private banking cover letter

Private Banker Cover Letter Examples & Writing Tips

Use these Private Banker cover letter examples and writing tips to help you write a powerful cover letter that will separate you from the competition.

Table Of Contents

• Private Banker Example 1
• Private Banker Example 2
• Private Banker Example 3
• Cover Letter Writing Tips

Private bankers provide financial advice to high-net-worth individuals and their families. They work with clients to create investment plans, manage their portfolios, and provide banking and lending services.

In order to be successful in this field, private bankers need to have a strong understanding of financial planning and investment strategies. They must also be able to build trust with their clients and provide excellent customer service.

If you’re looking for a job as a private banker, use these examples and tips to write a cover letter that will help you stand out from the competition.

Private Banker Cover Letter Example 1

I am excited to be applying for the Private Banker position at First National Bank. I have more than 10 years of experience in the banking and financial industry, and I believe that my skills and experience would be a valuable addition to your team.

I have a proven track record of success in private banking, and I am motivated to help First National Bank’s clients reach their financial goals. I pride myself on my ability to provide excellent customer service and build long-term relationships with my clients. I am also experienced in investment and wealth management, and I am confident that I can provide valuable guidance to clients who are looking to grow their wealth.

I am excited to be a part of an organization that is committed to providing excellent customer service. First National Bank has a strong reputation in the community, and I am motivated to help the bank continue to grow and succeed. I look forward to meeting with you in person to discuss how my skills and experience can benefit First National Bank.

Thank you for your time and consideration. I am confident that I can be a valuable asset to your team. My resume is enclosed for your review.

Private Banker Cover Letter Example 2

I am writing in regards to the open Private Banker position at your company. I am confident that I have the skills, experience, and qualifications that would make me the perfect candidate for the job.

I have been working in the private banking industry for the past three years and have gained a wealth of experience in the field. I have a deep understanding of the products and services that private banks offer and I am well-versed in providing world-class customer service. I am also an expert in wealth management and I have a proven track record of helping clients grow their wealth.

I am a highly motivated and driven individual who is always looking for new challenges and opportunities to learn. I am confident that I can be a valuable asset to your company and I am eager to contribute to your success.

I have attached my resume for your review and I would appreciate the opportunity to come in for an interview. Thank you for your time and consideration.

Private Banker Cover Letter Example 3

I am writing to express my interest in the Private Banker position that you have available. I believe that my experience and education make me a strong candidate for this position.

I have been working as a Financial Analyst for the past three years, and have gained valuable experience in financial analysis, budgeting, forecasting, and reporting. I have also gained experience in client relations and relationship management. My current position has allowed me to work with clients on a daily basis, which has given me the opportunity to develop my interpersonal skills.

My educational background is in Finance and Economics, and I have taken several courses in business administration. I believe that my knowledge of finance and economics will be an asset to your company.

I would like to thank you for your time and consideration, and look forward to hearing from you soon.

Private Banker Cover Letter Writing Tips

1. showcase your experience.

When applying for a job as a private banker, you need to show hiring managers that you have the experience and skills required for the role. One way to do this is by providing a brief overview of your past work experiences, highlighting how they have prepared you for this new position.

You can also mention any awards or recognition you have received for your work in the past. This will show employers that you have the skills and dedication necessary to be successful in this field.

2. Tailor your cover letter to the job description

To make sure your cover letter is tailored for the job, take a close look at the job description and highlight any requirements or skills that match your qualifications. For example, if the job listing mentions that experience in foreign exchange is a requirement, be sure to mention any relevant experience you have in this area.

3. Show your passion for the job

Private bankers need to be passionate about their work in order to provide the best service possible to their clients. One way to show hiring managers that you have the passion for the job is by using phrases like “I’m excited” and “I’m passionate” in your cover letter.

4. Proofread your cover letter

Proofreading your cover letter is one of the most important steps in ensuring that you make a good impression on hiring managers. Make sure to spell-check and double-check that there are no errors in your resume or cover letter. Otherwise, you risk being disqualified from the hiring process.

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The Investment Banking Cover Letter Template You’ve Been Waiting For

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A long time ago I said that we would never post a cover letter template here :

“I was tempted to post a Word template, but I don’t want 5,000 daily visitors to copy it and to start using the same exact cover letter.”

But hey, we already have resume templates that everyone is using, so why not go a step further and give you a cover letter template as well?

Plus, “investment banking cover letter” is one of the top 10 search terms visitors use to find this site – so you must be looking for a template.

The Template & Tutorial

Let’s jump right in:

Investment Banking Cover Letter Template [Download]

Download Template – Word

Download Template – PDF

And here’s the video that explains everything:

(For more free training and financial modeling videos, subscribe to our YouTube channel .)

And if you’d rather read, here’s the text version:

Do Cover Letters Actually Matter?

At bulge bracket banks, people barely read cover letters.

Cover letters matter 10x less than resumes and 100x less than networking.

But there are a few special cases where they’re more important:

• Boutiques and Local Banks – Sometimes they actually read cover letters.
• Unusual Backgrounds – If you’re NOT in university or business school at the moment, you may need to explain yourself in more detail.
• Outside the US – In Europe, for example, some banks pay more attention to cover letters, online applications, and so on.

Similar to grades and test scores, a great cover letter won’t set you apart but a poor one will hurt you – so let’s find out how to avoid that.

Keep your cover letter compact and avoid 0.1″ margins and size 8 font.

With resumes you can get away with shrinking the font sizes and margins if you really need to fit in extra information, but this is questionable with cover letters.

Go for 0.75″ or 1″ margins and at least size 10 font.

With resumes there were a couple different templates depending on your level – but with cover letters that’s not necessary and you can use the same template no matter your background.

1 Page Only

Ok, maybe they do things differently in Australia (just like with resumes) but aside from that there is no reason to write a multi-page cover letter.

If you actually have enough experience to warrant multiple pages, do it on your resume instead and keep the cover letter brief.

Contact Information

List your own information – name, address, phone number, and email address – right-aligned up at the top.

Then, below that you list the date and the name and contact information for the person you’re writing to, left-aligned on the page.

If you don’t have this information you can just list the company name and address and use a “Dear Sir or Madam” greeting.

That’s not ideal – especially if you’re applying to smaller firms where cover letters actually get read – but it’s all you can do if you can’t find a person’s name.

If you’re sending the cover letter via email as the body of the email, you can omit all this information and just include the greeting at the top.

Paragraph 1: Introduction

This is where you explain who you are, where you’re currently working or studying, and how you found the bank that you’re applying to.

Name-drop as much as possible:

• Impressive-sounding university or business school ? Mention it. Even if it’s not well-known, you still need to mention it here.
• Your company name , especially if it’s recognizable, and the group you’re working in, especially if it’s something relevant to finance like business development.
• How you found them – specific peoples’ names , specific presentations or information sessions where you met them, and so on.
• The position you’re applying for (Analyst? Associate?) – especially for smaller places that are not well-organized.

This first paragraph is all about grabbing their attention.

Example 1st Paragraph:

“My name is John Smith and I am currently a 3rd year economics major at UCLA. I recently met Fred Jackson from the M&A group at Goldman Stanley during a presentation at our school last week, and was impressed with what I learned of your culture and recent deal flow. I am interested in pursuing an investment banking summer analyst position at your firm, and have enclosed my resume and background information below.”

Paragraph 2: Your Background

You go through your most relevant experience and how the skills you gained will make you a good banker right here.

Do not list all 12 internships or all 5 full-time jobs you’ve had – focus on the most relevant 1-2, once again name-dropping where appropriate (bulge bracket banks / large PE firms / Fortune 500 companies).

Highlight the usual skills that bankers want to see – teamwork, leadership, analytical ability, financial modeling and so on.

If you worked on a high-impact project / deal / client, you can point that out and list the results as well.

This may be your longest paragraph, but you still don’t want to write War and Peace – keep it to 3-4 sentences.

Example 2nd Paragraph:

“I have previously completed internships in accounting at PricewaterhouseCoopers and in wealth management at UBS. Through this experience working directly with clients, analyzing financial statements, and making investment recommendations, I have developed leadership and analytical skills and honed my knowledge of accounting and finance. I also had the opportunity to work with a $20M net-worth client at UBS and completely revamped his portfolio, resulting in a 20% return last year.”

Paragraph 3: Why You’re a Good Fit

Now you turn around and link your experience and skills to the position more directly and explain that leadership + quantitative skills + accounting/finance knowledge = success.

There is not much to this part – just copy the template and fill in the blanks.

Example 3rd Paragraph:

“Given my background in accounting and wealth management and my leadership and analytical skills, I am a particularly good fit for the investment banking summer analyst position at your firm. I am impressed by your track record of clients and transactions at Goldman Stanley and the significant responsibilities given to analysts, and I look forward to joining and contributing to your firm.”

Paragraph 4: Conclusion

This part’s even easier: remind them that your resume is enclosed (or attached if sent via email), thank them for their time, and give your contact information once again so they don’t have to scroll to the top to get it.

Example 4th Paragraph:

“A copy of my resume is enclosed for your reference. I would welcome an opportunity to discuss my qualifications with you and learn more about Goldman Stanley at your earliest convenience. I can be reached at 310-555-1234 or via email at [email protected]. Thank you very much for your time and consideration.”

Unusual Backgrounds

These examples cover how to apply to a bank if you’re in university, business school, or you’ve been working for several years.

If you have a more unusual background (e.g. you went to med school, graduated, started your residency, but then decided you wanted to be an investment banker), then you might need to add a few sentences to paragraph #2 or #3 explaining yourself.

Resist the urge to write your life story because no one will read it – interviews are a much better venue to prove how committed you are.

Email vs. Attachments

If you’re emailing your cover letter and resume, do you create a separate cover letter attachment?

Or do you make the body of your email the cover letter?

I think it’s redundant to create a separate cover letter and attach it, so don’t bother unless they ask specifically for a separate cover letter.

If you’re making the body of your email the cover letter, make it even shorter (4-5 sentences total) and cut out the address bits at the top.

Optional Cover Letters?

If you’re applying online and it says “Optional Cover Letter” should you still upload one?

You might as well because it takes 2 minutes once you have a good template – it’s not the end of the world if you don’t include one, but you never know what everyone else is doing and it’s not terribly time-consuming.

Cover Letter Mistakes

Remember the role of cover letters: great ones don’t help much, but poor ones get you dinged.

The biggest mistakes with cover letters:

• Making outrageous claims (“I’m a math genius!”) or trying to be “creative” with colors, pictures, fonts, and so on.
• Going on for too long – 10 paragraphs or multiple pages.
• Listing irrelevant information like your favorite ice cream, your favorite quotes from Wall Street or Boiler Room , and so on.

If you think this sounds ridiculous, remember the golden rule: do not overestimate the competition .

For every person reading this site, there are dozens more asking, “What it’s like to be an investment banker?” at information sessions.

Sometimes you hear stories of people who write “impassioned” cover letters, win the attention of a boutique, and get in like that …

…And I’m sure that happens, but you do not want to do that at large banks.

If you do, your cover letter will be forwarded to the entire world and your “career” will be destroyed in 5 minutes .

More Examples

As with resumes, there are hardly any good examples of investment banking cover letters online.

Most of the templates are horribly formatted and are more appropriate for equities in Dallas than real investment banking.

Here’s a slightly different but also good templates you could use:

• Best Cover Letters – MBA Template

More questions? Ask away.

Still Need More Help?

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We will take your existing resume and transform it into a resume that grabs the attention of finance industry professionals and presents you and your experience in the best possible light.

When we’re done, your resume will grab bankers by the lapels and not let them go until they’ve given you an interview.

Specifically, here’s what you’ll get:

• Detailed, line-by-line editing of your resume/CV – Everything that needs to be changed will be changed. No detail is ignored.
• Your experience will be “bankified” regardless of whether you’ve been a student, a researcher, a marketer, a financier, a lawyer, an accountant, or anything else.
• Optimal structuring – You’ll learn where everything from Education to Work Experience to Activities should go. Regional badminton champion? Stamp collector? You’ll find out where those should go, too.
• The 3-point structure to use for all your “Work Experience” entries: simple, but highly effective at getting the attention of bankers.
• How to spin non-finance experience into sounding like you’ve been investing your own portfolio since age 12.
• How to make business-related experience, such as consulting, law, and accounting, sounds like “deal work.”
• How to avoid the fatal resume mistake that gets you automatically rejected . Nothing hurts more than making a simple oversight that gets you an immediate “ding”.
• We only work with a limited number of clients each month. In fact, we purposely turn down potential clients in cases where we cannot add much value. We prefer quality over quantity, and we always want to ensure that we can work well together first.

FIND OUT MORE

Other Options for Personalized Help: Wall Street Mastermind

Finally, if you want to go  beyond your cover letter and also get help with your resume, work experience, networking, and interview prep, check out Wall Street Mastermind .

They’ve worked with over 1,000 students to help them secure high-paying investment banking jobs out of school (and internships while in school), and their coaches include a former Global Head of Recruiting at three different large banks.

They provide personalized, hands-on guidance through the entire networking and interview process – and they have a great track record of results for their clients.

It could be a great fit for you if you’re looking for comprehensive coaching through the entire process rather than just a new version of your resume or cover letter.

You can book a free consultation with them to learn more .

About the Author

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street . In his spare time, he enjoys lifting weights, running, traveling, obsessively watching TV shows, and defeating Sauron.

Free Exclusive Report: 57-page guide with the action plan you need to break into investment banking - how to tell your story, network, craft a winning resume, and dominate your interviews

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279 thoughts on “ The Investment Banking Cover Letter Template You’ve Been Waiting For ”

I love how hand downs and direct this page is. Trying to break into IB come from a (semi-)target school but very bad GPA, love how you are always motivating, but realistic. Keep it up!

I am a sophomore and have a low gpa (2.5) should I include this on my cover letter? how do I stand out and not get dinged, low gpa because had to work full time freshman year because my dad lost his job, and my family had health issues. Am an only child.

All you can really do about a low GPA is network extensively so that people who know you can recommend you, and so you can avoid being filtered out by screening tools. See: https://mergersandinquisitions.com/low-gpa-investment-banking/

Maybe include a brief mention of why your GPA is lower in your cover letter, but focus on how you’ve improved since your first year (mention the higher GPA since then).

Thanks for the write up!

If i am writing my cover letter in the body of the email, Do i write the name of the recipient instead of dear Madam ?

I like it not bad

Hey Brian – thanks for this article. Quick question: is there a certain point in your career (in my case, I’m an associate) when you can stop with the cover letters even if they give you the option?

Cover letters are pretty much always optional unless they ask for one.

I was wondering for your template, you gave a solid and formal introduction. I also see other career advice sites that recommend making the cover letter “memorable” and straying away from the cookie cutter method with more flashy intros. As an example just from another online source: When I was seven, I wanted to be the GEICO gecko when I grew up. I eventually realized that wasn’t an option, but you can imagine my excitement when I came across the events manager position, which would have me working side by side with my favorite company mascot. So what’s your opinion on this? I’m sure it’s different for every field, so would you say the average investment banker appreciates something like this, or would it just make them roll their eyes and make you seem too keen/tryhard.

Same Andrew again…

Sorry I should’ve watched your video fully before asking. But you mentioned to not get too fancy with fonts, photos, etc. But would the bit of personal information outside the cookie cutter approach separate you in the slightest? To me, cover letters sound like they have the same purpose as GPA. A 4.0 (good but generic cover letter) won’t give you any advantages, but a 2.5 (poorly done letter) will eliminate you from the application process.

Yes, cover letters are basically used to weed out people, not to select them. You can include some personal information such as an interesting student group, study abroad, or experience that led you to IB, but don’t go overboard with trying to appear “interesting.” Save that for actual networking and interviews.

If you are applying to traditional “high finance” roles such as investment banking, private equity, etc., you should not do anything creative with your cover letter. It will only backfire. Firms either do not read cover letters, or if they do, they simply look at them to make sure you didn’t do something silly or inappropriate. You’re taking a very big risk by writing a “creative” cover letter, and one that has very little upside with tons of downside.

For online applications that request your resume, but do not specify whether a cover letter should be included, should I submit a cover letter? Also since you can only submit one document in these cases, should you compile resume and cover letter into one document?

Thanks so much.

If they just request your resume, just include your resume. I would not even bother with a cover letter or combining them into one document.

Do we have to leave

“Enclosure: Resume”

At the bottom of the Cover Letter? Many thanks

*In Online Application where they ask you to attach your CV and Cover Letter – if that makes any difference

Brina, many thanks for the quick answer. Just a last question:

Shall we sign between sincerely and our name or under our name?Both options are good?

Alternative A:

(Signature)

Alternative B:

The first one is slightly better.

I just wanted to thank you for not only this Cover Letter template but also your Resume template. I have used both and I have received great feedback from interviewers and getting my foot in the door for asset management.

Thanks! Glad to hear it. Good luck!

This question targets the paragraph listing relevant experiences & skills gained through it.

As a University Student with some corporate finance and consulting experience but nothing directly related to investment banking, do you think it would be relevant to list explain skills gained during university classes (e.g. a term project that simulated the entire M&A process based on a real life deal) that involved valuation, simulated investor calls, etc. Or do you believe sticking to actual work experience would be best suited.

Thanks a lot for all the content you post.

Stick to your work experience if you have actual CF and consulting internships. Maybe add a line or brief phrase within a line that mentions your learnings from university classes as well.

I live in the UK and I’ve been told cover letters carry a lot of weighting in the initial application process. I have written a cover letter which is 8 paragraphs but it’s still 1 page. Do you think this would be ok or should I take some stuff out? Thanks in advance, great website you have.

By the way, it’s still size 10 font but I had to reduce the line spacing between the paragraphs to fit it all in.

