Banking CV Sample

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Banking is arguably the most prestigious industry in the world. It’s filled with lucrative opportunities, pays well, and no two days are the same.

At the same time, it’s incredibly competitive. It’s even more cutthroat at the Senior Management level. No longer do you spend your days tweaking financial models on spreadsheets and formatting reports.

Instead, you’ve risen to become the face of the bank. The onus is on you to sell the bank’s services to clients.

We’ve written CVs for COOs, CFOs and SVPs of some of the largest global banks. Like you, they’re natural orators who possess the gift of the gab and know exactly what career narrative they want to portray in their CVs.

So why do they engage our services?

Simple — because they don’t have the time to write their own CVs.

We understand – your time is valuable. We’d be more than happy to help you write your CV.

How could your CV look like? Take a look at one we’d recently written for a client.

 

This guide will show you:

 

Here’s a sample CV we recently produced for a Senior Banking Director based in Hong Kong.

Full Banking Director CV Sample

 

JAMES BUSSINGER

SENIOR BANKING DIRECTOR

PERSONAL INFORMATION

Tel No.: +852 XXXX XXXX | Email: jbussinger@email.com | Nationality: Swiss


EXECUTIVE SUMMARY

  • Client Advisor with 17 years of experience in private banking. Expertise in managing ultra high net worth clients across Middle East and Europe. [This opening line perfectly captures a strong summary]
  • Outstanding success in growing assets under management across diverse markets. Outstanding track record in retaining clientele during global financial crisis.
  • Strong technical background. Deep understanding of complex instruments with ability to provide detailed advisory to clients on maximising portfolio returns. [These are the exact phrases used in the job advertisement we are applying for. The HR Executive reading your CV may not have a banking background. Their understanding of the industry is limited. Ensure you use the language they’re familiar with, such as the phrases used in the job advertisement.]
  • Broad and deep understanding of diverse cultures across Middle East and Europe with strong multi lingual ability and proven ability adapt to different cultures within short periods of time.
  • Experienced working with C-level management and other business leaders on complex projects and strategic growth initiatives. Adept at motivating and mentoring teams in cross-functional environments. Excellent interpersonal and communication skills.

Achievements

    • Generate revenue stream of 1 million USD annually; successfully pitched and acquired several members of prominent ultra high net worth family across several locations in the Middle East, resulting in 9-digit assets inflows — XYZ Global Bank

 


AREAS OF EXPERTISE

Portfolio Management
Business Development
Client Advisory
Treasury
Contract Negotiation
Exotic Instruments
Financial Risk Cost Management Growth Strategy
Sales Management Staff Development

[Ensure the keywords here mirror those used in the job ad. The first round of vetting is often done by a software scanner. This section helps to pad the CV with key banking phrases necessary to get past those scanners.]


PROFESSIONAL EXPERIENCE

VICE PRESIDENT, SENIOR RELATIONSHIP MANAGER, MIDDLE EAST                                                  May 2014 – Present
XYZ GLOBAL BANK, SOUTH EAST ASIA
  • Responsible for acquisition and servicing of ultra high net worth clients, managing and strengthening key client relationships [The opening line captures all the reader needs to know about this role]
  • Identify clients’ needs and requirements; tailor suggestions to grow wealth using broad range of investment instruments available at XYZ Bank
  • Actively communicate with team of analysts to determine market sentiment; ideate on alternative investments and hedge against market volatility
  • Provide sound advice to clients and suggest broad spectrum of conventional and unconventional investment instruments for: small commercial projects, company acquisitions, bonds, securities and property investments to maximise portfolio returns
  • Collaborate with global and local organizations in the GCC and Asia to promote Hong Kong as a financial hub for Middle Eastern based investors, raising awareness of XYZ Bank’s Hong Kong booking platform

Achievements

    • Generate revenue stream of 1 million USD annually; successfully pitched and acquired several members of prominent ultra high net worth family across several locations in the Middle East, resulting in 9-digit assets inflows

 

