Manager Sales

Christopher Weitz

Email: *********@********.***

Address: Apt 202, 9 Maxwells Green

City: Somerville

State: MA

Zip: 02144

Country: USA

Phone: 857-***-****

Skill Level: Experienced

Salary Range: $60,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

CHRIS WEITZ

9 Maxwells Green, Apt 202, Somerville, MA 02144 * 857-***-**** * *********@********.***

PROFILE:

Articulate financial services professional with extensive experience in developing and nurturing relationships with clients. Successful track record in providing clients with tailored solutions to meet their objectives. Proven ability to generate referrals. Particular ability to communicate effectively at all levels, internally and externally.

EXPERIENCE:

ISM Financial Solutions, London, UK November 2009 - July 2012

Wealth Management Consultant

Ensured the most effective vehicles and financial instruments were implemented and taxed efficiently in order to meet clients' needs while meeting internal revenue and compliance requirements.

Directly sourced own leads from prospecting, and referrals (target three new clients per month).

75% of my clients from the legal profession, niche market to Attorneys, book of 90 retainer fee clients.

Comprehensive financial planning for clients according to their objectives and attitude to risk.

Managed administrative and paraplanning teams and trained new employees.

Since November 2009, delivered approximately $280k retainer fee income and $300k transactional revenue and 25 new retainer fee clients since May 2010. Business was delivered mainly via referrals.

Approximately $5m of clients' assets migrated onto the ISM Solutions platform since May 2011.

Ashlea Financial Planning, Cheltenham, UK January 2008 - November 2009

Independent Financial Planner

Detailed client cash flow analysis, risk profiling, market research, fund analysis, pricing and structured reviews for the firm's existing clients. Application of Morningstar research software to build portfolios.

Became licensed in September 2008 to advise private clients.

Kraft Foods International, London, UK January 2005 - January 2008

Customer Manager / Analyst (8/06 - 1/08)

Customer Manager for Confex, Bargain Booze and Sterling. Grew Bargain Booze business by 34% in Q1 & Q2 2007 with a YE plan +20% due to acceptance of Christmas proposals.

Promotional Spend Analyst for the NISA Todays Team, provided recommendations and improved promotional efficacy.

Outside Field Sales Executive (12/04 - 8/06)

Field based, customer facing role. Trained and managed a team of four in depot sales development staff.

Parkside International, Leeds, UK August 2003 - December 2004

Account Executive - Johnson and Johnson

Managed the day to day supply chain of a 3.5m turnover account in French and English.

EDUCATION:

Chartered Institute of Insurance, London

Diploma in Financial Planning - Dip PFS (September 2011)

Certificate in Financial Planning - Cert PFS (September 2008)

Comprising: CF1- Regulation and Ethics, CF2 - Investment and Risk, CF3 - Financial Protection, CF4 - Retirement Planning, CF5, Integrated Financial Planning, RO2 - Investment Principles and Risk, RO3 - Personal Taxation

Cardiff University, UK

LLB Law and French, (June 2002)

ADDITIONAL INFORMATION:

UK Citizen able to work for any US company without sponsorship.

Fluent in French, conversational ability in German and basic Mandarin.

I enjoy playing the piano, travel, and dining out with friends.

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