Example CV Template For a Professional Services

Using a CV Template when creating a CV for a Professional Services position is a helpful way of putting structure into your CV, and a great way to learn ideas; it is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve.

Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Professional Services and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Start with a unique personal statement tailored specifically to you. In your CV, you need to address who you are, what you have to offer, what you are aiming for in your career and you need to let the reader understand the type of impact you will have in their company, should you be employed.

Sample CV Summary for a Professional Services

As an Investment Analyst, I provided professional services to various clients in assessing investment opportunities and monitoring the performance of existing investments. I managed different client portfolios, handled trades and transfers, and analysed the funds. I created daily, weekly, and monthly reports to determine how to meet client’s financial needs. The role suited my excellent analytical skills and superb interpersonal skills to build effective relationships with clients.

CV Example for a Professional Services' Experience

  • Consulting with clients to determine their requirements and desired outcomes
  • Monitoring investments and analysing potential new assets
  • Acting as the main point of contact for clients for all financial concerns
  • Managing a variety of portfolios of different sizes and values
  • Staying up to date with the latest trends in the market
  • Anticipating changes in the market and advising clients on relevant actions
  • Updating customer records and creating monthly reports
  • Committing to continuous improvement of processes
  • Reporting to management on client satisfaction and portfolio performance
  • Negotiating contracts and terms for clients with financial institutions

CV Tips for a Professional Services

  • Include any relevant skills listed in the job ad
  • List any techical training, such as production, systems or financial
  • Highlight any particular successes relevant to the job
  • Play to your strengths and emphasize the traits that make you a good consultant
  • Include any traits that make you stand out
  • Use headings and bullet points
  • Be clear and concise