Cover letters only matter in the “negative” sense, i.e. if you write something stupid or have typos, you could lose an offer or interview opportunity. Your cover letter should be as short as possible, so 8 paragraphs is too long, especially if you had to reduce the font size to 10, which is too small. So, be more concise and realize that bankers glance at hundreds/thousands of these letters each recruiting season…

How do one relate a tax internship experience which I acquired In an accounting consulting firm to an investment banking internship I hope to start with with BofA

Talk about how your tax findings/work affected the big picture… did they potentially change the company’s valuation? What was the impact on the company’s financial statements? Did anything you did result in changes to the internal controls at the company? Did you do any tax work related to M&A or equity/debt deals?

Hi Brian, I have read that the header of a cover letter should match your resume. Is there a reason the header from the M&I resume template was not included in this cover letter template?

??? I think it would be very odd if your cover letter started with your name in a bigger font size at the top… so, no if that is what you are asking about. A cover letter should start with the normal heading of a letter. Your resume is different because it’s intended to present the key points in bullet/highlight format.

I agree. Thanks.

I’m applying online to banks in the EMEA area and most banks ask for my motivation – they don’t require a cover letter. Could I still use this template? or wouldn’t it make any sense to use this template?

If its the case that this template would not be useful, do you have any tips on what to focus on in such a motivation letter?

I think this template is too long for a simple question about your motivation. Your motivation should basically be the last part of your “story” – assuming 150 words for a competency question and a 300-word story. See:

https://mergersandinquisitions.com/walk-me-through-your-resume/

How do you travel like a dug dealer? haha…You are funny. Great info. Thanks a lot. I’m trying to break the front door at Piper Jaffray so I can put my little two feet inside that door.

hey, i am actually studying law in France but i wanted to go on trading/investment banking/hedge fund area. What would you suggest me ? Which arguments should I point out ?

Thanks a lot !

??? I’m not sure I understand your question.

The links for Workbloom – Investment Banking Intern Template and Vanderbilt – Cover Letter Template are not valid anymore. Is it possible to fix that? Thank you very much!

Sincerely, Frank

We don’t have alternate links, sorry. But the template there wasn’t much different anyway.

Hi Brian, I had a question in mind. I have been working with a Big four Audit firm in India for the past 10 months now, and have a Bachelors in Commerce degree from a non-target University here. The role here is Back-end, as in we do not have client interaction, and rather coordinate with the US/EMEA teams – which deal with the clients directly – for the work. Recently, I got a call from GS for an Analyst position under the Data Resource Group for its IB Division in India. How do you suggest I pitch my auditing experience to get an offer for this position? Also, considering the work I do here is back-end and basically, formatting files around and punching in numbers! Thanks in advance for your help!

I would just point out how your audit work led directly to results with clients and how you were a part of the client-interaction process, even if you didn’t speak with them directly. As a result, you have a good understanding of what they’re looking for and how to get them results most efficiently.

Thanks for the template. Is it correct to include in the cover letter an entreprise which I am auditing or not?

Sure, you could, but you have to be able to tie that to whatever role(s) you’re applying for.

Hi there, thanks for the cover letter template you provided. It’s a great help. Just wondering does the same template work for UK application? As you mentioned they tend to pay attention to cover letters.

Yes this template works for UK applications.

Thank you for sharing your blog, it helped a lot cos I am also having a hard time in writing a cover letter and I suck! Hope you can help more. Keep it up!

Thank you for sharing the template and guide! I am a recent college grad and just started working in an economic consulting firm (last month). I want to make the career transfer to IB and I am trying my best networking everywhere. I am applying for an IB analyst position and editing my cover letter. Should I still mention in the cover letter my leadership roles in college or it does not matter much?

Many thanks!

You can mention them briefly, but you should focus on your current role.

Thanks for the template! After working as an ER associate for 2 years in my hometown, I am moving from North America to Europe in the next few weeks. Should I mention in my cover letter something to the effect of “After visiting [country] several times over the past few years, I applied for and received my Work Visa” or will the recruiter assume I have a visa and do not require sponsorship? I just do not want to be passed over if they are assuming I will be a headache for them!

Furthermore, I am also hoping to move from ER to corporate. Besides tailoring the letter to reflect skills mentioned in the posting, are there any other changes that need to be made when moving out of capmarkets?

Thank you for your time!

Sure you can include this. Yes, I’d talk about why you want to move from ER to corporate and talk about why you prefer corporate over ER (perhaps you prefer the type of work in corporate better and you see yourself in a corporate vs. in a bank) and you want to move over to XX industry [the industry the corporate you’re applying for is in] given XX reason [ideally you’ve covered that industry in ER before]

Thank you Nicole. Should I be putting this explanation in paragraph 2? Or later on in the letter?

I’d probably list this later in the letter.

Hi, I’m studying in the US and applying to summer IBD internship in 3 different locations (New York, London, HK), so who should I address to in my cover letter since there is only one cover letter for three different recruiters? Thanks!

I’d say Dear Sir/Madam or To Whom It May Concern

when you express abbreviations, let’s say M&A, how do you put it in a cover letter? i.e., (“M&A”) or (M&A) without punctuations mark?

M&A is fine I believe

Hi! You mentioned that putting the name of the recruiter is always better than just a “Dear Sir/Madam”. When applying in London, do you think it is appropriate to address the cover letter to a recruiter I haven’t personally met that I just found his name via an internet search, specifically from Linkedin. Also, there are dozens recruiters for the same company on Linkedin, should I still address the letter to a specific person? What about if it is the director of HR? Should I address it to him/her directly?

Yes, I’d address the email to Director of HR. If you don’t know the person’s name, I’d say “To Whom It May Concern” or “Dear Sir/Madam”

Hey, I have a question concerning applying for an internship at G&S in Europe. Instead of a cover letter they want you to submit a motivational statement with 300 words when applying, which is according to them similar to the cover letter. But I am a bit unsure that I express my motivation for applying for an investment banking postion with this cover letter because it focuses more on previous internships. Should I outline my internships and then explain that I want to pursue an career in IB because of them? and should I mention my extra curriculare activities which involve leadership experience and exotic interests?

I’d briefly touch on your previous experience and focus on why IB, and why GS. If the previous experience can serve as your IB spark, use them. So yes you can mention that you want to pursue a career in IB because of your previous internships, but don’t dive too deep given word limit and you can address that in interviews. No, the latter part should be demonstrated on your resume, unless you have space in the statement

What should you do in [Signature]?

I’m not sure I understand your question. I’d just insert your signature there.

Upload an image of your handwritten signature?

Yes you can do that. Copy and paste it below “Yours sincerely/Best Regards”

I resigned from my previous role in April this year as we were planning a family move to another country However, it did not materialize due to some unexpected changes and I have to start looking for a job again. This has left an employment gap of about 3 months in my resume. During this period, I have taken the BIWS course to enhance my knowledge. Shall I mention my current status and address that in my cover letter? or leave it out and talk about it when asked during interview?

Xavier, you can list that on your resume and cover letter. You may also want to talk about other activities you’ve done during those 3 months.

I am a first year associate working at a boutique bank on the trading floor and trying to switch into equity research/banking side. How is the cover letter different from the cover letter template above. Do I need to specifically state why I am switching?

Yes you need to address why you’re switching

Do you have any suggestions as to how I can gracefully address this? The reason why I am switching is because I don’t feel like I am learning much out of my positions – not being given much responsibilities, etc…

I’d focus on the positives on why you prefer the other division versus your current one; not what you’re lacking.

Hi, I am wondering when introducing my skill sets and experience in the second paragraph of the cover letter, is it appropriate to use bullet points? e.g. my key skills/experience include: bullet point: A bullet point: B

Yes you can do that, though a lot of times we find that its best to follow our template, unless you’re a very experienced candidate

I worked at a boutique investment bank for an internship and I was wondering how I may explain my low gpa on my cover letter. I would focus on my strengths and what I learned from the position but sooner or later the question of gpa will be addressed either during an interview or sent through email. How would I approach this?

This may come up in interviews and I’d address it then. I am not sure why you had a low GPA. If you had family/personal reasons you can list that. Otherwise if you were taking more advanced courses because you were too ambitious and got a lower GPA as a result of that you can list that too.

I’m applying to various finance and IB positions and my documents will be seen as a package sent through my school. I created my resume in a very similar format to the template on your website, only using .5″ margins. I have the same header layout (with name and personal info) on both my resume and cover letter. My question is regarding holding these .5″ margins on both of my documents to keep a consistent look. I’m just curious as to whether this would be a good or bad idea, or as to whether you think it would even matter.

I haven’t seen the format of your resume so I am not 100% sure. 0.5 margins maybe a bit crowded but depending on your content it can be doable. If you have lots of solid content, yes this is applicable. Otherwise, I’d shorten your content and go for the standard margins

Hey, this template isn’t just for investment banking right, it can be used for targeting internships in accounting as well? Same with the resume template?

If you change the paragraph from why IB to why accounting, you can use this template. The resume template is tailored to IB though you can use it for Accounting roles too

I graduated from a top school 1.5 years ago, but unfortunately ended up at a not so impressive bank. What’s the best way to name drop the school in the cover letter? Thanks.

First paragraph – you can just say that you are working at XX bank and have recently graduated from XX school

I am applying to three different divisions in the same investment bank that are different in nature (2 back office and one front) and there is only one cover letter for all three that asks you to describe your motivation for each. Since they are different positions, how do I go about this?

I’d be generic and focus on why finance and how you can make an impact to the firm

How about adding the recommendations from the previous job? Is it worth? Should we add it even if they do not menton about that?

You can provide recommendations upon request

Hi, I am wondering whether I need to include a signature in my cover letter for online application. If so, should I just insert it in the pdf document or scan a paper copy of the cover letter? Thanks!

Yes you can include it. Both works.

Yo’re welcome.

Just a follow-up question: I am applying for summer analyst position at CS, and they only allow one application per applicant. Should I use the same cover letter during campus recruiting (addressed to an alumnus) for my online application? Since I am applying to CS HK as well, I am wondering whether I should use a slightly different cover letter.

Sure I think this shouldn’t be a problem. Yes the HK one should be slightly different – i.e. why HK, why Chinese market

Dear M&I staff,

I’m a master student in Europe. I’m currently attending a Master of Science in Finance after completing a bachelor in business administration. Do you have any specific suggestion about my first paragraph? Also, if I can’t find the name of the recruiter, how can I start the letter? I was thinking about expressions such as “To whom it may concern…”; does this work?

Thanks in advance

Yes it does, or Dear Sir/Madam.

First paragraph – I’d follow the template on the post

Dear Sir or Madam,

My name is [Insert Name] and I am currently pursuing a Master of Science in Finance at [Insert University Name] where I have also been awarded a Bachelor of Science with honors. How would this sound?

Sounds good, though I’d probably just use My name is [Insert Name] and I am currently pursuing a Master of Science in Finance at [Insert University].

Hey Brian/Nicole, Thank you guys so much for this website. I spend days on it reading your articles! lol I’m just wondering when I do the name-dropping on the cover letter, is it alright to put the company names in bold? or is that too much? What do you guys think?

Thank you for your kind comment. You should credit Brian for his hard work! I don’t think its necessary to bold company names. I think its probably better to leave it “unbolded.”

i a lil older i was originally an engineering major, left school (didnt graduate), started working as a stock broker, then mortgage broker, and then more sales background. I then re entered school and graduated with a degree with finance, gpa not so high bc of past screw ups, but now looking to break into finance. I love finance, and cant figure out how to convey that in a cover letter. can you help?

Focus on the impact you’ve made in your previous roles. Then say while you’ve enjoyed and learn a lot from your previous experience, you realize [Talk about your IB spark here], and that you realize you wanted to pursue IB because [XYZ]. Then say that you’re confident that your [XX] skills can be an invaluable asset to the firm (something around those lines)

If I’m applying for a job based on an online job posting (LinkedIn / other job board), then in my 1st paragraph, ho would you address the section about how you learnt about the job / company ?

(I find it awkward to say that “I recently learnt about your company through your online ad on abc.com”)

ThankX Guys!

I recently learned about your company from [a contact/an event/an online job posting] and was impressed with what I learned of [List what you’re impressed with here]

Hey Nicole,

Thanks for your reply.

I’m finding it awkward to write “I learnt about your company from an online job posting” bcoz I feel it sounds like I did not know them before seeing the posting (which, in turn, sounds insulting for the company).

Instead, can I just say “I recently found out about the XYZ position at ABC Capital & want to apply for this position”?

Sure, this sounds good. No, this isn’t insulting – this is why companies post on job postings! It is best if you have already spoken to people at the company and use that as an intro. line.

please i am an undergraduate in my final year with just one internship experience and one teaching experience, that was before i gained admission. i want to know if it is appropriate to include my date of birth and list of referees; i will also like to know the maximum length of resume ideal for some one in my category. Thanks.

Please see https://mergersandinquisitions.com/free-investment-banking-resume-template/

No, I don’t think you need to include your DOB and list of referees. Maximum length of your resume would be 1 page.

Hi Brian, thanks so much for creating this awesome website.

I’m a year one student in a non-target uni in HK who’s interested in IBD. My first semester GPA wasn’t stellar because I had a hard time balancing family issues and adapting to a new country.

I’m currently applying for several pre-internship programs, and am afraid my less-than-3 GPA will cause my immediate disqualification. What can I do?

I’ve had several leadership positions in high school, am great at networking/socializing, and speak a few languages. But my first semester GPA is lackluster. Please advice, should I explain in my cover letter?

Best Regards, Sara

Yes, your GPA is likely to be alarming to interviewers. Sure, you can explain the above on your cover letter, though I would focus on your strengths and what you have achieved first. You want to draw people to your strengths. I’d also try as hard as you can to boost your GPA next semester and craft a very good explanation when you land interviews.

Hey there M&I,

Firstly, I’d just like to thank you for this template – it truly is priceless.

I’m from Melbourne, Australia and I’d like to break into Investment Banking for a long-term career.

I’m starting a Bachelor of Commerce degree at The University of Melbourne and I was thinking of double majoring in Accounting and Finance.

I feel as though this will put me in a good position for Investment Banking and will also provide me with a few alternatives should I be unable to make it to Investment Banking or decide that it’s not for me.

Sorry about the long-winded explanation, I guess what I want to know is whether or not the double major sequence I have suggested is desirable in Investment Banking or there is a better sequence you could suggest to me.

Also, what do you have to say about people getting summer internships after first year? I haven’t heard of anyone doing this before, but have you? How should I go about trying to increase my chances?

Thanks very much!

Thanks. Yes, that sequence is fine but I don’t know if it would give you an advantage. From what I understand about Australia, I believe most people who get into banking there actually have dual Commerce and Law degrees.

Summer internships after year 1: very tough. You’d have to aim for small local firms. And probably not common in Australia.

I’m applying to a Private Equity internship and I completed the BIWS fundamental and advanced modeling courses. Should I talk about this in my cover letter? Right now I just have a general statement about it and that I worked on some case studies.I was wondering whether I should go more in depth and mention a specific case? Leave it as a general statement? Or take it out completely

Yes, definitely mention the specific case studies as that makes it sound much better than just saying you completed the courses.

Document for listing them on your resume (you may be able to apply parts of this):

http://biws-support.s3.amazonaws.com/BIWS-Courses-Resume-Instructions.docx

Thanks Brian,

I took your advice and mentioned specific case studies.

One other thing, currently in the second paragraph of my cover letter I talk a lot about my internship experience, but this internship doesn’t have to do with IB, its accounting and sales for a hotel. I did spin it in away that says that I picked up skills from this internship that I can apply to IB, PE, etc. Should I focus less about this and more on the BIWS courses, and projects in school I worked on since it doesn’t directly relate?

I would probably do an even split in that case.

I found this guide and template very useful. I was wondering, though, if I were to apply online to bb investment banks that didn’t make any meeting at my university and require a cover letter, what should I write in: “I was recently introduced to your firm via [Friend / Contact at Firm / Presentation] and was impressed with what I learned of [Your Culture / Working Environment / Bank-Specific Info.].”

I know about these banks just because of their fame, so should I just skip this part?

Sure though having this line may be more convincing.

I am now applying to Société Générale M&A summer internship in Power, Utilities and Infrastructure department. I tried to find some alumni working there. I could manage to find one via linkedin; however, i cannot contact him because he sets a permission. I wonder what should i write on cover letter if i can’t find a contact in SG?

Dear Sir or Madam / [Name of Recruiter if you have it]

Dear Nicole,

I feel sorry not to explain it clearly.

Quoted from the IB template: ” I was recently introduced to your firm via [Friend / Contact at Firm / Presentation] and was impressed with what I learned of [Your Culture / Working Environment / Bank-Specific Info.] ”

I searched SG career website but they mention the work environment and culture very vague. I tried to find an alumni working there; however,the alumni office hasn’t replied me yet.Even worse, SG hasn’t held any campaign event at our uni. At present moment,I can’t manage to get a contact at firm. I did search they have an aggressive expansion plan for the department 2 years ago. Should I mention this instead?

Much thanks

It would help if you have spoken to a contact who is working/worked there or attending one of their info sessions. Otherwise, yes it may be useful to mention of their department’s aggressive expansion plan.

Hi! What if I have not attended any presentation and I do not know nobody that work in a specific bank? Can I still apply online? I am applying to investment banks in London and I know that they recruit using the online application process.

Yes you can still apply online.

Hi Nicole/Brian,

Adding to what Paolo has mentioned, what about the cover letter? Since we do not know anybody that work in that specific bank (nor attend any presentations), who do we address the cover letter to? (Or is it better not to submit one if the cover letter is optional?)

Secondly, is it alright to say that we found out about the job/vacancy by browsing through their website?

Again, thanks for your continuous kind support.

