Best Response

Flip the postions of the High School Club and School Investment Club; most recent information should come first. Another bullet or two under the School Investment Club. Remove the Excel portion of Skills & Interests. Do not put Excel as one of your skills. You're setting yourself up to get owned by a group of Excel professionals. No matter how great you think your Excel skills are. If you used Excel at all throughout your PWM experience you can add that as a bullet, this is different than claiming Excel as a hard skill. It shows you have experience with Excel without setting yourself for disaster. Do you know any computer programming languages (Not a necessity by any means)? You can also remove the "AAA League" thing. No one will care. How long have you volunteered at those two organizations you listed? Other than that it's good. Focus on your networking. Plenty of Canucks out there...

 
Magilla:
Flip the postions of the High School Club and School Investment Club; most recent information should come first. Another bullet or two under the School Investment Club. Remove the Excel portion of Skills & Interests. Do not put Excel as one of your skills. You're setting yourself up to get owned by a group of Excel professionals. No matter how great you think your Excel skills are. If you used Excel at all throughout your PWM experience you can add that as a bullet, this is different than claiming Excel as a hard skill. It shows you have experience with Excel without setting yourself for disaster. Do you know any computer programming languages (Not a necessity by any means)? You can also remove the "AAA League" thing. No one will care. How long have you volunteered at those two organizations you listed? Other than that it's good. Focus on your networking. Plenty of Canucks out there...

Thanks for your advice. The reason I put the high school club before the investment club is because I was much more involved with the high school club. So far, I haven't had too much experience to talk about the investment club.

I have used Excel quite minimally in the PWM experience, only used it for inputting potential companies' contact info and such....I'll just glorify that experience under the pwm then. Should I leave the MS powerpoint/word under skills though?

Also, the 2 organizations that I have volutunteered at has 3+ years of experience. But since it's irrelevant to banking and there's not much space left I just left them out. Should I put something for that or should I try to bring it up during the interview?

Thanks again for the help.

 

I know you're glorifying your PWM experience, as most do, but can you be anymore specific? "Analyzed Division Director's clients' portfolio and made recommendations to diversify assets" is vague and therefore can be interpreted a number of ways. Instead of saying "Generated several leads that potentially leads to larger client base", you can instead talk about the number of cold calls you produced, the number of potential leads, potential size of clients contacted, etc. It's all about eye-catching details and quantifying your results. Solid resume for a college freshman, keep at it.

 
SlikRick:
I know you're glorifying your PWM experience, as most do, but can you be anymore specific? "Analyzed Division Director's clients' portfolio and made recommendations to diversify assets" is vague and therefore can be interpreted a number of ways. Instead of saying "Generated several leads that potentially leads to larger client base", you can instead talk about the number of cold calls you produced, the number of potential leads, potential size of clients contacted, etc. It's all about eye-catching details and quantifying your results. Solid resume for a college freshman, keep at it.

Honestly, the "Generated several leads that potentially leads to larger client base" consists of me finding phone numbers in rich neighbourhoods and inputting those numbers into a do-no-call list to see who is available to call. Then I would give the list to Financial Advisors for them to cold call.

How do I go about describing this? I can't really track how many clients are brought in as a result of my work either..

Thanks for your advice!

 

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