Personal Development Plan and Personal Summary - Essay Example

EOM ESSAYS Personal Development Plan Name: Jiaoyang Wang Covering the period from: September 2012 To: January 2014 My Goals: To gain meaningful understanding of clients and financial institutions on how to invest wisely. What do I want/need to learn? What will I do to achieve this? What resources or support will I need? What will my success criteria be? Target dates for review and completion. How have I chosen these dates? Strong ethical responsibility By setting clear moral standard from the onset. Clients and financial institutions By showing how best I handle customers/financial clients. Immediately, as this gives clear view of goals. Desire for life long learning prepared to work hard. Through intensive research From both financial journals and books. Books and journals Through having clear understanding of market trends. After 6 months period. It will give clear ability on my understanding. Detail oriented/analytical skills Paying attentive to clients’ demands. I will need both the client and financial institutions support. By changing the perceptions of my clients. It’s a continuous learning process. Interpersonal skill By constantly interacting with clients. Supportive clients By the way I interact with clients, and through awareness on hw we interact. This is also a continuous process of learning Jiaoyang Wang 11 Belmont Park, London, SE13 5BJ Mobile: 07931990926 Email: wangj37@coventry.ac.uk Mr XYZ AB Company Y Streets X Town KK1 1PP Date Dear Mr XYZ I am fascinated in the position of Financial Advisor, advertised on AB website this week, and enclose my CV for consideration. During my career, I have gained extensive knowledge in effectively presenting and selling valuable financial solutions to clients. I believe myself to be a principled and incisive financial advisor who operates with honesty and sincerity at all times. My advance is to afford an excellence repair that enables customers to have the self-confidence to approach back for more advice at a later date. I can fit into place with different kinds of people, despite of whether the event is formal or informal, and have exceptional management and negotiating skills. I believe that I am competent of exceeding the necessities of this role and would like to be given the chance to give to AB Company’s success. Thank you for your consideration. Yours sincerely Jiaoyang Wang Jiaoyang Wang 11 Belmont Park, London, SE13 5BJ Mobile: 07931990926 Email: wangj37@coventry.ac.uk PERSONAL SUMMARY A very skilled financial advisor having significant success in advising high net worth individuals and corporate clients on investments. Over 6 years understanding in providing financial services and supporting clients in making well-versed decisions by showing them a range of options and helping them to assess the merits of diverse plans. Possessing in depth understanding of mortgages, loans, and venture strategies and efficient hard to customer-driven and sales-focused service. Having exceptional skills, able to work in a embattled situation, as an individual and also part of a team, and experienced at working to strict compliance requirements. Currently seeking a financial advisor position. Career History FINANCIAL ADVISOR – ZHONGGXIN (Sep 2012- Jan 2014) Required to produce financial reports and forecasts for senior manager. Frequently reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations. To encourage and promote the big business to attract clients. Signifying venture strategies clearly to clients. FINANCIAL PLANNER –JP MORGAN (Jan2010- Jun2011) Producing corporation advertising and promotional literature. Providing managerial support as well as report writing and new business processing. Liaising with customers on one on one. KEY COMPETENCE SKILL Investment strategies Portfolio managements Stock and shares Auditing Client relations Education Background 2012-Present: Coventry University London Campus Undergraduate Global Business Management Modules studied include: Economy; Marketing; Accounting; Organizational Behaviour; International business culture; Management Data Analysis; Consumer behaviour; Supply Chain and Operation Management; Entrepreneurship in a Global context. 2010-2011: College Of Technology London HNC in Business Management (London) 2009-2010: Management Development Institute of Singapore (Singapore) MAJOR: English language skills diploma. 2006-2009:No.1 Middle School (Heilongjiang, China-High School) LANGUAGES English Mandarine Cantonese INTERESTS AND HOBBIES Singing, dancing and swimming Reflective Report. My position as a student studying higher national diploma in business management makes this an important issue for me .I realized that most people and financial institutions used a certain form of investment that was of no value to the intuitions and clients. To them, this value was determined solely by whether something could be invested in other ways, whether something was marketable or not.  In contrast, the inventors seemed quite shy and hesitant to use anything more than technical language, approximately as if this was the only proof essential – as if no further clarification was needed This variation enforced me to replicate on the aims of this course how communication skills are not standard, but be different according to time and place. Like in the ‘Research Methodology’ model discussed in the initial lecture, these testimonial skills are the consequence of a form of triangulation which I have made. There two key path ways to become a trusted advisor, which are mainly strong interpersonal skills and emotional intelligence and technical skills an advisor need to build on these areas to become “a trusted advisor” technical skills are typically easy to observe, quantify and measure, while interpersonal skills are harder to train but can also be effectively learned and developed with the best training .while some advisors are naturally gifted with interpersonal skills and high emotional levels but at times even the most trusted advisors have to work extra hard to acquire new skills. The importance of emotional intelligence suggests that most of major institutions consider this while recruiting advisors as main roles of financial advisors acts as a voice of reason to the clients on identifying areas of portfolio strengths and weakness. It is also evident that having both interpersonal skills and emotional intelligence alone that is required to earn the title of “trusted advisor, but superior technical skill is also required. The implications here should be that the designations of financial advisor should represents to clients the advisor has reached a higher level of performance in each of key areas required to be trusted with the clients on both practical and technical delivery of advise. Ainsworth, Jim H. How to Become a Successful Financial Consultant: Making a Living Investing Other Peoples Money. New York: John Wiley & Sons, 1997. Print. Gresham, Stephen D, and Stephen D. Gresham. The New Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families. Hoboken, N.J: Wiley, 2012. Internet resource. West, Scott, and Mitch Anthony. How Top Advisers Sell: Story Selling for Financial Professionals. Chicago, Ill: Dearborn, 2000. Print. Mullen, David J. The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer. New York: AMACOM, 2008. Print. Mullen, David J. The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers. New York: American Management Association, 2010. Internet resource. Parisse, Alan, and David Richman. Questions Great Financial Advisors Ask and Investors Need to Know. Chicago, IL: Kaplan Pub, 2006. Print. Luna, Robert J, and Jeremy A. Kisner. A Good Financial Advisor Will Tell You: Everything You Need to Know About Retirement, Generating Lifetime Income, and Planning Your Legacy. Lake Placid, NY: Aviva Pub, 2012. Print. Rattiner, Jeffrey H. Rattiners Financial Planners Bible: The Advisors Advisor. New York: John Wiley & Sons, 2002. Internet resource. Read More