Regards, Rifki

Quoting from the article:

“If you don’t have this information you can just list the company name and address and use a ‘Dear Sir or Madam” greeting.’ ”

If it’s optional, I wouldn’t even bother submitting it especially if you don’t know anyone there. Yes saying you saw it through a website is OK.

Thanks Brian!

I’ve just graduated in Finance and Accounting but wasn’t able to get summer internships in my 2nd year. What else can I write in section 2+3? I’ve got work experience in wholesale, an accounting firm and an insight day at a Merrill Lynch which were just before I started uni, i.e. 2009 can I still use these in this section or would it look bad since they are old?

I’ve taken part in many trading simulation games in teams etc which show all the skills you have mentioned in the paragraph, would it be acceptable to use this as an example even though it was a simulation?

They wouldn’t look bad but not exactly current. Ideal if you have recent experiences to list. Otherwise you can list them

Yes – show the returns you generated

Thanks for the useful resources.

Last year, I hadn’t as much insight and experience with IB (I was coming from law and bearely started to study a MSc-Finance in a good school). I still got two interviews with a nice boutique and a bb. I got reject at the final round.

This year I’m applying again (I’m currently doing an off cycle M&A internship)

1. Shall I mention I applied last year, and why I like the firm so much? or shall I just make a regular cover letter and avoid to mention I applied a year ago?

2. How many interviews should I go through to secure an offer, or what is the average? I’d like to know whether I am doing something bad or just if it is because you need to go through several interviews to finally get something?

3. What would shall I do with the current market if I secure another off cycle internship or a full time M&A position in a leading law firm? (I prefer finance than law, but I m getting old and need to start working as oppose to “intern”)

Sorry for this long thread, thanks for your help.

1. you can mention it if you want though I don’t think its necessary 2. hard to say – depends on you. people generally go through more than several rounds of interviews to land an offer 3. network a lot

Last year, I hadn’t as much insight and experience in IB profiles (I am coming from law and bearely started to study a MSc-Finance in a good school). I still got two interviews with a nice boutique and a bb. I got reject at the final round.

— Shall I mention I applied last year, and why I like the firm so much

Hi, I have an upcoming interview with a bulge bracket bank in Capital Markets. I submitted my resume about 1 month ago and got selected recently. My resume was updated recently and is much much more in depth than before. Should I reach out to the recruiters and ask if I can have them replace the resume on the website with my new one? Or would this be frowned upon? Thanks!

Yes, please do that!

Thank you for your tips, they are great!I have two questions:

1. All templates I find are about experienced people. If you are a person with no experience (or with a very short experience in a different area), how can you turn this fact around and convince someone to hire you? Should you really emphasize your academic background?

2. I started a PhD but early on I realized that it was not the right fit for me. How and where should I mention this? Should I explain why? I am afraid that no one will be considering me for a job position because I am quitting the PhD…

Thank you so much!

1. There are templates for inexperienced hires – pls look for the one for undergraduates. If you have NO work experience at all, I’d suggest you to emphasize your academic background and extracurricular activities. 2. Explain this on your cover letter & interviews. No, it shouldn’t be a problem if you know how to spin your story. Most jobs don’t require a PhD these days anyway.

Hi, Thank you very much for uploading the template.

But what if I don’t have background info or experiences specific to the investment banking industry even though I have banking experience in a different field such as Loan Officer? Will that matter?

I will be considered as a fresher in that case how can I convince anybody about changing my profession to investment banker or wealth management analyst from this profession?

And can you also please help me with a sample C.V for freshers in Invest and Wealth Management.

I do have an MBA in finance.

You’ll have to figure out why IB and pitch your story well.

You can use the same template for Wealth Management – just focus on your research and investment experience

I’m planning to use this short cover letter as my email body. My question : “Should I opt for a longer version with more elaborate details?”

— Dear Sir/ Madam [or the recruiter’s name],

I would like to express my interest in a position as [position] for [company].

As you may perceive from my summary, I’ve been leveraging my consulting and technical skills from my previous career as an IT Consultant to break into the finance industry. Thus, I’m adapt at translating clients’ problems into a satisfying, concrete solution. I also possess good leadership skill and can work well with others. [ + other skills the company valued / demanded for this specific job]

I would love to expand my career with your company, and am confident that I would be a beneficial addition to your company. I have enclosed my resume and I would welcome a personal interview at your earliest convenience.

[Name and contact address] —

Any input would be greatly appreciated. Thanks

I’d keep your email short, sweet and succinct. Anything longer than that is too much.

Hello, my question is regarding the introduction —

“Paragraph 1: Introduction This is where you explain who you are, where you’re currently working or studying, and how you found the bank that you’re applying to.”

I have nearly 2 years of consulting experience, but have recently been laid off. Since I’m no longer working or studying, how would I approach this as far as introduction?

Just introduce yourself and tell interviewer you’ve been laid off due to the lackluster economy – they should understand. Tell them what you’ve been doing with your free time i.e. traveling, studying, picking up a new hobby, etc. As long as you sound like you are doing something productive/interesting with your life, you should be fine

Errors – If there are minor typos that most people don’t see at a glance, are you in the clear? I’m not sure if people read cover letters that closely especially during OCR when hundreds of people apply at the same time from one school.

It depends on whether your reviewer is attentive to details or not!

I don’t exactly have a stellar GPA, so I was wondering if the cover letter is where I would explain myself? Or is it better to just not mention it? Thanks! And love this website!

It depends why you don’t have a stellar GPA – if you have a legit reason i.e. you had sick parents you needed to take care of etc I think it would help

Thanks for the article. I just had a quick question. I was originally interested in marketing and completed two internships my freshman year undergraduate (currently a junior applying for summer analyst positions). Since then I have had several research internships. Would it be a good idea what lead my decision to go from marketing to banking in my cover letter?

Any input would be awesome. Thanks!

Yes I would explain why you changed your mind in your cover letter and point to a specific person/incident

I am studying at a “frontier market” university and am currently an exchange student at a highly ranked (Top 100) universities.

Should I use an exchange studies university in a cover letter instead of a university where I’ll be graduating and mention it accordingly (I am currently an exchange student at…)?

No, I think you should still use the university where you’ll be graduating

ha frontier market. I am putting where I am an exchange student with the frontier school I attend.

I’m applying for an internship in the US, but I’m studying in Germany. Should I mention that my University/Business School, is one of the best business schools in Germany?

Thank you for your answer!

I don’t think it makes a difference. You could try but reviewers might not necessarily care too much re that

Hi, thanks so much for this article. I am writing a cover letter to J.P. Morgan, but I cannot find the office address in HK, shall I omit it at the top?

But what if I don’t have background info or experiences specific to the investment banking industry? does that automatically rule me out as a candidate even though they specify that finance background is not necessary?

Could I simply emphasize my skills and abilities that I have gained through other experiences such as working for an NGO?

Not necessarily.

just one other quick question. At Goldman Sachs, one could apply for internship in several divisions and they have asked motivation for applying to different divisions. Would it make this impression that you yourself do not know what division is right for you when you make applications for several divisions? Thanks a lot.

With Goldman, yes. However, in a way you still need to hedge your bets because one division’s MD might like you and the other’s MD might not.

I’ve shown my CL to the Head of HR in my firm and he adviced me to write something “catching” as a title between the date and “Dear Sir or Madam,..”. So do you think it would be okay to write there: “Why I am a good fit for taking part in your spring programme”? Or does this sound too arrogant?

Thanks a lot! Jevira

This sounds generic.

Have you got another idea or just put there: Spring Programme at XYZ. :D Thanks, and sorry for the time you lose with all my questions..

Come up w something original he said right? I don’t know if the above is original. You should just ask him what his suggestions are. I’d love to help but I need to think through it and have to look at your CL; wouldn’t be fair to other customers who are paying for our CL editing service.

Thanks very much for your helps. I have a few questions and I would greatly appreciate if you could help me. I am doing a double degree master in Complex Systems Science (A multidisciplinary field), so I have studied one year at Warwick, UK and now I am studying the second year at Ecole Polytechnique, France. 1) Should I mention anywhere that I have had a multidisciplinary approach since in my field I have to interact with people with completely diverse backgrounds, from Physics and math to economics and Philosophy? 2)I have got a full scholarship from European commission for my studies. How should I mention it? 3)I think many people are not very acquainted with the structure of such joint programs between two universities in two different countries. In my CV, shall I mention it as two masters and not saying that they are in fact joint? 4)My master thesis has been about financial contagion and I do not have ant job or internship opportunity, so how should I write the second paragraph?

Thanks in advance and sorry it becomes too long. Mostafa

1. Not sure how you will be wording this one. Difficult to use this to stand out 2. Yes 3. No, put joint but you can separate the two in diff lines 4. Can’t help you on this one.

Hi, it’s me again. Does this template also apply for online applications where you have to upload the cover letter? Or can my personal adress, the banks adress and the date can be removed withous replacement?

Yes these templates apply to online apps too

No, I don’t think you should remove the details you mentioned

I’m a first year university student in the UK, and looking to apply to a spring division internship at Goldman Sachs (and probably many others in the near future).

I have litte actual experience in terms of working for firms, but have competed in many stock market challenges/competitions, and I have come to university a year early, having been moved up a year.

Clearly with my lack of experience, I will need to slightly change the template you have provided above; how would you recommend I do this?

Many thanks.

I nearly asked the same thing – but my question didn’t even appear.

You should elaborate on your stock market challenges/competitions

Is it okay to write under my asset mgmnt firm that I “increased producivity of checking several entries by about 60%”? It was an excelsheet with about 120 rows in which I had to find the entries which were more than once in these rows. (it was an excel formula I made for that).

Or does it sound ridiculous?

Oh, its in the CV, not the cover letter.

yes it does sounds a bit ridiculous and monotonous. Sorry.

So I’ll delete :) Thanks. Its very difficult to boost your CV.

btw: may I send you, Nicole, my CV that you could look over that? You see my email adress, i guess. I’d really appreciate it! Thinking, that it sounds “too” ridiculous…

We’re not offering resume editing at the moment but will be introducing it shortly, so you can watch for that announcement.

What does “shortly” mean? Within this month? And will it be free? If not, how much would it cost? If you’re launching in the very near future, please reserve one place for me :-).

Haha yes but not free. Sure.

Thanks for your work!

My question is that if I apply for some regions where original language is not English i.e. China, Japan, will it be ok I send a 2-page resume/cl with one in English and another Chinese/Japanese/whatever? or seperately in 2 .pdfs?

Thanks again

No. Not necessary. Just send a one-page resume in English

If bilingual required?

No still submit one pager unless they ask

Thanks Nicole.

Another not-related question, do you think that a 4-month full time internship in PE department of commercial banks, say, standard chartered, strong enough to pass the summer/FT online selection? prior to that i had internship in big-4. a senior in university and will pursue a finance master degree right after. thanks

Should do but again it depends on what position you are interviewing for and which division you are looking at. Also depends on who is screening you..However, I believe your experience should suffice

Do you think sending a cover letter with a CV directly to the Head of investment banking dpt is inappropriate? The bank is hiring (according to website). Sent my CV to HR a month ago, no responce.

Sure, just send him a brief email and your resume. No point in sending a cover letter – address what you need to say briefly on the email

What is your opinion about listing client names. Obviously working in a deal situation it would not be acceptable to mention a client name and the transaction itself if this is not public but in my case I have done a lot of work which didn’t result in deals however I am quite keen on mentionning the clients as I have worked with many PE and large Corporate clients. Is it fine to write: “selected list of clients: A,B,C,D,E…

Why would you want to use names there? Just for more credibility when you discuss deals? I would still avoid using names if possible for dead deals. You can still mention that you’ve worked with some big PE names such as X but I wouldn’t go into details; pretend deal is still ongoing even if it died, and leave out the names.

https://mergersandinquisitions.com/why-investment-banking-deals-fail/

You do such a great service for idiots like me!Keep it up.

Hi! For my motivation letter, which the company requires on their application website, shouldn’t I just say I like money and that I want to work for their company because I would like to earn a lot? Or should I go with the “It’s my passion… I like to be challenged… I’d like to contribute innovations for the growth of the business…” bits? Thank you!

applications for bulge brackets. thanks!

Um #2, always

Okay, thanks!

I am beginning to write my cover letter for a number of boutique banks in the fall to apply for analyst positions. What do I if I don’t know anyone at the firm and can’t namedrop a presentation I attended (1st paragraph)? Can I just say

“My name is John Smith, and I am a recent graduate of Fordham University (Class of 2011). I am interested in applying for an analyst position at XYZ firm”

Is there anything else I can add to the first paragraph to flesh out my cover letter a bit? Thank you very much and keep up the good work!

That’s fine

Hi, I recently switched to a major in economics from engineering. The engineering curriculum at my school is very challenging and had a negative impact on my GPA over my freshman/sophomore year (3.4 currently). Would it be appropriate to list that I was previously an engineering major on my resume to reflect the challenging curriculum I was previously engaged in?

Yes that’s a good idea or at least reflect coursework on there

Thanks for the cover letter and resume templates, they’re really helpful. A friend of mine used your templates to score a summer internship in corporate finance advisory at a big four company in london and I was able to score a SA offer in the IBD of a BB firm in frankfurt, germany. we’re both germans btw.

depending on how fulltime recruiting develops we should set something up for a “breaking into IB in europe”-feature if you see the demand for this. So long, Nick

Congrats, interesting to hear that it works in other countries. There are a few articles on Europe (UK, Germany, Italy) already but could use more if you have a unique angle.

A company was recruiting at my college, and all they asked for was for us to send them a 1-page motivational letter? Any idea what I can include in the letter? Eg, why me? Why should I get the offer? Why should I get the bursary? My strengths and weaknesses?

They don’t want a cv, they just want a motivational letter. I’m not too sure what to include in it. Any help would be appreciated.

I would just follow the cover letter template here and expand on it a bit… don’t go into strengths/weaknesses, just follow the outline above.

Thanks Brian for putting up such a nice website and sharing valuable stuff with us aspirers. I might be using a wrong space to look for your suggestions anyways here I go. My challenge here is to make a successful transition from a business development/ strategy side (prior 3 yrs of exp. with a commercial bank) to IB. Being done an MBA recently from a decent B school in UK where I gained the required skill sets for IB, I was targeting at BB which doesnot seems to be working out my way so I m considering the small boutiques as well to start with. I thought a good cover letter can win recruiters attention in my case. Any advice on the approach I should carry to enter into IB & put my prior experience into use to encash it is highly appreciated.

If you do a search for “Networking” and “Cold-calling” you’ll see the most helpful advice – cover letters do not make a difference, focus on your cold-calling and networking skills and do not give up until you try hundreds of places.

is it okay to put stuff on your resume you don’t mention in your cover letter? or should your resume ONLY include stuff from your cover letter?

It’s fine, you can’t even mention everything in the cover letter anyway

In the 3rd paragraph you explained that we should say something along the lines of “I am impressed by your track record of clients and transactions at Goldman Stanley…”

This is obviously a great way to tailor your cover letter, but I was wondering where you find out information of transactions. I’ve found some doing a simple Google search, but is there an independent authority that tracks all of these? As well, how do you know which transactions to mention? The ones that the firm is particularly proud of or ground-breaking?

Use the WSJ Deal Journal or NYT Dealbook to find recent deals they’ve done, anything sizable or significant e.g. the Goldman / Facebook deal

I realized I made a grammatical error in the last paragraph of my cover letter today. I never noticed it before and I’ve sent it to three places already, one BB and two boutiques. Big deal?

No, no one reads cover letters anyway

Firstly thanks for the website, it’s great.

My question is: in most summer IB internships, they ask several cover letter-like questions like “In 250 words max, describe your career aspirations” etc., however there’s usually an option to upload a cover letter as well. Would you advise keeping it concise or would you include examples of IB-related things, adapted to the question, despite the fact you’re effectively rewriting the cover letter?

This is in UK by the way.

Thanks in advance.

Just keep it concise – competency questions are not a big factor vs. CV/interviews.

Thank you for the template.

Quick questions:

Should we use the email format for a doostang message as well?

No keep it way shorter like 2-3 sentences maybe

Dear M&I,

I guess I’m the most complicated case here. I’m currently doing BA in Art History and Italian at UCL, London, now doing my Erasmus in Italy. However, last summer I worked as a M&A Summer Analyst in a small boutique bank specializing in cross-border M&As. There, I started from scratch, with no finance experience/knowledge, but learnt a lot and had lots of hands-on experience, since the company was really small and I was involved in literally everything.

I’m applying for summer internships in large investment banks and about to start writing my cover letters. I assume I must explain myself for studying Art History & Italian and my out-of-the-blue interest in I-Banking, plus use my last summer experience as a selling point. Any other specific hints?

Thanks in advance for your help!

Well, why did you work there? What made you interested in doing that? Reference a specific person or if nothing comes to mind use something from the news or your background e.g. I was always really interested in Italy and the UK and got interested in finance as a result of [xx] so I wanted to explore cross-border M&A and leverage my skills/interests like that.

Hi, I have completed my masters in Drug Discovery and Translational Biology. But currently I am planning to apply for any investment banking positions. As I don’t have any background or experience in the given field, i don’t what to write in the 2nd and 3rd paragraph.

Can you please help me,

Talk about the analytical skills you gained and how they apply, or the leadership / project management skills or anything else like that from previous internships or school.

Hey guys, this letter just repeats what is inside the Resume anyway. What is the additional value for the potential employer to read this kind of resume? There are no additional information. Wouldnt it be better to wite about your motiviation, your personal (not work) background, and reasons to chose this department/bank ? Or would it harm to do this?

Furthermore, the letter includes the information about resume enclosure 3(!) times. I like this site but this template really does not look too promising for me!

So don’t use it? The point is that no one reads cover letters, but in case they do, you don’t want to screw up by saying anything controversial or anything that could be misinterpreted.

