Jennifer Luong
San Diego,CA
Summary
An experienced and ambitious Wealth Management Professional with eight years of managing high net worth clients and extensive knowledge of estate planning, alternative investments, and cash management with focus on project management and client engagement. A highly dependable and self-motivated individual with solid analytical, problem-solving and adaptability skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate
Goldman Sachs
06.2023 - 05.2024
- Managed account needs for 20-25 high net worth clients by resolving complex issues and providing exceptional service.
- Oversee asset movements, portfolio implementations and leverage understanding of organizational documents, estate planning and tax concepts to assist clients.
- Increased assets under management by proactively identifying opportunities for portfolio growth within existing accounts.
- Conducted detailed client reviews to track progress towards financial goals and adjust recommendations as needed.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Streamlined administrative processes within the team for improved efficiency in managing client accounts and reporting requirements.
Senior Associate
Morgan Stanley
10.2015 - 06.2023
- Key client relationship manager fostering new and existing relationships as the primary contact through active communication to develop understanding of clients' objectives and identify opportunities to promote suitable products and assist team to generate $8.6MM revenue in 2022.
- Effectively manage operations through obtaining and analyzing sensitive information, retrieving relevant documentation from clients, and ensure compliant with regulatory procedures to mitigate risk, establish suitable accounts, and proactively make account updates with attention to detail.
- Direct cross functional collaboration with internal and external teams, such as oversee the transition of E*Trade clients to Morgan Stanley and partnership of the HNW Collateral Lending team and E*Trade Financial Consultants for seamless conversion and enhance the client experience.
- Establish an efficient process to manage alternative investments to ensure documents are completed on time, accounts are funded for capital calls and investments occur by expected date which increased productivity by 24%.
- Facilitate peer sharing and professional development by mentoring 45 junior associates within the San Francisco and Hawaii Complex for 18 consecutive months to empower young professionals.
- Proactively promote firm initiatives and participate in pilot programs to improve the client experience, streamline operations, automate processes, and reduce errors by utilizing digital capabilities, such as MS Online, e-authorization, and e-sign to surpass the firm's benchmark by 15-20% monthly.
Associate
JPMorgan Chase Bank
08.2014 - 10.2015
- Directed a team to efficiently and accurately process deposits, withdrawals, payments, resolve complaints, and account discrepancies.
- Productively completed an average of 25+ transactions per hour during peak periods with attention to detail and consistently achieved 100% accuracy of cash reconciliation.
- Persistently promoted bank products and services during client engagement to cross-sell checking and savings products which successfully resulted in exceeding the monthly sales quota by 15%.
Education
Bachelor of Arts -
University of California, San Diego
San Diego, CASkills
- Project Management
- Client Service
- Problem Solving
- Organization
- Time Management
- Cross-Functional Teamwork
Certification
- Securities Industry Essentials
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Advisor Law (In Progress)
Interests
- Cooking
- Traveling
- Hiking
Timeline
Associate
Goldman Sachs
06.2023 - 05.2024
Senior Associate
Morgan Stanley
10.2015 - 06.2023
Associate
JPMorgan Chase Bank
08.2014 - 10.2015
Bachelor of Arts -
University of California, San Diego
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