Senior Financial Advisor

   Example Europass Curriculum Vitae
Personal information   
First name(s) / Surname(s)  Pr Ekdahl
Address(es)  Box 1181, Kungsbron 1
111 91
Telephone(s)  Home: +55-555 65 00 Mobile: +55-555 00 93
Nationality  Swedish
Work experience   
Dates  April 2003 - present
Occupation or position held  Financial Advisor
Main activities and responsibilities  Responsible for understanding client's distribution strategy and the various issues to be considered, as well as providing input and advice to achieve the desired strategy. Secondary responsibility involves the undertaking and coordinating the registration process of investment funds in various categories in conjunction with our network, the client, and other administrative parties.
Name and address of employer  Morgan Stanley of Stockholm Olof Palmes gata 29 Stockholm 111 22, Sweden
Type of business or sector  Financial Planning
Dates  January 1997 - April 2003
Occupation or position held  New Financial Advisor
Main activities and responsibilities  Devised and executed business development strategies to attract and acquire new clients. Analyzed client's financial needs and goals. Advised clients regarding the advantages and disadvantages of different investment strategies. Created, implemented, and continually reviewed a plan that included strategies designed to help clients pursue their long-term goals. Acted as the steward of the client assets in order to achieve client satisfaction.
Name and address of employer  WILO Norge Financial Services Stra 12, Stockholm 0901, Sweden
Type of business or sector  Financial Planning
Education and training   
Dates  September 1995 - June 1997
Title of qualification awarded  Master's Degree in Finance and Statistics
Principal subjects / occupational skills covered  Principle studies included: Business, Finance, Economics, and Accounting. Interned for 15 months with WILO Norge Financial as a Financial Advisor Trainee. Master's thesis done on The Future of Financial Planning.
Name and type of organisation providing education and training  University of Stockholm - Business College
Dates  September 1991 - June 1995
Title of qualification awarded  Bachelor's Degree in Finance and Marketing
Principal subjects / occupational skills covered  Principle studies included: Accounting, Economics, Finance, and Statistics. Secondary studies included Business Communications, Bus. Law, and Business Management.
Name and type of organisation providing education and training  University of Stockholm-Linkpings Universitet
Personal skills and competences   
Mother tongue(s)  Swedish
Other language(s)   
Self-assessment  UnderstandingSpeakingWriting 
European level  ListeningReadingSpoken interactionSpoken production  
English  C2Proficient UserC2Proficient UserC2Proficient UserC2Proficient UserC2Proficient User 
Russian  B2Intermediate UserB2Intermediate UserB2Intermediate UserB2Intermediate UserB2Intermediate User 
Social skills and competences  Excellent communication and language skills in English and Russian as well as native tongue. Good writing skills. Excellent interpersonal skills and high level of integrity.
Organisational skills and competences  Over ten years of experience assisting with and ensuring that ongoing regulatory and tax reporting obligations of marketed investment funds are satisfied. Additional experience includes supporting managers by interfacing directly with clients and providing proactive assistance. Advanced skill level regarding identifying opportunities to provide clients with advice regarding fund distribution and related regulatory issues.
Computer skills and competences  Advanced proficiency with Microsoft Office Works Suite 2007 (Access, Excel, Outlook Express, Power Point, Word, and WordPad. Typing speed of 70 wpm at a 94% accuracy rating.
Artistic skills and competences  Attending Modern Dance classes.
Other skills and competences  Acquired all necessary insurance licenses and securities registrations. I possess NASD Series 7, 63 and 65 securities licenses, as well as certifications for CFP, ChFC, CLU, and CFA. I am also in the process of acquiring further licensing as a Group 1 Chartered Retirement Planning Counselor (CRPC) within the required time frame. Honesty and integrity are core values for me. I possess a high level marketing and business development aptitude as well as a strong entrepreneurial spirit combined with a work ethic of the highest standards. I strive to achieve a level of excellence where my interpersonal skills and integrity are concerned. Not only do I have a high competitive drive, but I am very achievement oriented. My high degree of self-confidence and empathy for the client helps me to achieve my goals.
Driving licence(s)  Groups B, BE, D1, and D1E
Additional information  References available upon request.