BENJAMIN WELLING
Boston,MA
Summary
Results-driven Investment Sales Banker with a strong track record in managing high-net-worth client portfolios and delivering tailored investment strategies. Proven ability to increase assets under management and drive revenue growth through strong client relationships and outreach strategies.
Overview
1
1
year of professional experience
Work History
Private Client Banker
J.P Morgan Chase
07.2024 - Current
- Curated an investment pipeline through cold calls which resulted in a significant increase in meetings held for the financial advisory team
- Delivered financial planing solutions during meetings while illustrating the value added to the client.
- Identified opportunities though introductive client meetings that emphasized opportunities in their current financial plan which led to a 85% success rate in scheduling closing meetings
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management
- Spearheaded introduction meetings that led to 15 first time investor meetings within the span of 1 month and added 8 million dollars to assets under management
Client Service Associate & Junior Advisor
PINNACLE INVESTMENTS LLC
06.2023 - 06.2024
- Fostered relationships with clients through regular contact including phone calls, emails, and in person meetings which lead to an increase in business opportunities and client referrals
- Spearheaded client interviews to determine income, expenses, financial objectives, and risk tolerance while taking extensive notes in order to develop successful financial plans
- Delivered high level service to clients such as trade execution and money movement, to both maintain and extend relationships for future business opportunities
- Optimized client meetings with comprehensive investment strategy planning by using Income Lab Software
- Increased assets under management by over 500 thousand dollars by offering investment solutions to prospective clients via 401k and 403b enrollments at local businesses and school districts
- Maintained long-term, profitable relationships with clients through problem solving, issue resolution, and recommendation of new products and services
Education
MBA - FINANCE
University of Binghamton
Binghamton, NY05.2023
BBA - BUSINESS ADMINISTRATION AND MANAGEMENT
SUNY Geneseo
Geneseo, NY05.2022
Skills
- Salesmanship
- Client Relationship Management
- Consultative Sales
- Client Outreach Strategies
- Interpersonal Communication
- Team Collaboration
Certification sand Skills
- Series 7
- Series 66
- SIE
- Microsoft Applications
- Financial Statement Analysis
- Salesforce
Leadership Experience
- 4-year member, Geneseo Men's Lacrosse, Lead team workouts and community service activities.
- 3-year member, Geneseo Finance Club, Aided in the management of a school stock portfolio.
Timeline
Private Client Banker
J.P Morgan Chase
07.2024 - Current
Client Service Associate & Junior Advisor
PINNACLE INVESTMENTS LLC
06.2023 - 06.2024
BBA - BUSINESS ADMINISTRATION AND MANAGEMENT
SUNY Geneseo
MBA - FINANCE
University of Binghamton
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