If you start writing your personal story, bankers might mistake it for a soap opera script rather than cover letter.

Cover letters have no value at all, but just like grades if you screw one up it could hurt you. This template is intentionally boring and gives very little information because otherwise people would download this and insert pictures of unicorns, write about their past relationships, and other nonsense.

Great comment, made me laugh

Do you recommend being creative in cover letters, ie varying sentence structure, using big/expressive words ?

No, creativity is for marketing or poetry – this is finance.

I’m a US student currently at Oxford for my junior year. All the applications for the UK offices are online. I know you have already answered the question before, but I don’t want to make any mistakes. So just to clarify:

1. Omit the physical addresses, mine as well as theirs. 2. Omit the recruiters name leaving only the name of the bank 3. Omit the signature 4. Do not enclose resume since that is a separate attachment

Thanks so much in advance.

Hie ,i realy luv ur advice!.,Im doing a Bsc in Financial modelling with UNISA.is this a good start for a career in investment banking?.i finish next year, could u tell wat i can do to make myself marketable after graduation.

Honestly, I’m not sure on that one because I’m not familiar with the school. If a lot of banks recruit there, it’s fine; otherwise you should transfer elsewhere.

Its University of SouthAfrica ,im also staying in Africa.is there something i could do 2 giv me an added advantage over my coleagues?.

This article has some tips on South Africa: https://mergersandinquisitions.com/investment-banking-south-africa/

Hey M&I,

What’s your take on headlines (i.e.Application for IB Analyst) and postscripts? I’ve heard from many friends to add them on because they will grab attention. But then again, they aren’t going into banking.

Thanks, Mack

Not applicable for banking

i will be applying to merrill lynch. In the template, you stated many of the internship and job roles that provide the skills required to be a great investment analyst. However, i was just wondering, if i have a perfect gpa, perfect sats score, how can i use these to my advantage in my cover letter?

You can’t really, just list them and be done with it – no point in trying to emphasize those because there’s not much to say and they speak for themselves.

Hi, If the firm’s online application says “you can only attach one file: this should contain your CV, cover letter and any other materials relevant for the position”, does it mean in the word document file I upload, the 1st page is resume, the 2nd page is cover letter and the 3rd is transcript? It looks pretty strange because the document is gonna be 4-5 pages. But since they only allow me to upload one file, I’m not sure what to do with the cover letter and the transcript. Or can I just omit them and attach the resume document only? Thanks a ton.

I would not send the transcript unless they specifically ask for it, otherwise just create a 2-page file with your cover letter and CV

First of all, great website! It’s really helpful and I think you guys are doing a great job.

I am visually impaired, however I have always followed regular education and have performed like anybody else (also in jobs, at associations, etc). Many banks stress their emphasis on diversity and now I am wondering if I should include this fact in my cover letter / online application? On the one hand I feel it would fit great into the whole “what are you most proud of”-question, but I am also scared it might work against me?

Please note I’m applying London, not NY. (I think European regulations might differ from US-ones). I go to a European target school.

Personally I would not list it on your CV / cover letter / online application, but maybe bring it up in an interview if it fits in naturally.

Hi Brian, I was beginning to start writing coverletters–atleast get them going, but I’m confused on where to find the unique strength of each BB, which makes it diff from its competitions. One of the things which makes a good cover letter is that its specific to a firm, but I dont know how to find such information. For instance, I was looking at MS, Barclays website in the section ,’Why MS’ or ‘Why Barclays’, and it seems every firm had the same agenda. We are committed to diversity , team player etc. Obv I need to go into more depth than this. Brian where I can find information specific to each BB on their website? I would really appreciate it. Thanks a lot.

You should read the WSJ Deal Journal blog and look for recent mentions of the bank and what deals they have been advising on – then reference those in the cover letter.

Hi Brian, I’m in a similar position as the above poster. For companies without a personal contact I want to talk about a specific deal they’ve advised on.

I’m just unsure how to formulate such a sentence without encouraging diffcult to answer questions.

E.g. I was thinking of something along the lines of “I was impressed with your company’s role as target advisor in the $X bn acquisition of companyX”

I’m afraid this would result in the question of ‘why were you impressed?’.

Any chance you could give a sample sentence of how you would talk about a deal in a cover letter?

P.S.: Keep up the good work with BIWS, love the constant updates. Highly recommended, well worth the money!

You can say something like “I recently saw news of your role as an advisor in the $X bn acquisition of company X and was immediately interested, since I’ve followed the [X] industry for awhile.”

Hi, I graduated from a target, went to medical school after graduation, but left after two years to pursue a career in investment banking. I now work at a small investment research firm, and I am applying for 2011 analyst class.

How much “explanation” do I need to do in cover letter? Or should I just focus on my job experience and modeling skills?

I don’t think you need much explanation since you quit medicine after 2 years, so just focus on other aspects

Is the physical address at the top still necessary if you’re attaching the cover letter as a .PDF in an online form?

I can’t thank you enough for all these info Brian,

In all honesty, I did have a sudden family death last year for which I had to leave school in the middle of the semester and come back after about two weeks. I got in a lot of psychological stress and uncertainty and I ended up messing up my grades significantly for two semesters. However, I did improve last semester with a full workload (maximum number of credit hours allowed at my school + advanced level classes) and got near 4.0.

How should I mention this on my cover letter? Also, how would I do that on an electronic cover letter which should only be about 4-5 sentences?

Thanks again in advance.

I would just say you had a health issue and had trouble balancing everything, but quickly learned your lesson and received perfect grades right after that. Giving a family excuse sounds fake so I would probably not write that even if it’s true.

Thanks but the thing is that wasn’t my freshman year. It was my sophomore year. So I did well my freshman year than poorly as a sophomore and improved as a junior.

Also, what about the electronic cover letter? Would it be ok to take up some sentences to explain my situation?

Just say you did poorly “at first” and then improved and have perfect grades this past year. I would still keep your cover letter short as no one has time to read a lot.

I would appreciate your advice on this.

I’m a senior at a target school in Far East Asia. It’s really tough to get into a BB here and I’m thinking of visiting each BB and handing them my resume and cover letter to ask for a junior equity research position. I doubt I’d be able to personally meet the head of research or a senior analyst without prior arrangement, so I’d be probably handing my resume and cover letter to HR. I need to stand out but I have no equity research internship experience. What I do have, is a equity S&T internship at a BB and a RA (intern) at a top-tier mgmt. consulting firm. Plus experience managing a personal portfolio and trading derivatives in notable amounts.

Now, my problem is this. I made it to the final round for a junior ER position at GS but unfortunately was not given the offer (the offer ended up going to someone with some full-time experience in ER; had I been competing against fresh-out-of-college candidates would the result have been different?). I would like to mention this in my resume or cover letter hoping that it would serve as evidence that I’m really interested in ER and that I have the potential. But I’m worried that this might send the wrong signal. Who would like to accept a candidate knowing that he was unsuccessful elsewhere? I’m worried that I might appear arrogant in their eyes. I’m thinking of visiting CS, UBS, Citi, MS, ML, JPM, etc. In ER here in Asia, they’re at least at par with GS if not better…

I realize that answer to this may depend on the culture here. Please advise. Thanks.

I would not mention an unsuccessful interview with GS for the reasons you mentioned.

Hi Brian! Long time reader, first time poster. I’m currently a rising senior at a target school on the tale end of my internship at a strong boutique bank in New York. I only have one week left, and I’ve been given zero modeling opportunities. I’m very disappointed. I figure that I should ask for some modeling work. But I have some questions.

1) Does it reflect poorly in interviews for full-time that I didn’t do any modeling? Should I “stretch” the truth?

2) Do you have any other relevant comments about doing a junior year internship and not getting any modeling experience? I’m concerned with how this hurts my full-time credentials, how this might affect my resume, and how overall my standing will decrease relative to my peers because I didn’t get modeling experience.

It’s quite common not to have modeling experience… just say you did research and assisted with potential clients / potential buy-side deals but don’t say anything about modeling. Most people do no modeling in their internships so it doesn’t matter much anyway.

What’s a better part-time fall internship, BB PWM or no-name boutique (I mean no name.. say 3-7 employees)?

Both are about the same, but the boutique is better for your resume because you can write “Investment Banking Analyst”

off-topic question:

I often read though it’s June interviews are still taking place.

When do banks in America/Europe begin accepting applications for: 1) summer interns (analyst) 2) full-time (analyst/associate)

Is the end of a summer intern equivalent to the end of the full-time offer application period? Because ppl. might are offered a full-time offer after their summer intern.

To put it in a nutshell: When is recruting/application time generally?

Summer interns are December/January, full-time is August-September.

And when do you start as summer intern, when u successfully applied in dec/jan or successfully applied for aug/sep?

Summer interns usually start in June

This post reminded me of the classic cover letter to Lehman that was on Leveraged Sellout. I tried to see it, but it appears LSO has shutdown. Is this the case? Are the days of re-reading the same, hilarious stories over?

I don’t know because it’s not my site, but yes it appears to be down. Maybe check the google cache.

Thanks for the release of this article, much appreciated.

Curious on an unrelated question though, when you try to develop relationships with bankers and do the initial outreach to set up an information interview, how far ahead should you plan? I mean should you give them dates within the week you email, 2 weeks ahead, etc?

Also, for specific time slots you ask for, what time is it usually best for a banker to talk to someone about that? Like early morning, late night, right after lunch, etc?

Thanks again, H

Give dates within the next 1.5 weeks so they have a few days to respond. Usually right after lunch is best for bankers, for traders you have to call after market hours are over

Hi Brian, Thanks for the website, I have a quick question for you. I am in one of the new Masters in Finance/Management programs. I am at a target school for undergrad/MBA (think UNC/Duke/UVA). However, since the program is very new, banks don’t know much about it. Aditionally, although I have had some Wealth Management internship experience, I don’t have an I-Banking internship.

Given my situation, do you think it is better for me (in terms of B-school and exit opportunities) to go into a top ten consulting firm (excluding MBB) or try for mid-market/boutique investment banks (My school is very good in placing people in consulting), assuming I don’t get into a BB. I ultimately want to end up in PE or HF (preferably PE).

Thanks for your help.

I would still say banking because consulting –> PE is very tough unless you go for firms like Golden Gate Capital that hire a lot of ex-consultants… and even there they’re mostly from MBB. Much easier to go from smaller bank –> PE than to go from smaller consulting firm –> PE.

Should I mention the fact that my company is in F500? It’s know in Europe, but I doubt it is known in North America.

You can add it in, yes

I don’t have any inside experience about the recruiting process, but a friend/colleague of mine (BB) mentioned that while recruiting for regional european branches/off-cycle internships often look at the cover letter, they almost never do it for summer positions in London.

Everyone seems to have different stories re: cover letters, but they are certainly less important than resumes, networking, or interviews

What about for laterals?

Same template applies but talk about how your previous banking experience applies to the new position you’re applying for

I appreciate your template for its compactness, I understand I shouldnt overestimate the competition, but Im trying to sell myself to the recruiter, so simply mentioning my skills and experience will not differentiate me from the “competitor”…?

I personally dont have so much experience in the finance realm (although Im genuinely interested in it and have managed to get a ten day insight into a BB) so do you encourage mentioning transferable skills I acquired through extra curricular activities, ie football = teamwork, etc, etc…

Cover letters are not really the place to “sell” yourself, which is why this is short… much safer to keep it boring and then do the selling via networking / interviews.

I know this is supposed to be basic, but the first paragraph is pretty useless. Your name, university/job position and contact details will already be on your resume so what’s the point in wasting time and space repeating the details on your cover letter. Also, saying “I am interested in pursuing an [Investment Banking Analyst / Associate] position at your firm” is also somewhat redundant, since the recruiter knows what position you’re applying for.

The template is good as a starting point, but on the off chance someone actually does read your cover letter, I would try to do a lot more than just make redundant statements.

This template is for both email and traditional letters… and in email it’s certainly not redundant. Even with traditional letters you are introducing new information by giving the name of the person you met at their firm as well as your major / where you’re working more specifically.

so do you expect the same stats as what you have written for the resume template? A given population, and a limited percentage will download it, and even a limited percentage will copy it word for word?

Cheers, thanks for all the great info!

In the grand scheme of things, yes – online a lot of people use these templates but most people who apply to banks do not use them.

I’m currently a rising junior at a semi target looking to be a SA next summer. This past summer I interned at a discount brokerage firm but had significant responsibilities (they didn’t have to hire an additional broker because of me) and got a lot of experience and face time with clients.

I have an opportunity to apply for a PWM internship for the fall with Morgan Stanley Smith Barney. Should I continue with my current internship through the fall or would it look better to move to the more distinguished name? I imagine the work would be similar. thanks

Go to the better name

nice template, it sure will be easier for internationals like me to write one now. thanks.

Thank you for the cover letter template.

“If you’re making the body of your email the cover letter, make it even shorter (4-5 sentences total) and cut out the address bits at the top.”

Do you mean we should drastically cut down the entire 4 paragraph cover letter into 4-5 sentences?

Yes, make it so they don’t have to scroll much (if at all) when reading on a Blackberry. 1-2 sentence intro, 2 sentences on your work experience and how it makes you fit for the job and then 1 sentence conclusion.

A nicely put article! Anyway, I like the new template for the website too!

A question that is unrelated to the article:

How far does an interviewer expect you to know in a previous live deal that you were previously involved in as an INTERN? I mean really, to be fair, often times, even if interns are being put into live deals, they are only doing menial works (including me), such as researching, data mining, presentation slides building, etc.

How far of financial analysis would the interviewer expect you to know?

Also, in terms of financial modeling, you’ve said it before that it is the kind of work that everyone should want to be exposed to. But what if the financial modeling is not for a live deal, but for a potential deal? Would it still look better than the menial works in live deals?

Thank you! You have no idea how helpful you have been.

They expect you to know what you indicate you know… so don’t set expectations very high. And yes any type of modeling work is better than menial tasks

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Private Banker Cover Letter Examples (Template & 20+ Tips)

Create a standout private banker cover letter with our online platform. browse professional templates for all levels and specialties. land your dream role today.

Are you looking for a job in private banking? Our Private Banker Cover Letter Guide will help you create the perfect cover letter to get your foot in the door. With our tips and advice, you'll learn how to grab the attention of potential employers and make a lasting impression. We'll also help you create an effective, persuasive and professional cover letter that will get you noticed.

We will cover:

• How to write a cover letter, no matter your industry or job title.
• What to put on a cover letter to stand out.
• The top skills employers from every industry want to see.
• How to build a cover letter fast with our professional Cover Letter Builder .
• What a cover letter template is, and why you should use it.

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Private Banker Cover Letter Sample

Dear [Recipient],

I am writing to express my enthusiasm for the position of Private Banker at [Name of Company]. With my broad experience in banking and financial services, I am confident I could make a positive contribution to your organization.

My experience includes five years as a Private Banker at [Name of Company], where I successfully managed a portfolio of clients with investments of up to $10 million. I have a thorough understanding of the banking and financial services industry, as well as a strong background in providing sophisticated financial advice and solutions. I have a proven track record of building and maintaining strong relationships with clients, ensuring their satisfaction with the services they receive.

I have a Bachelor of Science in Business Administration from [Name of University], as well as a Certified Financial Planner (CFP) certification. I am well-versed in a variety of banking and financial services, including investments, asset management, credit and lending, and estate planning. I am also well-versed in the latest technologies and systems used in banking and financial services.

In addition to my professional qualifications, I have a strong commitment to providing exceptional customer service. I understand the importance of developing a strong relationship with clients, and I strive to ensure that they are satisfied with the services I provide. I also have excellent communication and interpersonal skills, which have allowed me to build strong relationships with clients.

I believe I have the skills and qualifications to be an asset to your organization. I am confident that I can provide the highest level of service to your clients, and I look forward to discussing my qualifications in more detail.

Thank you for your time and consideration.

Sincerely, [Your Name]

Why Do you Need a Private Banker Cover Letter?

• A Private Banker cover letter is a great way to demonstrate your knowledge of the financial services industry and provide insight into your experience and qualifications.
• It is a valuable tool in showing potential employers why you are the right candidate for the job and how your skills and qualifications make you an asset to their organization.
• A cover letter should provide a brief overview of your professional background and highlight the key reasons why you would be a perfect fit for the position.
• It should also demonstrate your knowledge of the private banking industry and the current trends and challenges within the sector.
• A well-written cover letter will give you the edge over other candidates and help you stand out from the crowd.
• It is a great way to show potential employers that you are highly motivated and have the necessary experience and qualifications to excel in the role.

A Few Important Rules To Keep In Mind

• Start your cover letter with a strong introduction that explains why you are writing.
• Highlight your most relevant qualifications, skills, and experience in the body of the letter.
• Connect your qualifications to the job requirements and demonstrate why you are the best candidate for the position.
• Include concrete examples of your accomplishments that showcase your capabilities.
• End your letter with a call to action that encourages the hiring manager to contact you.
• Proofread your cover letter for any typos, spelling mistakes, or grammar errors.
• Mention any awards, certifications, or other qualifications that are relevant to the position.
• Format your cover letter using a professional font and organize the information in a logical way.
• Keep your letter to one page and make sure it is well-written and concise.
• Tailor your cover letter to the specific Private Banker position you are applying for.

What's The Best Structure For Private Banker Cover Letters?

After creating an impressive Private Banker resume , the next step is crafting a compelling cover letter to accompany your job applications. It's essential to remember that your cover letter should maintain a formal tone and follow a recommended structure. But what exactly does this structure entail, and what key elements should be included in a Private Banker cover letter? Let's explore the guidelines and components that will make your cover letter stand out.

