underwriting in coordination with client needs
• Partners with other Financial Analysts, Senior Financial Analysts, and Team Leader to meet proscribed standards of underwriting quality, client service, and productivity
• Spreads, researches, and analyzes pertinent financial statements and tax returns related to personal, commercial, and real estate entities
• Recommends appropriate structure, pricing and covenants on credit facilities

In response to your job posting for private banking, I am including this letter and my resume for your review.

In my previous role, I was responsible for balanced and appropriate credit guidance to Private Banker, Client Manager or Region Manager and collaborates in determining appropriate credit strategy across regions.

Please consider my experience and qualifications for this position:

• Strong concept knowledge in Web Services, REST APIs, SOA, OAuth, IAM
• Experience in Tomcat, Websphere, Intellij
• Experience with version control practices preferably using SVN, Jira
• Design and develop scalable technical implementation
• To work with Relationship Managers in the management of problem and default debts
• Management of the Kleinwort Hambros Watch list process, ensuring all reporting is kept up to date on individual files and collectively for internal reporting
• Reporting to the Head of Credit Sanctioning and acting as the Subject Matter Expert for Risk in the Management of Problem debts/Watch list Files
• Providing support to the Credit Approval Team as necessary in the day to day analysis and approval of performing lending