Babatunde Micheal Aiyegbusi

  • Financial Advisor
  • Georgia, United States
  • Nov 23, 2017
Full time Financial Services

Personal Summary

Highly organized, detail-oriented, and performance-focused professional, offering
extensive experience in finance; coupled with hands-on background in operations
management, accounts administration, staff training and development, and customer

Effective at developing and implementing innovative strategies to attain set-forth
objectives, maximize growth opportunities, and enhance business performance. Armed
with first-rate management skills in leading team to enhance processes, optimize
productivity, and boost efficiency. Adept at managing client and business needs with
proven ability to determine revenue-generating and expense-saving opportunities.
Equipped with exceptional communication and interpersonal aptitude, essential in
establishing rapport with professionals at all levels.

Work Experience

Financial Solutions Advisor
Jan 2015 - Bank of America Merrill Lynch

Communicate with preferred client base and assist them in determining, prioritizing,
and acquiring their financial goals
Educate and share insights as they relate to client’s financial situation, while
gathering investment assets outside the firm and expanding revenue base
Identify prudent and appropriate strategy to meet client’s needs by recommending
financial solutions for mass affluent clients
Provided exemplary service in managing client requirements, while applying expert
business judgment in resolving customer issues relevant to newly opened accounts
Proactively build strong relationship with potential and existing clients to meet
business objectives

Financial Advisor
Jan 2014 - Jan 2015 People’s Securities Inc.

Managed 12 branches with diverse client base and took charge of increasing awareness
of broad spectrum of investment solutions through the investment platform of retail
bank clients
Thoroughly assessed client’s information and prepared best plans suited to
individual clients to attain their requirements
Keenly managed accounts to guarantee complete and accurate information on client’s
profile while forwarding to appropriate product specialist
Displayed industry acumen in investments, banking, and trust concepts, which
included asset allocation on structured portfolios, managed portfolios, brokerage
accounts, portfolio reviews, deposit and loan solutions, basic trust and estate
products, and identification of wealth planning opportunities
Conducted market research and provided clients with information on new and existing
products and services

Vice President of Financial Advisor
Jan 2013 - Jan 2014 JP Morgan Chase

Held accountability in managing book of business relationships, as well as to
increase assets and reduce attrition through client relationships and engagement
Rendered expert leadership to integrated team of specialists and facilitated
training to agents on effective customer service techniques and technical procedures
Closely collaborated with specialists including investors, capital advisor, trust
and estate, and wealth advisors to offer exemplary expertise/services to key clients

Financial Advisor
Jan 2012 - Jan 2013 Morgan Stanley Wealth Management

Sourced investment clients through active prospecting behavior including centers of
influence, personal networks, and natural markets
Established and maintained productive relationships with clients and ensured proper
products and services fits their needs and satisfaction, thus attaining high level
of customer retention rates
Performed in-depth analysis of clients’ financial circumstances, current provision,
and future aims to effectively respond to clients changing needs


Bachelor of Science in Economics
University of Maiduguri