Key Components For Private Banker Cover Letters:

• Your contact information, including the date of writing
• The recipient's details, such as the company's name and the name of the addressee
• A professional greeting or salutation, like "Dear Mr. Levi,"
• An attention-grabbing opening statement to captivate the reader's interest
• A concise paragraph explaining why you are an excellent fit for the role
• Another paragraph highlighting why the position aligns with your career goals and aspirations
• A closing statement that reinforces your enthusiasm and suitability for the role
• A complimentary closing, such as "Regards" or "Sincerely," followed by your name
• An optional postscript (P.S.) to add a brief, impactful note or mention any additional relevant information.

Cover Letter Header

A header in a cover letter should typically include the following information:

• Your Full Name: Begin with your first and last name, written in a clear and legible format.
• Contact Information: Include your phone number, email address, and optionally, your mailing address. Providing multiple methods of contact ensures that the hiring manager can reach you easily.
• Date: Add the date on which you are writing the cover letter. This helps establish the timeline of your application.

It's important to place the header at the top of the cover letter, aligning it to the left or center of the page. This ensures that the reader can quickly identify your contact details and know when the cover letter was written.

Cover Letter Greeting / Salutation

A greeting in a cover letter should contain the following elements:

• Personalized Salutation: Address the hiring manager or the specific recipient of the cover letter by their name. If the name is not mentioned in the job posting or you are unsure about the recipient's name, it's acceptable to use a general salutation such as "Dear Hiring Manager" or "Dear [Company Name] Recruiting Team."
• Professional Tone: Maintain a formal and respectful tone throughout the greeting. Avoid using overly casual language or informal expressions.
• Correct Spelling and Title: Double-check the spelling of the recipient's name and ensure that you use the appropriate title (e.g., Mr., Ms., Dr., or Professor) if applicable. This shows attention to detail and professionalism.

For example, a suitable greeting could be "Dear Ms. Johnson," or "Dear Hiring Manager," depending on the information available. It's important to tailor the greeting to the specific recipient to create a personalized and professional tone for your cover letter.

Cover Letter Introduction

An introduction for a cover letter should capture the reader's attention and provide a brief overview of your background and interest in the position. Here's how an effective introduction should look:

• Opening Statement: Start with a strong opening sentence that immediately grabs the reader's attention. Consider mentioning your enthusiasm for the job opportunity or any specific aspect of the company or organization that sparked your interest.
• Brief Introduction: Provide a concise introduction of yourself and mention the specific position you are applying for. Include any relevant background information, such as your current role, educational background, or notable achievements that are directly related to the position.
• Connection to the Company: Demonstrate your knowledge of the company or organization and establish a connection between your skills and experiences with their mission, values, or industry. Showcasing your understanding and alignment with their goals helps to emphasize your fit for the role.
• Engaging Hook: Consider including a compelling sentence or two that highlights your unique selling points or key qualifications that make you stand out from other candidates. This can be a specific accomplishment, a relevant skill, or an experience that demonstrates your value as a potential employee.
• Transition to the Body: Conclude the introduction by smoothly transitioning to the main body of the cover letter, where you will provide more detailed information about your qualifications, experiences, and how they align with the requirements of the position.

By following these guidelines, your cover letter introduction will make a strong first impression and set the stage for the rest of your application.

Cover Letter Body

Dear [Recipient Name],

I am writing to apply for the position of Private Banker at [Company Name]. With over a decade of experience in the banking and finance field, I am confident that I have the skills and knowledge necessary to effectively manage the financial needs of your clients.

I have a thorough understanding of the complexities of financial planning and investment management. I am well-versed in evaluating and assessing clients’ financial positions, analyzing their risk profiles, and providing them with tailored advice and strategies to meet their individual goals. I am also experienced in providing clients with comprehensive financial plans, including retirement, college, and estate planning.

I am adept at developing and maintaining strong relationships with clients and providing them with personalized service. I have a proven track record of increasing customer satisfaction by providing sound, personalized advice and solutions. Additionally, I am well-versed in portfolio management and have an in-depth knowledge of the banking industry.

I am highly organized and have a strong attention to detail. I am also a great communicator, both in person and on the phone. I am confident that I can provide your clients with the highest level of customer service.

I am excited by the prospect of joining [Company Name] and contributing to its success. I am confident that I can provide your clients with the highest level of financial advice and services. I look forward to discussing my qualifications in more detail at an interview.

Complimentary Close

The conclusion and signature of a cover letter provide a final opportunity to leave a positive impression and invite further action. Here's how the conclusion and signature of a cover letter should look:

• Summary of Interest: In the conclusion paragraph, summarize your interest in the position and reiterate your enthusiasm for the opportunity to contribute to the organization or school. Emphasize the value you can bring to the role and briefly mention your key qualifications or unique selling points.
• Appreciation and Gratitude: Express appreciation for the reader's time and consideration in reviewing your application. Thank them for the opportunity to be considered for the position and acknowledge any additional materials or documents you have included, such as references or a portfolio.
• Call to Action: Conclude the cover letter with a clear call to action. Indicate your availability for an interview or express your interest in discussing the opportunity further. Encourage the reader to contact you to schedule a meeting or provide any additional information they may require.
• Complimentary Closing: Choose a professional and appropriate complimentary closing to end your cover letter, such as "Sincerely," "Best Regards," or "Thank you." Ensure the closing reflects the overall tone and formality of the letter.
• Signature: Below the complimentary closing, leave space for your handwritten signature. Sign your name in ink using a legible and professional style. If you are submitting a digital or typed cover letter, you can simply type your full name.
• Typed Name: Beneath your signature, type your full name in a clear and readable font. This allows for easy identification and ensures clarity in case the handwritten signature is not clear.

Common Mistakes to Avoid When Writing a Private Banker Cover Letter

When crafting a cover letter, it's essential to present yourself in the best possible light to potential employers. However, there are common mistakes that can hinder your chances of making a strong impression. By being aware of these pitfalls and avoiding them, you can ensure that your cover letter effectively highlights your qualifications and stands out from the competition. In this article, we will explore some of the most common mistakes to avoid when writing a cover letter, providing you with valuable insights and practical tips to help you create a compelling and impactful introduction that captures the attention of hiring managers. Whether you're a seasoned professional or just starting your career journey, understanding these mistakes will greatly enhance your chances of success in the job application process. So, let's dive in and discover how to steer clear of these common missteps and create a standout cover letter that gets you noticed by potential employers.

• Not including any details about your experience or qualifications.
• Not addressing the letter to a specific person.
• Not customizing the letter to the company or position.
• Using overly formal language.
• Using clichés or overly generic language.
• Failing to proofread the letter for errors.
• Including irrelevant information.
• Failing to show enthusiasm for the role.
• Not demonstrating why you are a good fit for the role.
• Not including contact information in the signature.

Key Takeaways For a Private Banker Cover Letter

• Highlight your customer service experience, especially in the banking and finance industries.
• Mention any specialized certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
• Demonstrate your ability to work with clients to design a tailored financial plan that meets their needs.
• Discuss how you will stay up-to-date on the latest banking trends and regulations.
• Explain your commitment to helping clients achieve their financial goals.
• Describe your ability to effectively manage client relationships.

Private Banker Cover Letter Example

Private Bankers or Personal Bankers are responsible for managing the money and financial activities of high net-worth profiles/accounts while fostering a healthy relationship with them. These banking experts provide all types of banking services such as personal cash management, interest services, investment management, and secured/unsecured credit services.

With a Private Banker Cover Letter, it would be easy for the applicant to establish strong contact with the hiring company. Use your cover letter to familiarize your interest and qualifications for this role. A simple yet unique cover letter will convince the reader that you are the best fit for this post. The employer should get a clear idea of what you have to offer to them. Hence you should use this document to speak volumes on your behalf of you. Our below-mentioned Private Banker Cover Letter Sample is a perfect illustration of how a cover letter should be.

• Cover Letters
• Accounting & Finance

Private Bankers work for varied industries including banks, investment banks, wealth management firms, and credit unions to provide banking, investment, and advisory services to wealthy and affluent client accounts. These professionals are assigned to specific ultra-rich clients of a special bank or branch. They are responsible for providing all banking services and also reaching out to prominent high-net-worth clients so that they can attract them to their financial institutions.

What to Include in a Private Banker Cover Letter?

Roles and responsibilities.

• Consulting with clients regarding financial requirements.
• Recommending products and services including credit structures.
• Developing loan packages for credit review and underwriting.
• Evaluating financial, tax, and credit needs of all customers.
• Ensuring to open plus service accounts within certified limits.
• Ensuring records are maintained within given policies and guidelines.
• Preparing customer base by servicing existing clients and cross-selling products.
• Developing new business by interacting with external resources and informing about changing market conditions.
• Ensuring conformance with all banking policies and practices.
• Supervising banking operations including personal banking relations .
• Ensuring customer satisfaction.

Education & Skills

Private banker skills:.

• Knowledge of latest developments plus market trends.
• Knowledge of private banking practices and regulations.
• Familiarity with banking software.
• The ability to work diligently and meet targets.
• MS Office proficiency.
• A customer-centric approach to work.
• Excellent communication and negotiation skills.
• Multitasking skills.

Private Banker Education Requirements:

• Bachelor’s degree in accounting or finance.
• Proven work experience as a personal banker or in the sales or customer service sector.

Private Banker Cover Letter Example (Text Version)

Dear Mr./Ms.

Upon coming across your requirement for a new Private Banker at ***, I felt compelled to write this letter, and submit my enclosed resume for your kind consideration. As a highly motivated, talented, and result-focussed personal banker with more than 10 years of experience in handling high-profile client’s financial account services, and with the ability to drive increased sales, I am now well-positioned to take up this challenging job and prove my worth by surpassing your expectations for this role.

Throughout my professional history, I have gained hands-on experience and knowledge in fostering and building client relationship management, operational leadership, and product sales strategies. My area of niche is in assessing the client’s needs, and working with cross-functional team members, to make a positive impact on the bottom line of the company.

Allow me to walk you through some of my core accomplishments and areas of accountability –

• Spearheaded ****’s operations by providing account service including taking check orders, depositing, supporting in opening NRI accounts, keeping a detailed record of clients, and assisting in opening/closing of accounts.
• Expertise as Personal Banker with **** providing overarching support in client account management, cross-selling products/services, new business development, and identifying customer needs.
• Forging a trusting and loyal relationship with customers, and management teams, while maximizing customer retention, and bringing in new customers.
• Gained recognition and was awarded “Best Employee of the Month” several times for my ability to bring more than 20 net-worth clients within three months.
• Earning accolades from present customers based on their feedback towards my unparalleled customer service.
• Finely-honed communication, interpersonal, and collaborative skills.
• Earned Master’s degree in Finance Management, from **** and training in Portfolio Management from ***.

My experience in the banking and finance sector, coupled with my steadfast commitment to work ethics, and excellence in sales, positions me to manage a high level of quality in my services and maintain discretion in confidentiality towards my client portfolio.

If you also feel that my portfolio is beneficial for both of us, kindly arrange for an interview. You can either inform me by calling me at () or sending me an e-mail to ().

Thank you for your time and consideration. Waiting for a positive response!

Sincerely, [Your Name]

When applying for the Private Banker job, you need to show the reader that you have the skillset and experience required for the role. The best way to do this is to speak about your professional journey, and include some chief SEO catchy phrases like exceptional knowledge of the financial market and its derivatives, and computational skills.

You can use our Private Banker Resume Samples to create a good resume and increase your chances of getting the job.

Customize Private Banker Cover Letter

Get hired faster with our free cover letter template designed to land you the perfect position.

Related Accounting & Finance Cover Letters

Private Banker Cover Letter Examples

A great private banker cover letter can help you stand out from the competition when applying for a job. Be sure to tailor your letter to the specific requirements listed in the job description, and highlight your most relevant or exceptional qualifications. The following private banker cover letter example can give you some ideas on how to write your own letter.

or download as PDF

Cover Letter Example (Text)

Terasa Glotzbach

(723) 420-2542

[email protected]

Dear Ms. Blyth,

I am writing to express my genuine interest in the Private Banker position at J.P. Morgan Private Bank, as advertised. With a successful five-year tenure at Goldman Sachs Private Wealth Management, I have honed my skills in delivering exceptional financial services to high-net-worth clients, and I am eager to bring my expertise to your esteemed institution.

Throughout my career, I have been dedicated to providing tailored financial solutions and wealth management advice that align with my clients' unique needs and aspirations. My approach combines a deep understanding of market dynamics with a personal touch that builds trust and fosters long-lasting relationships. At Goldman Sachs, I managed a diverse portfolio of clients, helping them navigate the complexities of their financial landscapes to achieve their investment goals. My dedication to client satisfaction has been recognized on multiple occasions, and I have consistently met or exceeded performance expectations.

My years of experience have equipped me with a robust skill set that includes investment strategy development, risk management, and estate planning, all underpinned by a strong commitment to regulatory compliance and ethics. I am well-versed in crafting bespoke financial plans that consider the intricacies of tax implications, philanthropic endeavors, and intergenerational wealth transfer. Moreover, my ability to work collaboratively with cross-functional teams ensures that clients receive a comprehensive service that addresses all facets of their financial lives.

I am particularly drawn to J.P. Morgan Private Bank because of its reputation for excellence and its commitment to delivering unparalleled wealth management services. I am confident that my proactive approach to client engagement and my dedication to creating value would make a significant contribution to your team. I am excited about the opportunity to further discuss how my background, skills, and enthusiasms align with the goals of J.P. Morgan Private Bank.

Thank you for considering my application. I look forward to the possibility of contributing to your team and am eager to discuss how my experience and vision can be put to work for your clients.

Warm regards,

Related Cover Letter Examples

• Private Equity Analyst
• Private Equity Associate
• Private Investigator
• Private Tutor
• Business Banker

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3 Investment Banking Cover Letter Examples Made in 2024 

• Investment Banking Cover Letter
• Investment Banking Internship Cover Letter
• Investment Banking Analyst Cover Letter
• Write Your Investment Banking Cover Letter

Identifying investment opportunities is where you shine. Risk and return profiles are identified, valuations are completed, and acquisitions are performed successfully with you on the job.

But have you invested enough time writing a cover letter that complements your investment banking resume and helps land your next job?

We’ll help you get started with our investment banking cover letter examples . They’ll provide an easy template for success and, when coupled with our AI cover letter generator, will ensure you stand out in this results-driven field.

Investment Banking Cover Letter Example

USE THIS TEMPLATE

Microsoft Word

Google Docs

Block Format

Copy this text for your investment banking cover letter!

123 Fictional Avenue New Orleans, LA 70112 (123) 456-7890

October 01, 2023

Ethan Davis Capital One Securities 123 Fictional Lane New Orleans, LA 70112

Dear Mr. Davis:

As a fervent believer in the power of data-driven decision making in my professional career and personal investment endeavors, I spend my evenings studying financial market trends and identifying potential opportunities when I’m not engrossed in aiding clients in reaching their financial goals. Pairing my passion for finance with my keen understanding of various industry nuances, I am excited to join Capital One Securities as an investment banking associate.

During my tenure at UBS, I honed my expertise in data analysis, using advanced tools like Python and Excel to sort through vast amounts of information. I successfully identified vital investment opportunities that contributed to the growth and diversification of portfolios, thereby increasing the company’s average annual return on investment by 8.2%.

As a financial analyst at Valmiki 504, also based in New Orleans, I dove headfirst into financial statement analysis, scrutinizing balance sheets, cash flow, and income statements. Consequently, my analysis contributed to improvements in client portfolio performance, with a 6.7% increase in average annual returns.

Being involved in numerous Mergers and Acquisitions (M&A) deals as part of the strategic financial advisory team at Dorsey & Company, I implemented a systematic approach to risk analysis and valuations. My prowess in executing due diligence and navigating financial models was instrumental in securing successful deals for the advisors. Our team collectively increased completed M&A transactions by 9.4% during my time there, benefiting clients through synergistic growth.

I am eager to leverage my enthusiasm and skillset to augment Capital One Securities’ position at the forefront of the financial sector. I look forward to discussing how my expertise can contribute to the growth and continued success of Capital One Securities and its client base. Thank you.

Liam Andersen

Enclosures: Resume Application Academic Transcript

Why this cover letter works

• Follow this with a compelling narrative of relevant work experiences , backing up impacts made in previous workplaces using numbers, percentages, and revenues. Skills such as data analysis, financial statement and risk analysis, and software Python and Excel should suffice in your piece.

Level up your cover letter game

Relax! We’ll do the heavy lifiting to write your cover letter in seconds.

Investment Banking Internship Cover Letter Example

Copy this text for your investment banking internship to your cover letter!

123 Fictional Avenue New York City, NY 10001 (123) 456-7890

Liam Harris JPMorgan Chase & Co. 123 Fictional Lane New York City, NY 10001

Dear Mr. Harris:

Influenced by the allure of the world of finance and its complex interplay of numbers, I spend my leisure hours tracking global economic indicators when I’m not thoroughly engrossed in my academic pursuit of finance. This fascination for finance and my keen interest in building personalized investment portfolios ignited my enthusiasm to be part of JPMorgan Chase & Co. as an investment banking valuation intern.

During my time at New York University, I honed my skills in Python to analyze complex financial datasets, proving instrumental to our team’s success in the annual Love Data Week competition. The models I developed contributed to us outperforming 52+ teams and winning by a margin of 3.2%.

As a research Intern at the NYU Stern School of Business, utilizing tools like Bloomberg Terminal and FactSet, I completed a research project on the impact of modern trade wars on international markets. The efforts culminated in a published paper that was well-received in academia.

Additionally, my coursework in statistical analysis spurred my interest in predicting financial trends. By employing these skills, I earned the second spot in the college’s annual forecast challenge, predicting S&P 500 performance with an accuracy level of 92.3%.

The idea of playing an indispensable part at the trailblazing vanguard of the finance industry exhilarates me to no end. I look forward to discussing my qualifications in detail at your earliest convenience. Thank you.

