Introduction
With a private banker cover letter, it will be easy for you to establish a contact with the prospective employer familiarize him about your interest and qualifications for this job. You need to write a very simple yet unique cover letter in order to represent yourself to the employer without causing any confusion or misunderstanding in the mind of the employer.
A jumble of words cannot be defined as a cover letter. The information in your private banker cover letter needs to be organized in such a way that the reader can interpret the message exactly the way you intend him to.
Keep it simple and balanced so that the reader is not forced to spend much time and efforts in reading it. Do not just copy the details of your resume into the cover letter or else it will be rendered useless. After reading the samples of private banker cover letter, you will be able to understand and follow the guidelines we have explained.
Job of a Private Banker
Going by the name, a private banker concentrates his knowledge and experience to devise investment schemes for high net worth (HNI) clients and for organizations too. He has to evaluate the wealth, investment objectives, and preferences of the client and suggest investment options accordingly.
A private banker is also referred to as a wealth manager or wealth management specialist. To work and progress in this profession, you need to have an exceptional understanding of the financial market and its derivatives. Computational, analytical and organizational skills will also contribute significantly to your competency.
From
Julius D. Porter
458, Rardin Drive
Richmond
Virginia 95610
United States
316-240-8795
Julius.dp@freemail.com
Date:
To
Amy J. Brown
Recruitment Manager
Human Resource Department
Clarkson Investment Bank
4839, Westfall Avenue
Richmond
Virginia 95614
United States
317-864-5902
Amyj@freemail.com
Reference: Patrick C. Lucas, Junior Analyst, Clarkson Investment Bank
Dear Ms. Brown,
I recently met Patrick C. Lucas who informed me that there is an immediate requirement of Private Banker in your organization. I want to apply for this position and I believe that my experience in investment banking can be utilized effectively for the growth of your organization.
My educational qualifications include a Master's Degree in Finance Management from Virginia University of Management, and a certificate in Portfolio Management from Buckner Academy. I have worked for various high net worth clients during my job at Miller Bank of Virginia. I have managed a high level of quality in my services and confidentiality regarding my clients and their portfolio. My clients also include a few charitable organizations from the city.
It would be beneficial for both the parties if you can arrange an interview. Kindly inform me by calling on 316-240-8795. Alternately, you can send an e-mail to Julius.dp@freemail.com. Thank you for your time and consideration. Waiting for a positive response.
Sincerely yours,
Julius D. Porter
(Signature)
Enclosed:
Resume
Credentials and certificates (Photocopies)
Recommendation letter
From
Daniel H. Nelson
2244, Hill view Street
Richmond
Virginia 95610
United States
517-820-4390
Daniel.hnelson@freemail.com
Date:
To Susan G. Lynch
Recruitment Associate
Human Resource Department
South Richmond Investment Bank
Richmond
Virginia 95612
United States
526-830-9714
Susang@freemail.com
Dear Ms. Lynch,
I came across the requirement of Private Banker through the website of your organization. I have always been interested to work for your organization owing to the work environment and growth opportunities it offers to the employees.
I graduated from Richmond Institute of Business Studies with a Master's Degree in Business Management. During my studies, I did a three month internship at Great Western Bank and learned the different concepts of investment banking in this period. I also had an opportunity to assist the portfolio managers and interact with the clients to assess their investment preferences. My first job in the position of Private Banker is at Merrill Benson Investment Bank and I am working here to this date.
I look forward to receive a positive response from your end. You can contact me on the telephone number and e-mail provided above. Thank you.
Sincerely yours,
Daniel H. Nelson
(Signature)
Enclosed:
Resume
Credentials (Photocopies)
Recommendation letter
We hope that all your doubts must have got cleared by now. Using this format for a personalized private banker cover letter, you can write the best cover letter by summarizing your professional journey into a single letter.