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Action Verbs and Examples of Quantified Achievements for Financial Services CVs

Your CV and cover letter serve as the first impression you make on potential employers during a career transition. To make them stand out, it's crucial to use impactful action verbs and quantify your achievements. Here are some recommended action verbs along with examples on how to quantify achievements:


Generateda15% increase in investment portfolio returns through strategic asset allocation.

Increased client satisfaction scores by implementing a personalized financial planning approach.


Optimized risk management processes, resulting in a 20%reductionin exposure.

Managed a portfolio of high-net-worth clients, overseeing assets totalling $50 million.


Executed complex financial transactions, ensuring compliance with regulatory requirements.

Implemented cost-cutting measures, reducing operational expenses by 10%.


Advised clients on tax-efficient investment strategies, leading to substantial savings.

Consulted with cross-functional teams to streamline financial reporting procedures.


Developed financial models for forecasting, improving accuracy by 20%.

Produced comprehensive market research reports, guiding investment decisions.


Analyzed market trends and provided data-driven investment recommendations.

Assessed credit risk for corporate clients, resulting in improved lending decisions.


Negotiated favorable terms with vendors, securing a15%reductionin service fees.

Secured partnerships with key institutional investors, enhancing the firm's market presence.


Led cross-functional teams in the successful execution of mergers and acquisitions.

Collaborated with colleagues to develop and implement a client onboarding process, reducing onboarding time by30%.


Managed investment portfolios to achieve a balanced risk-return profile.

Balanced financial statements and reconciled discrepancies to ensure accuracy.


Enhanced financial reporting systems, reducing reporting time by implementing automation.

Upgraded internal controls, ensuring compliance with Sarbanes-Oxley Act requirements.

Remember to tailor your action verbs and achievements to the specific requirements of the role you're applying for. Quantifying your accomplishments not only provides concrete evidence of your capabilities but also helps recruiters, HR professionals, and hiring managers understand the impact you've had in your previous roles.

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