Zara Jafari

• Of course, the majority of your piece will focus on academic accomplishments. But don’t just highlight your technical know-how. Briefly narrate instances where you translated classroom knowledge into tangible impact during class projects, competitions, simulations, and possibly an internship or volunteer program.

Investment Banking Analyst Cover Letter Example

Copy this text for your investment banking analyst cover letter!

123 Fictional Avenue Memphis, TN 38101 (123) 456-7890

Ava Wilson First Horizon National Corporation 123 Fictional Lane Memphis, TN 38101

Dear Ms. Wilson:

Responding to First Horizon National Corporation’s compelling belief that creating new horizons is critical to client success, I am eager to join your dynamic team of innovators as your next investment banking analyst. Firmly believing in the heightened potential that emerges when diverse insights merge and align toward a shared financial goal, I welcome the opportunity to collaborate with your team of skilled analysts and finance experts.

One of my skills, Comparable Company Analysis (CCA), helped me carve a significant niche at Raymond James. By applying such in-depth analyses, I was able to implement strategies that led to an annual yield increase of 7.3% for our locally focused portfolios, demonstrating the power of well-applied industry knowledge. Moreover, proficiency in pitch book preparation has augmented my communicative prowess, allowing me to clearly convey complex financial narratives. This proficiency manifested in more than just words, driving a 16.4% growth in local investments by effectively showcasing our value propositions to Memphis clients.

My firm grasp of capital structure analysis further complements these core competencies. Using Bloomberg Terminal and FactSet, I dissected intricate financial data at NewSouth Capital Management, which eventually reduced client portfolios’ cost of capital by 14.7%.

As seen from my history of aiding Memphis-based organizations like Bluff City Coffee & Bakery and Medtronic, I am committed to building solid relationships and paving ways for clients to reach their long-term financial objectives seamlessly.

Inspired and motivated by First Horizon’s dedication to guiding its clients toward fruitful opportunities, I look forward to contributing to your mission. I appreciate your consideration and look forward to discussing how my experiences and skills could further bolster the growth of First Horizon National Corporation.

Nina Petrovic

• Go ahead and show off your professional arsenal (cue comparable company analysis, pitch book preparation, or capital structure analysis). Weaving in quantifiable wins, like an annual yield increase of 7.3%, anchors your credibility.

Related cover letter examples

• Investment banking resume
• Financial analyst
• Bank teller
• Account manager

Tips to Write a Successful Investment Banking Cover Letter

When optimizing a client’s investment portfolio, you always ensure you account for their specific needs and financial situation to get them the best results. Take a similar approach to your investment banking cover letter. 

The job description will help you succeed here. It’ll outline the company’s mission and the top investment banking skills they’re looking for so you can include them in your cover letter to stand out.

For instance, you could explain how you’ll use your negotiation skills to help an automotive company continue expanding its market while achieving its goal of bringing fair vehicle prices to consumers.

How to stand out in the greeting and intro of your investment banking cover letter

When meeting a client for the first time, you’d want to learn their name to instantly create a connection. You should do the same in your investment banking cover letter by trying to address a specific hiring manager by name, if you can find it in the job description or the company website.

Then, once you get into the opening paragraph, grab attention by referencing your passion for the company’s mission and the top skills they’re looking for, like financial modeling or using the Bloomberg Suite.

The example below will show you a cover letter that gets off to a good start but falls short when they don’t get into any specifics about the company’s investment banking needs.

Needs more details!

Dear Ms. Tyson,

I was pleased to see the investment banking opportunity your company has available. With my seven years of experience in the financial field, I believe I’ll be the right fit for your company’s needs.

An opener like the one below is a better option that relates directly to the applicant’s enthusiasm for First Horizon National Corporation’s dynamic and innovative investment banking team. 

A compelling and detailed opener!

Dear Ms. Wilson,

Optimize the body of your investment banking cover letter

Data is a crucial part of the decisions you make as an investment banker. It’s also pretty important to help you write a successful cover letter.

One of the best ways to optimize your body paragraphs is by sharing examples using metrics. For instance, you could explain how you used your market forecasting skills to help a portfolio of 125 clients grow their earnings by an average of 34% annually.

If you don’t have much work experience , you could also write about how your education in finance, accounting, or other related fields has equipped you for the role. For example, you could talk about how you analyzed statements of cash flows with 98% accuracy during your managerial accounting course.

A great body paragraph with data-driven performance!

Impactfully close out your investment banking cover letter

After you wrap up a meeting with a client, you’d want to relate back to what you covered to ensure they’re up to speed on the next steps you’ll take when optimizing their investment portfolio. You should do the same with the closing of your cover letter by relating back to the essential job skills you emphasized, like private equity and market analysis, and how you connect with the company’s mission.

It’s also best practice to thank the hiring manager for their time and close with a light call to action like “I look forward to discussing the needs of this investment banking position with you further.”

The closer below doesn’t quite hit the mark since it’s missing the call to action or any specific details about the investment banking role.

Lacking impact with this one!

I believe my skills and experience will be of great value to your company’s growing investment banking needs. Thank you for taking the time to review my application.

Isaac Martens

A better closer is the one below that directly relates to Capital One Securities’ goal to grow in the financial sector and help its client base succeed. 

An impactful closer relating to the company’s mission! 

I am eager to leverage my enthusiasm and skillset to augment Capital One Securities’ position at the forefront of the financial sector. I look forward to discussing how my expertise can contribute to the growth and continued success of Capital One Securities and its client base. Thank you.

Sincerely, 

One page is the optimal length for investment banking cover letters. If you’re struggling to shorten it, try to focus on the primary needs of each job. For instance, if you’re applying to a commercial investment banking role, your M&A and equity research abilities may be essential to emphasize. 

Your investment banking cover letter should be customized for each job. It’ll help you stand out when applying to one company that works with high-yield bonds and another that specializes in structured financial management so you can present relevant skills for both. 

The best way to make job skills stand out is to include relevant ones to each company’s needs and share metrics-based examples of how you used them successfully in previous jobs. For instance, you could explain how you used S&P Capital IQ to help companies utilize their assets 54% more efficiently. 

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• Cover Letter

private banker cover letter Examples & Samples for 2024

Remember to highlight your relevant work experience and qualifications in your Private Banker cover letter in light of the position you are applying for. Exposing your pertinent achievements in your cover letter can help you stand out and land that job interview, regardless of whether you’re looking for an entry-level position or have been in your career for a while.

This cover letter illustration is a superb illustration of what a hiring manager seeks in a resume for a private banker. You are welcome to use this sample as inspiration when writing your own cover letter, or you can use this simple tool to build a cover letter that will walk you through the process step-by-step in a matter of minutes.

Check out our Private Banker Resume Example and Private Banker Responsibilities and Duties in addition to the Private Banker Cover Letter Example.

Private Banker Cover Letter Example 1

I’m eager to apply for the position of private banker at First National Bank. I believe that my skills and experience would be a valuable addition to your team because I have more than ten years of banking and financial industry experience.

I’ve had success in private banking, and I’m driven to assist First National Bank’s clients in achieving their financial objectives. My ability to deliver superior customer service and create lasting relationships with my clients is something I take great pride in. Additionally, I have experience in wealth management and investing, so I am confident that I can offer my clients sound advice on how to increase their wealth.

I’m thrilled to be a part of a company that is dedicated to offering top-notch customer service. I am inspired to assist First National Bank in sustaining its expansion and success because of the bank’s positive reputation in the neighborhood. I’m eager to speak with you in person about how my qualifications and experience can help First National Bank.

Thank you for your time and consideration. I am certain that I can contribute significantly to your team. My resume is enclosed for your review.

Private Banker Cover Letter Example 2

Regarding the vacant Private Banker position at your business, I’m writing to you. I am sure that I am the best candidate for the position because I possess the necessary abilities, background, and qualifications.

I’ve been employed in the private banking sector for the past three years and have accumulated a ton of experience. I am well-versed in providing top-notch customer service and I have a thorough understanding of the goods and services that private banks provide. Additionally, I am an authority in wealth management and have a track record of assisting clients in increasing their wealth.

I am a highly motivated and ambitious person who is constantly looking for new challenges and learning opportunities. I’m sure I can be a great asset to your business, and I want to do everything I can to help you succeed.

I’ve included my resume for your consideration, and I’d appreciate the chance to meet with you for a conversation. Thank you for your time and consideration.

Private Banker Cover Letter Example 3

I’m writing to express my interest in the vacant private banker position. I think I’m a strong candidate for this job given my background and education.

For the past three years, I have been employed as a financial analyst, during which time I have gathered invaluable experience in financial analysis, budgeting, forecasting, and reporting. Additionally, I have experience managing relationships with clients. I have the opportunity to work with clients every day in my current position, which has allowed me to hone my interpersonal skills.

I have a degree in finance and economics, and I’ve taken a number of business administration courses. I think that your business will benefit from my knowledge of finance and economics.

Please accept my sincere gratitude for your time and consideration. I hope to hear from you soon.

Private Banker Cover Letter Writing Tips

You must demonstrate to hiring managers that you have the experience and abilities necessary for the position when applying for a job as a private banker. One way to do this is to briefly summarize your prior employment experiences and point out how they prepared you for this new position.

You may also mention any honors or other recognition you have previously received for your work. This will demonstrate to potential employers that you have the abilities and commitment necessary to succeed in this industry.

Tailor your cover letter to the job description

Examine the job description carefully and make sure your cover letter highlights any requirements or skills that match your experience. For instance, if the job posting states that prior experience with foreign exchange is required, be sure to mention any prior experience you may have that is pertinent in this field.

Show your passion for the job

To give their clients the best service possible, private bankers must be passionate about what they do. Use words like “I’m excited” and “I’m passionate” in your cover letter as a way to demonstrate to hiring managers that you are passionate about the position.

Proofread your cover letter

One of the most crucial steps in making sure you leave a good impression on hiring managers is proofreading your cover letter. Make sure your cover letter and resume are error-free by double-checking the spelling and grammar. Otherwise, you risk being disqualified from the hiring process.

Write an Amazing Cover Letter: 3 Golden Rules (Template included)

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Banking cover letter examples

If you’re hoping to land your next banking role, then you need a cover letter that’s right on the money.

In our step-by-step guide, we’ll share our top tips and advice for writing an impressive application.

We’ve also created some banking cover letter examples to inspire your own. Check them out below.

CV templates 

Banking cover letter example 1

Banking cover letter example 2

Banking cover letter example 3

These 3 Banking cover letter example s should provide you with a good steer on how to write your own cover letter, and the general structure to follow.

Our simple step-by-step guide below provides some more detailed advice on how you can craft a winning cover letter for yourself, that will ensure your CV gets opened.

How to write a Banking cover letter

A simple step-by-step guide to writing your very own winning cover letter.

Write your cover letter in the body of an email/message

When writing your Banking cover letter, it’s best to type the content into the body of your email (or the job site messaging system) and not to attach the cover letter as a separate document.

This ensures that your cover letter gets seen as soon as a recruiter or employer opens your message.

If you attach the cover letter as a document, you’re making the reader go through an unnecessary step of opening the document before reading it.

If it’s in the body of the message itself, it will be seen instantly, which hugely increases the chances of it being read.

Start with a friendly greeting

To start building rapport with the recruiter or hiring manager right away, lead with a friendly greeting.

Try to strike a balance between professional and personable.

Go with something like…

• Hi [insert recruiter name]
• Hi [insert department/team name]

Stay away from old-fashioned greetings like “Dear sir/madam ” unless applying to very formal companies – they can come across as cold and robotic.

How to find the contact’s name?

Addressing the recruitment contact by name is an excellent way to start building a strong relationship. If it is not listed in the job advert, try to uncover it via these methods.

• Check out the company website and look at their  About page. If you see a hiring manager, HR person or internal recruiter, use their name. You could also try to figure out who would be your manager in the role and use their name.
• Head to LinkedIn , search for the company and scan through the list of employees. Most professionals are on LinkedIn these days, so this is a good bet.

Identify the role you are applying for

Once you’ve opened up the cover letter with a warm greeting to start building a relationship, it is time to identify which role you want to apply for.

Recruiters are often managing multiple vacancies, so you need to ensure you apply to the correct one.

Be very specific and use a reference number if you can find one.

• I am interested in applying for the position of *Banking role* with your company.
• I would like to apply for the role of Sales assistant (Ref: 406f57393)
• I would like to express my interest in the customer service vacancy within your retail department
• I saw your advert for a junior project manager on Reed and would like to apply for the role.

See also: CV examples – how to write a CV – CV profiles

Highlight your suitability

The sole objective of your cover letter is to motivate recruiters into to opening your CV. And you achieve this by quickly explaining your suitability to the roles you are applying for.

Take a look at the job descriptions you are applying to, and make note of the most important skills and qualifications being asked for.

Then, when crafting your cover letter, make your suitability the central focus.

Explain why you are the best qualified candidate, and why you are so well suited to carry out the job.

This will give recruiters all the encouragement they need to open your CV and consider you for the job.

Keep it short and sharp

A good cover letter is short and sharp, getting to the point quickly with just enough information to grab the attention of recruiters.

Ideally your cover letter should be around 4-8 sentences long – anything longer will risk losing the attention of time-strapped recruiters and hiring managers .

Essentially you need to include just enough information to persuade the reader to open up your CV, where the in-depth details will sit.

Sign off professionally

To round of your CV, you should sign off with a professional signature.

This will give your cover letter a slick appearance and also give the recruiter all of the necessary contact information they need to get in touch with you.

The information to add should include:

• A friendly sign off – e.g. “Kindest regards”
• Your full name
• Phone number (one you can answer quickly)
• Email address
• Profession title
• Professional social network –  e.g. LinkedIn

Here is an example signature;

Warm regards,

Jill North IT Project Manager 078837437373 [email protected] LinkedIn

Quick tip: To save yourself from having to write your signature every time you send a job application, you can save it within your email drafts, or on a separate documents that you could copy in.

What to include in your Banking cover letter

Here’s what kind of content you should include in your Banking cover letter…

The exact info will obviously depend on your industry and experience level, but these are the essentials.

• Your relevant experience – Where have you worked and what type of jobs have you held?
• Your qualifications – Let recruiters know about your highest level of qualification to show them you have the credentials for the job.
• The impact you have made – Show how your actions have made a positive impact on previous employers; perhaps you’ve saved them money or helped them to acquire new customers?
• Your reasons for moving – Hiring managers will want to know why you are leaving your current or previous role, so give them a brief explanation.
• Your availability – When can you start a new job ? Recruiters will want to know how soon they can get you on board.

Don’t forget to tailor these points to the requirements of the job advert for best results.

Banking cover letter templates

Copy and paste these Banking cover letter templates to get a head start on your own.

Hello Harry

I am keen to showcase my interest in the Bank Manager position at Investec. With a distinguished career in the financial service industry spanning over 15 years, I am excited about the opportunity to lead a dynamic team, steer exceptional customer experiences, and contribute to the success of your company.

Throughout my career at Metro Bank, I have held progressively responsible roles, where I honed my expertise in optimising branch operations, client service, team management, and business development across all activities. Some of the significant contributions I have played throughout my time at Metro Bank include, increasing deposits by 30% through integrating targeted marketing campaigns and relationship-building strategies, developing training programs which enhanced branch staff’s cross-selling of bank products by 50%, and lessening annual expenses by £80K by negotiating favourable contracts with suitable vendors.

My passion for fostering a customer-centric culture has been the driving force behind my success, and I am confident that my collaborative approach and ability to build and maintain relationships will ensure continued growth for Investec as a whole. Thank you very much for considering my application and I hope to hear from you very soon regarding scheduling an interview.

Kind regards

Ellen Mount ¦ 07777777777 ¦ [email protected]

I hope you’re well. I am thrilled to apply for the Private Banker role at Santander, as advertised on Indeed. With a successful track record in wealth management and a deep commitment to delivering personalised financial solutions to high-net-worth clients, I am eager to contribute my expertise to your institution.

I possess 7 years of experience as a Private Banker at CitiBank, where I increased AUM by 20% since 2016, successfully generated £3M in revenue and exceeded individual/team targets through cross-selling financial products to clients. I also boosted CSAT scores by 10% within 3-months due to promptly addressing any complaints.

I am eager to leverage my skills to enhance your establishment’s reputation and ensure to its continued success. As a highly analytical professional, I thrive in dynamic market environments and excel at navigating complex financial landscapes. My dedication to providing exceptional service is matched by my commitment to stay abreast of industry trends and guaranteeing my clients receive the most relevant advice.

Thank you for considering my application and look forward to attending an interview at your convenience.

Simon Piles ¦ 07777777777 ¦ [email protected]

Good morning, Gary

I am excited to apply for the Junior Teller role at Fidelity Bank. I am eager to leverage my skills and commitment towards maintaining the high standards of service associated with your institution.

Throughout my academic journey and part-time experiences, I have developed a deep understanding of banking procedures, where I gained valuable insights into the importance of accuracy, confidentiality, and efficiency in handling transactions. As a recent HND Banking Graduate from Lincoln College, I possess theoretical knowledge in financial accounting and economics.

Additionally, I completed a one-year internship at TD Group where I was exposed to real-world cash handling, account management, and customer interactions. During this internship I assisted in the implementation of a new process for addressing inquiries that reduced wait times by 20%, as well as assuring a 100% record of compliance with bank policies which led to successful audits with no major findings.

Please feel free to reach out to me via email or by phone at your convenience to schedule an interview. Thank you for considering my application.

Lisa McKenzie ¦ 07777777777 ¦ [email protected]

Writing an impressive cover letter is a crucial step in landing a Banking job, so taking the time to perfect it is well worth while.