DIRECTOR, CLIENT ADVISOR WEALTH MANAGEMENT, MIDDLE EAST AND EUROPE                                                  May 2011 – Feb 2014
UBS, SOUTH EAST ASIA
  • Single-handedly set up private banking operations desk targeting Middle East and Europe; responsible for acquisition and servicing of ultra high net worth clients
  • Leveraged on UBS’ wide network to acquire UHNW clients; tailor tax, legal, credit and investment solutions for complex offshore trusts
  • Provided mentorship to junior relationship managers; groomed and advised young executives on best practice and strategies to acquire clients and boost share of wallet

Achievements

    • Successfully grew share of wallet to over 150 million USD; achieved growth of 50% over 2 years
    • Played key role in stabilising operations in Hong Kong; identified underperforming and unprofitable accounts and ensured removal

 

DIRECTOR, CLIENT ADVISOR WEALTH MANAGEMENT, HNWI SAUDI ARABIA                                                  Sep 2008 – Apr 2011
UBS, SWITZERLAND
  • Headhunted internally to stem outflow of capital from private banking clientele during global financial crisis; actively communicated with client to provide assurances on deposit safety and excellent suite of services offered by UBS Wealth Management
  • Leveraged extensively on full spectrum of resources available in UBS to provide outstanding services to clients; connected UHNW clients with key investment specialists within UBS to reorganise portfolio in order to maximise returns during economic downturn

Achievements

  • Instrumental in retention of ultra high net worth clients during financial crisis; successfully maintained book value in excess of 400 million USD excluding strategic global custody accounts

 

ASSOCIATE DIRECTOR, REPRESENTATIVE WM                                                  Nov 2006 – Aug 2008
UBS Cairo
  • Responsible for marketing of UBS Wealth Management services; organised various outreach initiatives targeting HNWI across Cairo and Alexandria
  • Consistently led and drove various strategic marketing projects and regional initiatives to grow client base and improve service offering

Achievements

  • Instrumental in improving share of wallet through active identification of dormant and underperforming accounts; worked closely with client advisors to conceptualise and execute strategies to increase investments in UBS’ broad portfolio of investment instruments

 

WM SUPPORT, SAUDI ARABIA WEALTH MANAGEMENT                                                  Apr 2002 – Oct 2006
UBS Zurich
  • Performed duties as junior client advisor to HNW clients in Saudi Arabia
  • Selected by superiors to manage clients’ active trading portfolios due to familiarity with complex trading instruments and good grasp of market sentiments to provide sound client advice

 

ANALYST, SUGAR DEPARTMENT                                                  Jul 2001 – Mar 2002
Cargill International, Geneva
  • Responsible for daily long short position of contracts on the sugar futures market for worldwide office; produce reports detailing risk and portfolio for head office in USA

 

ASSISTANT, BRAZIL PRIVATE CLIENTS TEAM                                                  Mar 2000 – Sep 2000
Pictet Investment Co, London
ASSISTANT, PRIVATE BANKING, MIDDLE EAST (SAUDI)                                                Aug 1998 – Sep 1999
UBS, Geneva
TRAINEE                                                  Aug 1995 – Jul 1998
UBS, Geneva

[There’s no need to. go into detail for your earliest roles.]


EDUCATION & PROFESSIONAL QUALIFICATIONS

  • UBS Wealth Management Diploma (2006)
  • Maturite Commerciale (2001)
  • Swiss Commercial Federal Certificate (1998)

 


MISC. INFORMATION

  • Technical Skills: MS Office Suite
  • Languages: English, German, and Mandarin
  • Availability: 1 month’s notice

References available upon request
[There’s no need to list your references; if HR is interested in you they will ask you for them.]

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Isn’t James’ CV above impressive?

As an employer, we’d be incredibly excited when reading this CV. We would go “WOW!

Why?

Because it’s great! It tells us all we need to know about James – in just 2 pages.

But how exactly does he portray himself so effectively in so little space?

Before we let you in on the secrets of his CV’s success, why not download this CV sample first? Use it as a guide when writing your own CV.

Get a headstart with our Free Downloadable CV Templates – so you can start writing your new CV now!

Ready? Let’s dive in!

 

Breaking Down the Banking Director CV Sample

Banking Director CV Executive Summary

An Executive Summary is the opening paragraph of your CV. It’s a snapshot of your overall career.

In the 6 seconds recruiters spend reading your CV, they will read your Executive Summary first.

