Colleen Bucknum
Summary
Wealth Relationship Manager with comprehensive background in managing and growing high net worth client portfolios. Demonstrated strength in building and maintaining strong relationships, providing strategic financial advice, and developing personalized wealth management strategies. Proven record of driving client satisfaction through exceptional service and performance outcomes.
Overview
27
27
years of professional experience
Work History
Wealth Relationship Manager
HSBC Bank
Seattle, Washington
04.2024 - Current
- Managed client portfolios to align with financial objectives and risk tolerance.
- Developed tailored investment strategies based on market analysis and client needs.
- Facilitated regular client meetings to review investment performance and adjust strategies.
Senior Premier Relationship Officer
HSBC Securities
Redmond, USA
04.2015 - Current
- Communicate directly with clients to resolve issues, answer questions and process requests.
- Assist clients with banking needs including mortgage referrals, opening bank accounts, credit products.
- Support multiple advisors, prepare for client meetings, open new accounts.
- Execute trade orders per client requests.
Client Associate
Northwestern Mutual Wealth Management Co
Seattle, USA
04.2014 - 09.2014
- Supported clients in financial planning and investment strategies.
- Responded to and fulfilled client requests, entered trades as needed.
- Coordinated client communications and scheduled meetings with financial advisors.
- Scheduled and prepared for clients' annual review and meetings.
Head of Operations
T. Robbins Capital Management, LLC
Stamford, USA
04.2004 - 07.2013
- Calculated portfolio weightings and executed equity trades for separately managed accounts per portfolio manager's parameters, utilizing proprietary system for block trades and SWAPs.
- Developed strong rapport with 180 clients as primary point of contact, executing requests and opening accounts to enhance client satisfaction.
- Maintained client performance reporting and processed management fees for all accounts to ensure accurate financial tracking.
- Conducted quarterly mailings for 350 clients and prospects including proofing of final letters.
Purchasing
Andor Capital Management, LLC
Stamford, USA
02.2002 - 11.2003
- Sole purchaser of computer equipment for $6 billion dollar hedge funds' domestic, international offices.
- Created purchase orders and assigned budget codes to ensure timely processing of IT department invoices.
- Inventoried and tracked equipment valued over $500 to maintain accurate asset management.
Office Manager
AADS Filing Systems, Inc
Phoenix, USA
07.1999 - 07.2001
- Managed daily invoicing, order entry, banking, and accounts receivable to maintain financial accuracy and operations.
- Led office set-up and oversaw hiring and training of office and warehouse staff post company relocation to ensure smooth transition.
- Supported sales by following up on convention-generated leads and resolving client issues to enhance customer satisfaction.
Skills
- Portfolio Management
- Client relationship management
- Trade execution
- Financial planning
- Effective communication
Education And Licenses
Series 7, 65, 63, WA Life and Disability Insurance
Carroll College, Helena, MT, 1991 - 1993
Computer And Applications Skills
- Microsoft Word, Excel
- Informa Investment Scorecard
- Fiserv Trading Platform
- Easy ROR Pro
- Thomson One
- Moneyguide Financial Planning
- Thomson One
Timeline
Wealth Relationship Manager
HSBC Bank
04.2024 - Current
Senior Premier Relationship Officer
HSBC Securities
04.2015 - Current
Client Associate
Northwestern Mutual Wealth Management Co
04.2014 - 09.2014
Head of Operations
T. Robbins Capital Management, LLC
04.2004 - 07.2013
Purchasing
Andor Capital Management, LLC
02.2002 - 11.2003
Office Manager
AADS Filing Systems, Inc
07.1999 - 07.2001