By following the tips and examples above you will be able to create an eye-catching cover letter that will wow recruiters and ensure your CV gets read – leading to more job interviews for you.

Good luck with your job search!

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Private Banking Internship

A guide seeks to educate prospective private banking interns

Sevriano combines a deep expertise in finance and law with a proven track record in financial services and mergers & acquisitions (M&A). He excels in cutting-edge research and analysis, enabling him to uncover insights that drive decisions. His leadership style is visionary yet collaborative, creating an environment where teams are empowered to innovate and excel. Sevriano is a natural leader who will propel your organisation forward with intelligence, collaboration, creativity, and unwavering commitment to success.

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity  Associate for Tailwind Capital  in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an  MBA  in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

What Is A Private Banking Internship?

About private banking.

• What To Expect In Private Banking Internships?
• Why Are Private Banking Internships Valuable?

How To Land A Private Banking Internship?

Private banking internship faqs.

A Private Banking internship offers a unique and highly personalized experience distinct from traditional commercial banking services. Private Banks cater to the individualized financial needs of their clients, providing comprehensive services, including wealth management and investment advice.

They provide comprehensive services, including:

• Legal Guidance
• Estate planning assistance
• Support in resolving financial disputes

The scope of responsibilities within a Private Banking internship can be diverse. The specific tasks assigned to an intern may vary based on their area of interest and expertise.

For instance, an intern keen on wealth management will encounter different responsibilities than someone inclined toward client relationship management.

In Private Banking, a wealth manager may focus solely on overseeing the investment portfolio of a single client, which can differ from the responsibilities of their counterparts in commercial banks managing multiple client portfolios.

The allocation of tasks in a Private Banking internship is carefully tailored to match the intern's background and interests. A finance-savvy intern may find themselves placed within the wealth management division, where they can hone their skills in managing investment portfolios.

Similarly, an intern with a computer science background may be matched with a client seeking to explore investments in cutting-edge assets like cryptocurrencies, such as Bitcoin.

A Private Banking internship is a learning experience that offers exposure to a wide range of financial services.

Key Takeaways

• A Private Banking internship provides a specialized experience, focusing on personalized financial services for high-net-worth individuals (HNWIs), including wealth management and legal guidance.
• Tasks within a Private Banking internship vary based on interns' interests, such as wealth management or client relations.
• Major banks seek motivated, articulate interns with strong communication and quantitative abilities.
• Private Banking internships offer hands-on experience, training, and potential career progression in the finance industry. Interns gain exposure to diverse financial services, from asset management to dispute settlement.
• Private banks offer highly customized solutions, requiring collaboration across teams to meet unique client needs. The internship provides valuable experience in maintaining and enhancing client relationships.

Private banking provides personalized financial services to high-net-worth individuals (HNWIs).

Private banking services encompass a wide array of wealth management options, such as:

• Portfolio management
• Tax services
• Estate planning

As wealth grows, individuals may have different financial needs and preferences. Someone earning $30,000 post-tax may choose from various options, while someone with $10,000,000 can explore diverse investment opportunities, including mutual funds and real estate.

Private banking provides a more personalized experience, where clients communicate directly with their private banker, who is familiar with their financial situation. This allows for more educated recommendations and smoother financial journeys.

Private bankers do more than just make life easier. They also:

• Handle payments
• Provide complete wealth management
• Put together specialized financial packages

What to expect in Private Banking internships?

As a client, the experience varies significantly from commercial to private. In Private Banking, clients are treated with much more importance, and access to services is guaranteed immediately.

Unlike some commercial banking services, private banks often operate on a more personalized level. Interns can expect to assist clients with the following:

• Asset management
• Potential investments
• Financial planning
• Inheritance-related management
• Dispute settlement
• Legal counsel

Therefore, interns in private banks should expect to be assigned various tasks across different clients.

What Tasks Are Given To Interns?

If you participate in a bank Advisor Internship, you gain exposure to advising clients on the following:

• Investments
• Trust and estate planning

Interns can expect to work alongside specialists who will support the interns in researching, analyzing, and developing global investment strategies and investment opportunities for clients.

Some interns may express more interest in wealth management, while others may feel more drawn to client relationship management.

The difference is that a wealth manager might only be responsible for managing one customer's portfolio.

On the other hand, relationship managers are responsible for maintaining good ties with all existing clients and finding new potential clients. Therefore, relationship managers can often expect to communicate more than wealth managers.

Interns with specific skill sets can also choose to apply their skills by assisting specific customers. For instance, computer science students with an affinity for cryptocurrencies can apply their skills to help clients acquire crypto assets.

What Qualities And Skills In Interns Are Valued By Major Banks?

Qualities include:

• Highly Motivated Students
• Exceptionally articulate Students
• Enthusiasm and a strong work ethic
• Willingness to take initiative
• Good judgment
• Discretion when working with confidential information

Skills include:

• Excellent communication and presentation skills
• Strong quantitative skills
• Passionate about investing
• Excellent organization
• Exceptional ability at multitasking
• Diverse backgrounds that enable interns to connect with clients genuinely

Why are Private Banking internships valuable?

The opportunity to dive into an experience you choose for yourself is a unique plus in this internship. It benefits students by gaining valuable experience tailored to their finance or client relations interests.

A student with strong communication skills who wants to specialize in the customer relations aspect of the firm may need to also focus on wealth management to fulfill both roles.

The work set out is much more specific than internships in Investment Banking or Private Equity, as this work narrows its focus to keeping clients happy and assisting them in utilizing or investing their funds. 

Therefore, this internship presents itself as an opportunity to work closely with HNWIs, helping them acquire assets they are interested in and, in turn, improving their relationship with the bank. 

This is a valuable experience for interns because opportunities to speak and work directly with clients are rare for interns in other areas of banking, providing a chance to build valuable future networks and practice building professional relationships.

Smaller middle-market banks operate on a smaller scale and may have more limited flexibility in job role choices. This experience improves an intern's financial and people skills, as maintaining and enhancing client relationships determine a Private Bank's success.

On-The-Job Experience

As mentioned previously, private banks offer highly customized and comprehensive solutions to help protect, manage, and grow clients' wealth. 

Since no client is the same, understanding their unique needs requires work across teams and the firm to meet the client's specific needs to offer the highest level of client service.

Most internships range from 5-13 weeks. 

Throughout this time, the first week is usually spent on introducing interns to the firm. For interns at top banks, the remainder of the summer internship is allocated to attending senior speaker events, networking opportunities, and unique skill-building workshops.

Career Progression

A summer analyst program can give job applicants in the finance industry a considerable leg up in their careers. Interns who successfully complete the entire program and demonstrate professionalism may be offered the opportunity to return upon graduation for a full-time role.

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Now, let's understand how we can land a private banking internship below:

Some resume tips include:

• Ensure your resume stands out; it is the first opportunity for big banks to learn about you.
• Tailor your resume to the specific role, emphasizing relevant experiences and amplifying achievements.
• Share completed projects and success metrics clearly and concisely for recruiters.
• Provide simple and concise explanations rather than lengthy, impressive-sounding sentences.
• Define how your leadership impacts others, supporting your qualities with examples from internships or coursework projects.
• Be purposeful in mentioning experiences, focusing on what they highlight about you.
• When discussing strengths and weaknesses, use relevant examples and maintain professionalism.
• Keep your resume brief, as there will be opportunities to share more details later.
• Maintain conciseness for effective communication during interviews.
• Ensure the information in your resume and interview is relevant to the role, highlighting strong points.

Let's take a look at some of the interview preparation tips:

• Prepare thoroughly for interviews to showcase genuine interest and readiness for the role.
• Answer questions confidently to demonstrate memorized skills, knowledge, and interest in the position.
• Highlight transferable skills from past experiences, and be honest if you don't know the answer to a question.
• Imagine and research potential questions about the firm in advance, memorizing your responses.
• Be open about yourself in a humble manner, emphasizing professional behavior with a touch of casual respect.
• Project a personality that aligns with the working culture, showing recruiters you will integrate well.
• Consider the type of coworker you'd like to work alongside and aim to be relaxed, honest, and respectful.
• Dress professionally for digital interviews, adhering to the industry's standard attire.
• Prioritize comfort and choose attire that makes you feel ready and prepared for the role.
• Dress professionally for digital interviews, ensuring a polished appearance that aligns with the virtual professional environment.
• Demonstrate understanding of the role's scope, necessary skills, and curiosity about the firm.
• Emphasize honesty and authenticity, portraying yourself as someone who can effectively apply your skills during the internship.

Networking  

Networking is a valuable tool when striving to secure a private banking internship. It's not just about who you know but how well you connect with those individuals and the impression you leave.

Here, we'll understand the intricacies of effective networking to maximize your chances of landing that coveted internship in the table below:

Cover Letter  

Your cover letter is your personal narrative, a powerful tool to set you apart from the competition and secure that coveted private banking internship. It's a formality and a crucial opportunity to convey your passion, skills, and unique story.

Here's how you can craft an exceptional cover letter, all while keeping each paragraph concise:

Financial Knowledge

Private banking interns must possess a strong grasp of financial and investment principles, as it is the cornerstone of their role. Their ability to understand the financial domain, make informed decisions, and provide valuable insights to clients is crucial.

The table below shows the required financial knowledge the aspirant should possess:

Behavioral Interview Questions

In addition to technical inquiries, behavioral interview questions play a pivotal role in the evaluation process during a private banking internship interview.

These questions assess your interpersonal skills and personal qualities, offering insights into how you approach challenges, collaborate with others, and manage interpersonal dynamics.

To excel in these areas, it's crucial to have a well-prepared strategy for responding to behavioral questions, such as:

It is crucial to know that Investment Banking and Private Banking are different financial services.   Private Banking refers to services offered by banks, distinguishing itself from some aspects of commercial banking. 

As you know by now, Private Banking financial services focus on client relationships and wealth management. Private Banking includes services such as helping clients through securities trading, brokerage, and seeking safe investments.

In contrast, Investment Banks offer services such as assisting in financial transactions, helping to structure deals, and underwriting equity and new debt securities. They may also help private companies go public by offering securities. 

A private banking intern assists with client relationship management and financial analysis, gaining exposure to wealth management and investment strategies . They support senior bankers in portfolio management and client servicing tasks.

Private banking is a financial service provided by banks to high-net-worth individuals(HNWIs) and wealthy clients, offering personalized financial advice, investment management, and tailored banking services.

An example of a private bank is J.P. Morgan Private Bank, which offers wealth management and financial services to high-net-worth individuals and families.

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5+ Personal Banker Cover Letter Examples & Templates

Home » Cover Letter Examples » 5+ Personal Banker Cover Letter Examples & Templates

Write a compelling cover letter for a Personal Banker position with our free examples and writing tips. Stand out from other applicants and showcase your skills and qualifications effectively.

Are you interested in pursuing a career as a Personal Banker? A well-crafted cover letter plays a crucial role in showcasing your skills, experience, and enthusiasm for the role. By effectively highlighting your qualifications and aligning them with the needs of the hiring manager, you can increase your chances of securing an interview and ultimately landing the job.

In this comprehensive guide, we will provide you with examples and templates for writing an outstanding cover letter specifically tailored to a Personal Banker position. Whether you are an experienced professional or a recent graduate, our tips and writing techniques will help you create a persuasive cover letter that sets you apart from other applicants.

Personal Banker Cover Letter Examples and Templates

1. Personal Banker Cover Letter Example

Dear Hiring Manager,

I am writing to express my interest in the Personal Banker position at [Bank Name]. With a strong background in finance and a proven track record of providing exceptional customer service, I believe I am the ideal candidate for this role.

In my previous role as a Personal Banker at [Previous Bank], I had the opportunity to work with a diverse range of clients, assisting them with their financial needs, offering tailored solutions, and providing personalized customer service. I am highly skilled in building and maintaining strong relationships with clients, identifying their financial goals, and recommending appropriate financial products and services.

I am highly knowledgeable in banking regulations, policies, and procedures, and have experience in opening and closing accounts, processing loan applications, and conducting financial transactions. Additionally, my strong communication and problem-solving skills enable me to effectively address customer inquiries, resolve issues, and provide accurate and timely information.

I am confident in my ability to provide excellent customer service and contribute to the success of [Bank Name]. Attached is my resume for your review. I would welcome the opportunity to discuss how my skills and qualifications align with your needs in more detail.

Thank you for considering my application. I look forward to the opportunity to interview with you.

Sincerely, [Your Name]

2. Short Personal Banker Cover Letter Sample

I am excited to apply for the Personal Banker position. With a passion for providing exceptional customer service and a strong background in finance, I am confident in my ability to contribute to the success of [Bank Name].

In my previous role as a Personal Banker, I had the opportunity to build lasting relationships with clients and assist them with their financial needs. I have experience in opening and closing accounts, conducting financial transactions, and offering personalized financial solutions. I am highly knowledgeable in banking regulations and policies, ensuring compliance and delivering accurate information to customers.

I am confident in my ability to provide excellent customer service, offer tailored financial solutions, and support the growth of [Bank Name]. Attached is my resume for your review. I look forward to the opportunity to discuss how my skills and qualifications align with your needs in more detail.

Thank you for considering my application.

3. Personal Banker Cover Letter for Job Application

Dear [Recipient’s Name],

I am writing to apply for the Personal Banker position at [Bank Name] as advertised on [Job Board/Company Website]. With a strong background in finance and a demonstrated passion for providing exceptional customer service, I am confident in my ability to contribute to [Bank Name]’s success.

In my previous role as a Personal Banker at [Previous Bank], I had the opportunity to assist a diverse range of clients with their financial needs. I have experience in opening and closing accounts, processing loans, and conducting financial transactions. I am skilled in identifying customer financial goals and recommending appropriate products and services to meet their needs.

I am highly knowledgeable in banking regulations and policies, ensuring compliance and delivering accurate information to customers. Additionally, my strong communication and problem-solving skills enable me to effectively address customer inquiries, resolve issues, and provide personalized service.

I am excited about the opportunity to contribute to [Bank Name]’s success as a Personal Banker. Attached is my resume for your consideration. I would welcome the opportunity to discuss how my skills and qualifications align with your needs in more detail.

4. Personal Banker Cover Letter for a Candidate with no Experience

I am writing to express my interest in the Personal Banker position at [Bank Name]. Although I have recently graduated with a degree in Finance, I am eager to apply my knowledge and skills to contribute to [Bank Name]’s success.

During my academic studies, I developed a strong foundation in finance, banking regulations, and customer service. My coursework and projects provided me with a solid understanding of banking operations, financial transactions, and customer relationship management. Additionally, I have excellent interpersonal and communication skills, as well as the ability to work well in a team.

I am a quick learner with a strong attention to detail and a passion for providing exceptional customer service. I am confident that my ability to build and maintain relationships, along with my strong problem-solving skills, make me a strong candidate for the Personal Banker role. I am excited for the opportunity to contribute to [Bank Name]’s success.

Attached is my resume for your consideration. I would welcome the opportunity to discuss how my skills and qualifications align with your needs in more detail.

5. Sample Application Letter for Personal Banker with Experience

I am excited to apply for the Personal Banker position at [Bank Name]. With over [Number of Years] years of experience in the banking industry, I bring a wealth of knowledge and expertise to support [Bank Name]’s growth.

In my current role as a Personal Banker at [Current Bank], I have successfully built and maintained strong relationships with clients, provided personalized financial advice, and offered tailored solutions to meet their needs. I have experience in various banking operations, including opening and closing accounts, processing loans, and conducting financial transactions.

I am highly knowledgeable in banking regulations, policies, and procedures, ensuring compliance and delivering accurate information to customers. Furthermore, my strong communication and problem-solving skills enable me to effectively address customer inquiries, resolve issues, and provide exceptional service.

I am confident that my extensive experience, customer-centric mindset, and strong banking acumen make me an ideal candidate for the Personal Banker role. Attached is my resume for your review. I would welcome the opportunity to discuss how my skills and qualifications align with your needs in more detail.

How to Write a Personal Banker Cover Letter

Writing an effective cover letter for a Personal Banker requires following a clear structure and including relevant information that highlights your qualifications and demonstrates your passion for the banking industry. Let’s explore the step-by-step guide to help you craft a compelling cover letter that captures the attention of potential employers.

Objective of a Personal Banker Cover Letter:

• Introduce yourself and express your interest in the Personal Banker position.
• Highlight your relevant skills, experiences, and accomplishments.
• Emphasize your knowledge of banking products, financial regulations, and customer service.
• Demonstrate your ability to assess clients’ financial needs and provide appropriate solutions.
• Thank the employer for considering your application.

Key Components for Personal Banker Cover Letters:

• Contact Information: Include your name, address, phone number, and email address at the top of the cover letter.
• Salutation: Begin the cover letter with a professional greeting such as “Dear Hiring Manager” or “Dear [Company Name] Recruiting Team.”
• Introduction Paragraph: Introduce yourself, mention the Personal Banker position you are applying for, and explain why you are interested in the role.
• Body Paragraphs:
• Skills and Qualifications: Highlight skills that are directly relevant to the role of a Personal Banker, such as financial analysis, relationship management, sales skills, knowledge of banking products and services, and strong customer service abilities.
• Experience and Accomplishments: Discuss your professional experience in the banking industry, focusing on achievements that demonstrate your ability to meet targets, increase customer satisfaction, or solve complex financial problems.
• Understanding of Banking Regulations: Show your knowledge of financial regulations and your ability to ensure compliance with relevant laws and policies, including Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures.
• Customer Service Focus: Emphasize your commitment to providing exceptional customer service, ensuring client satisfaction, and building long-term relationships.
• Closing Paragraph: Summarize your qualifications and express your enthusiasm for the Personal Banker position. State your availability for an interview or additional discussion and mention any additional documents you have enclosed, such as your resume or references.
• Formal Closing: End your cover letter with a professional closing, such as “Sincerely” or “Best Regards,” followed by your full name.
• Signature: If sending the cover letter electronically, type your name above the formal closing. If printed, sign your name between the closing and your typed name.