This means the Executive Summary is arguably the most important part in your CV. It tells recruiters your background, top strengths, certifications, industries you specialise in, and Significant Achievements.

Be sure to present your unique selling point and career narrative in your Executive Summary.

 

First, let us show you what to avoid:

WRONG

  • Senior Banking Director with experience in Private Banking, Client Advisory, Portfolio Management, Growth Strategy and Staff Traineeship and Mentoring across Relationship Management, Wealth Management and Futures Departments of multiple regional and global banks.
  • Excellent client communication skills, stellar at nurturing client relationships with HNWIs across multiple regions around the globe. Adept at latest industry trends; able to provide advisory to clients to maximise their portfolio returns based on my deep understanding of complex financial and technical instruments.
  • Accomplished leader, experienced in directing multiple large teams, overseeing cross-disciplinary projects, with a proven ability to deliver projects effectively and successfully

 

Now look at one which we had written for James:

RIGHT

  • Client Advisor with 17 years of experience in Private Banking and Client Advisory. Expertise in managing ultra high net worth clients across Middle East and Europe.
  • Outstanding success in growing assets under management across diverse markets. Outstanding track record in retaining clientele during global financial crisis.
  • Strong technical background. Deep understanding of complex instruments with ability to provide detailed advisory to clients on maximising portfolio returns.
  • Broad and deep understanding of diverse cultures across Middle East and Europe with strong multi lingual ability and proven ability adapt to different cultures within short periods of time.
  • Experienced working with C-level management and other business leaders on complex projects and strategic growth initiatives. Adept at motivating and mentoring teams in cross-functional environments. Excellent interpersonal and communication skills.

Achievements

    • Generate revenue stream of 1 million USD annually; successfully pitched and acquired several members of prominent ultra high net worth family across several locations in the Middle East, resulting in 9-digit assets inflows — XYZ Global Bank

 

Now, the second Executive Summary is clearly better.

Why?

It demonstrates:

  • Clarity of Thought. The updated Executive Summary is easier to read than the first. This conveys clarity of thought to the reader. Most candidates have plenty of experience, and numerous Achievements to go along with their years of experience. Hence, it’s easy to dump all the relevant experience and keywords into your CV. But at this level, experience isn’t the issue for employers – clarity of thought is. As Hiring Managers, we’re thinking:
    • Does this candidate know how to prioritise?
    • Do they know how to communicate the essence of information to time-strapped individuals?
    • How good are their communication skills?
    • Do I have the confidence to recommend them to VIP and UHNW clients quickly?
  • A clear CV is an effective CV, for it conveys clarity of thought and inspires confidence in the candidate.
  • Specific Information. While James provided a high-level career overview (years of experience and domains of expertise), he has also indicated specific skillsets that he has expertise in. These traits include building relationships with UHNW clients, wealth management and advisory, and deep technical knowledge of his subject matter. In contrast, the first Executive Summary tells us too much information. We’d be confused of the candidate’s real strengths and abilities.
  • Communication. The first Executive Summary tells recruiters what James can do. Alas the summary is riddled with generic statements that seem to mask the candidate’s real abilities. This is a huge red flag for recruiters! In contrast, the second Executive Summary illuminates James’ career. His skills are strengthened by Significant Achievements – they show recruiters James’ strengths. We’ll elaborate more on Achievements below.
  • Attention to Detail. Numbers and metrics convey a sense of scale to your Achievements. But more importantly, they reflect an attention to detail. As Bankers, you know that the devil lies in the details, and that detail-oriented Banking Professionals excel at their role. Therefore, be concise and detailed in your Executive Summary, inserting only key information.

 

If you’re struggling to write an Executive Summary, don’t fret! Writing an effective Executive Summary can be challenging. We’ve helped over 10,000 clients with our Free CV Feedback. Will you be the next?

Just send us your CV for a free review – we’ll look through it and share our feedback – all at no cost!

 

Key Skills in a Banking Director CV

After captivating the recruiter with a strong Executive Summary, you want to show them specific skills you can bring to the table.

In this section, insert skills that you are proficient in. Be mindful to include exact keywords used in the job description. This increases the chances of getting your CV past ATS scanners (CV scanning software).

ResumeWriter Tip: Scan the job application and weave the exact key phrases used in the description, into your CV.

 

Examples of Banking Director CV Key Skills:

  • Client Advisory
  • Client & Stakeholder Communication
  • Conflict Resolution
  • Wealth Management
  • Project Management
  • Project Scoping
  • Strategic Roadmapping
  • Change Management
  • Financial Instruments
  • Risk Management
  • Stakeholder Management
  • Negotiation
  • Team Leadership
  • Internal Team Training
  • Regulatory Compliance
  • Client Relations
  • Financial Tools and Analysis
  • Branch Operations
  • KYC Policy Compliance
  • Risk Management
  • Accounts Processing

At this level, focus your CV on client-facing skills. These include skills such as Advisory, Stakeholder Communication and Conflict Resolution. Avoid inserting skills that revolve around implementation and execution, such as Financial Modelling or Preparation of Presentations.

 

Achievements and Work Experiences in Banking Director CVs

Work Experiences

As Directors and Senior Management, you handle clients, sales and negotiation. At the same time, it is likely you started your career with execution-based roles such as trading financial instruments, examining financial models and preparing presentations.

Including all these details in your CV makes your CV very lengthy – a pitfall you absolutely want to avoid.

So, what exactly do you write in your CV?

Here’s a trick: Cluster daily workscopes around responsibilities and high-level summaries. Omit implied workscopes to save space.

Present yourself as someone who is able to keep on task and achieve substantial outcomes. You may wish to pace your CV by stating the people you have worked with and the collaborations you have managed.

If you’re not sure exactly what to write, just reach out to us! We’ll feedback on your CV at no cost!

 

Here’s the Work Experiences section of James’ CV before he purchased our service:

WRONG

  • Responsible for all aspects of client acquisition, from pitching, onboarding, servicing to conflict resolution. I handled primarily UHNW clients, with multiple instances of corporate clients. I identified their needs and requirements, before pitching strategies and solutions offered by XYZ Bank and facilitating their smooth onboarding.
  • Worked together with regional team of Professional Services analysts to decipher market behaviour and sentiment; provided strategies and pitched proposals to hedge against market volatility and ensure profitability for department and bank.
  • Attended regulatory, strategy and commercial meetings to chart XYZ Bank’s future expansion opportunities within the Hong Kong and South East Asian markets.
  • Address regulators and auditors on a frequent basis to resolve conflicts.
  • Mentored junior staff and interacted frequently with new traders to introduce them to our bank’s culture.

 

Here’s how we improved his CV’s Work Experiences.

RIGHT

  • Responsible for acquisition and servicing of ultra high net worth clients, managing and strengthening key client relationships
  • Identify clients’ needs and requirements; tailor suggestions to grow wealth using broad range of investment instruments available at XYZ Bank
  • Actively communicate with team of analysts to determine market sentiment; ideate on alternative investments and hedge against market volatility
  • Provide sound advice to clients and suggest broad spectrum of conventional and unconventional investment instruments for: small commercial projects, company acquisitions, bonds, securities and property investments to maximise portfolio returns
  • Collaborate with global and local organizations in the GCC and Asia to promote Hong Kong as a financial hub for Middle Eastern based investors, raising awareness of XYZ Bank’s Hong Kong booking platform

 

Clearly, the latter Work Experience example reads so much better than the former.

Why?

  • Firstly, the second Work Experience example is so much easier to read. Each bulletpoint conveyed one key trait. In contrast, the earlier Work Experience example compresses all his Client Relations and Advisory workscopes into one lengthy point.
  • It is easy to infer this Banking Director’s responsibilities from just one glance.
  • The second example highlighted specific traits. We know exactly how James advised his UHNW clients: by suggesting a broad spectrum of conventional and unconventional investment instruments for them to maximise portfolio returns. In contrast, the first example only told recruiters what he did.
  • Implied work experiences like attending meetings are omitted.
  • No pronouns or articles in the second example.

 

Achievements

Writing effective workscopes is important.

But Achievements are the X-factor that help YOU stand out from other Banking Directors or Senior Management competitors.

Want to make a hiring manager go “WOW!” when they read your CV?

Be more than just a planner!

Hiring managers aren’t impressed by someone who just knows how to talk to clients or manage projects…

…they’re dazzled by someone that excels at it!

Build a trophy case, and show off your achievements AND past projects.

Demonstrate how your client advisory and project management has led to tangible business benefits.

 

Take a look at this example.

RIGHT

Achievements

  • Generate revenue stream of 1 million USD annually; successfully pitched and acquired several members of prominent ultra high net worth family across several locations in the Middle East, resulting in 9-digit assets inflows
  • Successfully grew share of wallet to over 150 million USD; achieved growth of 50% over 2 years
  • Played key role in stabilising operations in Hong Kong; identified underperforming and unprofitable accounts and ensured removal

 

Isn’t this an amazing curation of Achievements?

This candidate’s workscopes tells us he is a good Banking Director.

But this selection of Achievements, shows how he successfully KILLS IT in his role – they show us his business results!

He dangles these juicy results in front of us recruiters’ eyes.

As recruiters, we’d LOVE to call him in for an interview!

 

Highlighting a selection of Projects are more effective than just writing your day-to-day responsibilities.

But writing great Achievements – Achievements that show business results – are the secret sauce to a successful CV.

Do include metrics or numbers in your achievements. This helps to add substance to your CV and give the reader an objective view of your skills and abilities.

As a Banking Director, what kinds of Achievements could you write?

  • Include projects which you have led and their resulting tangible business benefits. These benefits could be:
    • New revenue gains
    • Cost savings for the firm
    • Enhanced/streamlined processes
    • Awards received during your tenure, if any
  • Tie your Projects to business benefits. Hiring managers and employers want to see your results.
  • Include as many details as possible on the success of your projects. Effective metrics to capture include:
    • ROI
    • Productivity gains
    • Revenues from marketing projects you spearheaded
    • Costs saved
  • One especially crucial area to talk about is your experience in conflict resolution when managing clients.

 

As Banking Directors, we know you’ll do a great job at listing your past experiences, and write great Achievements. But we realise that most Banking Directors write too much! This makes their CVs ultra long and difficult to read.

Space is scarce in a CV, which should be 2-3 pages long. What Achievements should you include? What Workscopes should you omit?

Get a second opinion about your CV with our free CV Feedback. Just send us your CV, and we’ll share our feedback with you!

 

Key Pointers Recruiters Look For In Banking Director CVs

You’ve learnt what it takes to write a successful Banking Director CV. But what exactly are some of the latest traits that recruiters looking out for?

We’ve poked around our network of recruiters and headhunters in Hong Kong. This is what we’ve learnt:

  • Your ability to acquire clients, manage them, and resolve any conflicts that might arise.
  • Your ability to deliver large organisational change.
  • Your experience in analysing markets and identifying areas of unmet demand.
  • Success in launching new divisions or products for both corporate and retail clients.
  • Growing revenues or profits for bank.

If you have prior experience with these in-demand Banking Director skills, be sure to weave them into your CV!

 

Banking Director Free CV Feedback

Now you know how to write a great Banking Director CV, and what the latest hiring trends are.

Why not try writing your own CV, using our Free Downloadable CV Templates?

If you’ve any questions, don’t hesitate to reach out. We’re here to help! Alternatively, feel free to purchase a CV writing package – we can take this task off your hands!

Before you start sending out applications, don’t forget to get a free CV Feedback Session with our team! We’ll give your CV a free review, before you start sending out applications!

 

Banking Director Job Opportunities

  • Join LinkedIn groups or follow companies you wish to work for to keep abreast with new job openings.
  • Alternatively, you can reach out to these headhunters in Hong Kong to learn about any vacancies they may be trying to fill out.

 

Job Hunting Tips from our Resident Headhunter

 

How to Prepare for a Banking Director Job Interview

Managed to land a Banking Director job interview? Congratulations!

You’re just one step away from the job of your dreams!

Prepare for the job interview with our handy interview guides:

There you have it – an ultimate guide on how to write a stellar Banking Director CV, and how you could maximise your success of landing a role. Once again, don’t forget to send your CV to us for Free CV Feedback after you’ve written yours – a second opinion doesn’t hurt!

 

While you’re at it, don’t forget to check out our Cover Letter Samples, Templates & Tips, or download our Downloadable Free CV Templates to get started on your new CV. Alternatively, we can always help you to take the heavy lifting off your hands.

All the best!

 

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