Formatting Tips for a Personal Banker Cover Letter:

• Keep the cover letter length to one page.
• Use a professional and well-organized format, using headings or bullet points to highlight key information.
• Use a consistent font and font size throughout the cover letter.
• Carefully proofread your letter for spelling, grammar, and formatting mistakes.

Tips for Writing Your Personal Banker Cover Letter:

• Tailor your cover letter to match the specific job requirements and the needs of the hiring bank.
• Highlight your relevant banking experience and results-driven approach in meeting targets or improving efficiency.
• Provide examples of your ability to assess clients’ financial needs and offer appropriate banking solutions.
• Showcase your solid understanding of banking products and services, including loans, investments, and financial planning.
• Emphasize your strong interpersonal and communication skills, as well as your ability to build trust and rapport with clients.
• Demonstrate your knowledge of current industry trends and innovations, such as digital banking solutions.
• Show your commitment to maintaining confidentiality, professionalism, and dealing with sensitive financial information.
• Use industry-related keywords throughout the cover letter to demonstrate your familiarity with key concepts.
• Use a confident and persuasive language, showcasing your passion for the banking industry.
• Ask a trusted friend or mentor to review your cover letter for feedback and to catch any errors or inconsistencies before submitting it.

How Long Should a Cover Letter Be for a Personal Banker?

Ideally, a Personal Banker cover letter should be concise and to the point, typically not exceeding one page. Aim to cover in three to four paragraphs the key qualifications and experiences that are most relevant to the role you are applying for. Be specific, focused, and highlight your most significant accomplishments.

How Do I Write a Cover Letter for a Personal Banker with No Experience?

If you have little to no experience as a Personal Banker, focus on transferable skills and highlight your passion for the industry. Here are some tips to write a cover letter without direct banking experience:

• Highlight transferable skills, such as customer service, communication, analytical abilities, and attention to detail.
• Emphasize any relevant coursework or certifications you have completed, showcasing your knowledge of banking fundamentals.
• Discuss any internship experiences or volunteer work where you were exposed to financial services or had the opportunity to assist clients.
• Showcase your ability to learn quickly and adapt to new tasks and challenges.
• Include examples that demonstrate your passion for helping clients achieve their financial goals and objectives.
• Consider networking or reaching out to professionals in the industry for guidance or mentorship opportunities.

While experience is valuable, exhibiting skills, dedication, and genuine interest in the banking industry can make a positive impression for personal banker positions.

Key Takeaways

A well-written and tailored cover letter is your opportunity to stand out as a Personal Banker candidate. Remember the following strategies and takeaways:

• Customize your cover letter for each job application to address specific banking requirements.
• Showcase your relevant skills and accomplishments.
• Highlight your customer service excellence and interpersonal communication abilities.
• Showcase your knowledge of banking products, financial regulations, and current industry trends.
• Express your passion for helping clients with their financial goals.

In Conclusion

Crafting an effective cover letter for a Personal Banker position can greatly improve your chances of advancing to the interview stage of the hiring process. Tailor your letter to demonstrate how your qualifications align with the specific needs of the position and showcase your passion for the banking industry. By applying the guidelines outlined in this article, you will be well-equipped to create a standout cover letter that puts you ahead of other applicants.

Now it’s time to put your new knowledge into practice and begin drafting your personalized Personal Banker cover letter. Good luck with your job search!

Career Expert Tips:

• If you're stepping into the professional world, understanding the basics is crucial. Learn What is a cover letter and its role in the job application process.
• How to start a cover letter can be a challenging task. Get a comprehensive guide on how to kickstart your cover letter and make a strong first impression.
• Looking for inspiration to draft your own cover letter? Browse through these Cover letter examples to find a style that fits your profession.
• Why start from scratch? Use these Cover Letter Templates tailored for various professions to simplify your job application process.
• How long should a cover letter be : The length of a cover letter is vital in conveying your message concisely. Discover the optimal length to make sure your cover letter is not too short nor too long.
• Ensure that you know how to write a resume in a way that highlights your competencies.
• Check the expert curated popular good CV and resume examples

Privacy Overview

Professional Personal Banker Cover Letter Examples for 2024

Your personal banker cover letter must demonstrate a strong understanding of financial products and services. It should reflect your ability to build and maintain customer relationships effectively. Showcase your attention to detail and your commitment to assisting clients in achieving their financial goals. Let your passion for personalized service shine through every line.

Cover Letter Guide

Personal Banker Cover Letter Sample

Cover Letter Format

Cover Letter Salutation

Cover Letter Introduction

Cover Letter Body

Cover Letter Closing

No Experience Personal Banker Cover Letter

Key Takeaways

As you dive into the job market, crafting a standout personal banker cover letter may seem daunting. Often, applicants repeat their resume details, missing the chance to spotlight a defining professional triumph. The key is to weave your proudest moment into a narrative that's both formal and refreshingly original. Remember, brevity is your ally; your compelling story should unfold within a single page, ensuring every word adds value to your pitch.

• Personalize your personal banker cover letter and get inspired by other professionals to tell a compelling story;
• Format and design your personal banker cover letter to make an excellent first impression;
• Introduce your best achievement in your personal banker cover letter to recruiters;
• How to make sure recruiters get in touch with you, using your personal banker cover letter greeting and closing paragraphs.

What is more, did you know that Enhancv's AI can write your cover letter for you? Just upload your personal banker resume and get ready to forward your job application in a flash.

If the personal banker isn't exactly the one you're looking for we have a plethora of cover letter examples for jobs like this one:

• Personal Banker resume guide and example
• Bank Branch Manager cover letter example
• Payroll Director cover letter example
• Public Accounting cover letter example
• Chief Financial Officer cover letter example
• IT Auditor cover letter example
• Fund Accountant cover letter example
• Big 4 Auditor cover letter example
• Auditor cover letter example
• Corporate Accounting cover letter example
• Tax Director cover letter example

Personal Banker cover letter example

Sebastian Martin

Seattle, Washington

+1-(234)-555-1234

[email protected]

• Highlighting quantifiable achievements – The cover letter showcases a 40% increase in digital banking adoption and exceeding sales targets by 25%, demonstrating the candidate's ability to deliver measurable results which is valuable in a finance role.
• Relevance to the role – The cover letter aligns the candidate's experience with the job requirements by emphasizing expertise in customer relations and adoption of digital banking tools, both essential for a Personal Banker role focused on client service and technological proficiency.
• Demonstrating initiative – The cover letter speaks to the candidate's proactive approach, such as leading a successful campaign, which is important in a sales and client-driven industry where initiative can directly impact success.

Five tips on formatting your personal banker cover letter

Do you want to make a good impression on recruiters and, at the same time, follow the best industry advice on writing your personal banker cover letter?

Make sure to include the following:

• Header and Salutation;
• Introductory paragraph;
• Body paragraph;
• Closing paragraph;
• Signature (this one is up to you).

Remember to use the same modern, simple font for your personal banker cover letter as you did for your resume (e.g. Lato, Rubik, etc.)

Ensure your personal banker cover letter is single-spaced and is wrapped around a one-inch margin, like in our cover letter templates .

Once completed, use our cover letter builder to export your personal banker cover letter in the best format to keep your information intact - PDF.

At the end of the day, your personal banker cover letter won't be assessed by the Applicant Tracker System (ATS) software, but by the recruiters. Your information should thus be legible, organized, and follow a structured logic.

The top sections on a personal banker cover letter

Header: This section includes the candidate's contact information, the date, and the employer's contact details, which is essential for proper identification and professional presentation specific to any job application, including a personal banker.

Greeting: It's important to address the hiring manager or recruitment team personally, if possible, showing respect and a personalized approach that indicates the candidate's interpersonal skills, crucial for a personal banker's role.

Introduction: Here, the candidate should briefly introduce themselves, express their interest in the personal banker position, and mention where they found the job listing, which helps in establishing a connection and showing proactive interest in the role.

Professional Experience and Skills: A section dedicated to showcasing the candidate's banking experience, customer service skills, and financial product knowledge demonstrates their ability to handle responsibilities unique to a personal banker's job.

Closing: This part should include a strong concluding statement that reiterates the candidate's enthusiasm for the position, a call-to-action encouraging the hiring manager to proceed with an interview, and a polite sign-off, all indicating the candidate’s professional etiquette and eagerness, which are important in client-facing banking roles.

Key qualities recruiters search for in a candidate’s cover letter

• In-depth knowledge of banking products and services: Recruiters look for candidates who can proficiently explain and sell various banking offerings to clients, such as savings accounts, loans, credit cards, and investments.
• Strong sales and negotiation skills: Personal bankers must meet sales targets by promoting financial products that fit the customers’ needs, making the ability to persuade and negotiate paramount.
• Excellent interpersonal and communication skills: These professionals frequently deal with a range of customers, so the ability to interact positively and articulate information clearly is crucial.
• Experience in customer service: A background in customer service is essential, as personal bankers must ensure client satisfaction and handle complaints or concerns effectively.
• Numeracy and analytical ability: Recruiters value candidates who can analyze financial information, manage budgets, and understand financial markets and economic conditions.
• Attention to detail and compliance awareness: Personal bankers must adhere to regulatory standards and handle sensitive financial information, making attention to detail and a strong understanding of compliance procedures highly sought after.

How to start your personal banker cover letter: with a greeting, of course

Have you ever considered just how powerful a personalized salutation can be?

We sure have news for you! Your personal banker cover letter should start with the right salutation to recruiters, nurturing a sense of respect and individuality.

Greet recruiters by using their first name (e.g. "Dear Tom" or "Dear Patricia") if you've previously established contact with them.

Otherwise, opt out for the less familiar, "Dear Ms. Peaches" or "Dear Ms Kelsey", if you've found the recruiter's name on LinkedIn or a corporate website.

"To whom it may concern" is never a good option, as it creates a sense that you've been sending out your personal banker cover letter to anyone. Instead, use "Dear HR team" or "Dear (company name) recruiter" for a feeling of exclusivity.

List of salutations you can use

• Dear Hiring Manager,
• Dear [Company Name] Team,
• Dear [Recipient's Name],
• Dear Mr./Ms. [Last Name],
• Dear [Department] Department,
• Dear [Job Title] Search Committee,

The personal banker cover letter intro: aligning your interest with the company culture

You only have one chance at making a memorable first impression on recruiters with your personal banker cover letter.

Structure your introduction to be precise and to include no more than two sentences.

Here are some ideas on how to write a job-winning personal banker cover letter introduction:

• get creative - show off your personality from the get-go (if this aligns with the company culture);
• focus on your motivation - be specific when you say what gets you excited about this opportunity.

How to write an achievement-focused personal banker cover letter body

We've got the intro and greeting covered. Now, comes the most definitive part of your personal banker cover letter - the body .

In the next three to six paragraphs, you'd have to answer why should recruiters hire you.

What better way to do this than by storytelling?

And, no, you don't need a "Once upon a time" or "I started from the bottom and made it to the top" career-climbing format to tell a compelling narrative.

Instead, select up to three most relevant skills for the job and look back on your resume.

Find an achievement, that you're proud of, which has taught you these three job-crucial skills.

Quantify your accomplishment, using metrics, and be succinct in the way you describe it.

The ultimate aim would be to show recruiters how this particular success has built up your experience to become an invaluable candidate.

Ending your personal banker cover letter: a closing paragraph with a promise

If you're thinking of finishing your personal banker cover letter with a "Sincerely yours" or "Thanks for the consideration," you need to read on.

End the final paragraph of your personal banker cover letter with a twist:

• a promise - of how you'd grow as a professional, part of the company, or improve organizational metrics;
• a call to action - prompt interviewers with some follow-up actions if they are interested in your profile.

A personalized ending would surely help you to stand out by being a memorable candidate.

Personal Banker cover letter advice for candidates with no experience

If you're worried about writing your Personal Banker cover letter and have no professional experience , we sure have some advice for you.

Turn recruiters' attention to your transferable or relevant skills gained thanks to your life and work experience.

Instead of writing about past jobs, focus on one achievement (whether from your volunteering experience, education, etc.) and the skills it has helped you build.

Alternatively, you could focus your Personal Banker cover letter on your career objectives and goals. Always remember to make those relevant to the job you're applying for by detailing how you see yourself growing as part of the company.

Recruiters would be way more impressed with candidates who fit the job profile and can bring about plenty of skills and vision to the table.

Key takeaways

Winning recruiters over shouldn't be difficult if you use your personal banker cover letter to tell a story that:

• Is personalized by greeting your readers and focusing on key job skills greets;
• Isn't spread all over the place, but instead focuses on one key achievement and selling your value as a professional;
• Introduces your enthusiasm for the role, passion for the job, or creativity in communication;
• Is also visually appealing - meeting the best HR practices;
• Ends with a nod to the future and how you envision your growth, as part of the company.

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Personal Banking Officer Cover Letter Example

Are you looking for a guide to help you write a compelling cover letter for a Personal Banking Officer position? A well-written cover letter is a great way to stand out from the competition and show potential employers your enthusiasm and qualifications. Writing a strong cover letter doesn’t have to be a difficult task. With the right tips and advice, you can quickly and easily create a cover letter that will get you noticed. This guide will provide you with an example cover letter for a Personal Banking Officer position, as well as advice and tips for how to optimize your letter for success.

If you didn’t find what you were looking for, be sure to check out our complete library of cover letter examples .

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Personal Banking Officer Cover Letter Sample

Dear [Hiring Manager],

I am writing to express my interest in the Personal Banking Officer position currently available at [Company Name]. With my experience in the banking field and dedication to customer service, I am confident that I would be a great asset to your team.

I have been working in the banking sector for the past 5 years, both in customer service and banking operations roles. During that time, I have developed an eye for detail and a strong knowledge of banking regulations. I am also well- versed in customer service and committed to providing a superior level of service that contributes to customer satisfaction and retention.

I am an organized and self- motivated team player who is always looking for ways to help improve processes. I also have excellent problem solving and communication skills, which have helped me to foster successful relationships with customers and colleagues.

I am confident that I can offer my exceptional customer service and financial expertise to [Company Name]’s Personal Banking department. I am excited by the prospect of joining a committed team of industry professionals and I believe I can make an immediate and positive impact.

I am attaching my resume to this letter and I would welcome the opportunity to discuss the position and my qualifications in further detail.

Thank you for your time and consideration.

[Your Name]

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What should a Personal Banking Officer cover letter include?

A personal banking officer cover letter should include an introduction that clearly states who you are and why you are writing. This introduction should also highlight your strengths and relevant qualifications that make you a great fit for the job.

The body of your cover letter should cover your qualifications, experience, and skills that are relevant to the position. Be sure to include specific examples that demonstrate how you have applied your skills to the banking industry. Additionally, draw attention to the knowledge and expertise you bring to the role, such as knowledge of banking regulations and financial products.

Finally, your cover letter should include a conclusion that restates why you are the ideal candidate for the role. Summarize the qualifications and experiences that make you stand out from other applicants and thank them for their time and consideration.

Personal Banking Officer Cover Letter Writing Tips

Writing a cover letter for a personal banking officer position can be intimidating. After all, you’re applying for a job that requires you to be responsible for a large portion of someone else’s financial wellbeing. In order to make sure your cover letter stands out, here are some tips to consider when writing your letter:

• Keep the tone professional and friendly. The employer will be looking for someone who can maintain a professional atmosphere, but at the same time demonstrate friendliness and warmth.
• Highlight your experience in the banking industry. This is the most important aspect of your cover letter and should be given the most attention. Elaborate on the relevant experience you have in the banking industry, such as any customer service roles or knowledge of banking regulations and compliance.
• Showcase your skill in communication. Personal banking officers need to be adept at communicating with clients and other financial professionals. Make sure to emphasize any skills you have in this area.
• Demonstrate your ability to be organized. As a personal banking officer, you will need to be extremely organized and detail- oriented. Showcase examples of how you have been able to prioritize tasks in the past and keep track of important documents.
• Discuss your knowledge of banking products. Employers will want to know that you understand banking products and services. Talk about any experience you have in this area and any additional knowledge or certifications you may have.

By following these tips, your cover letter should be well- written and tailored to the personal banking officer position you’re applying for. Best of luck in your job search!

Common mistakes to avoid when writing Personal Banking Officer Cover letter

Writing an effective cover letter for a position as a personal banking officer is an important step in your job search. A cover letter should provide a potential employer with insight into who you are and why you would be an excellent fit for the job. By avoiding common mistakes, you can ensure that your cover letter will be effective and make a positive impression.

Here are some common mistakes to avoid when writing a personal banking officer cover letter:

• Not Tailoring the Content to the Company: It is essential to customize your cover letter for each application. Generic cover letters will make a poor impression and are unlikely to be successful. Make sure that you carefully read the job listing and include specific details about how you meet the qualifications and what you can bring to the role.
• Using a Generic Greeting: It is important to address your cover letter to a specific person. Look for the name of the hiring manager or department head in the job listing, and use it to address the cover letter. If a name is not available, use a formal greeting such as “Dear Hiring Manager.”
• Writing Too Much: Keep your cover letter concise and to the point. Aim to keep it to one page, with three to four paragraphs. This will make it easier to read, and will ensure that the reader will appreciate your attention to detail.
• Neglecting to Proofread: It is essential to proofread your cover letter before you submit it. Read it several times, and ask a friend or colleague to review it as well. Even the smallest error or typo can detract from the impression you make, so make sure it is error- free.

By avoiding these common mistakes, you can ensure that your personal banking officer cover letter will make a positive impression and help you stand out from the competition.

Key takeaways

Writing an impressive cover letter is an important part of sealing the deal on your dream job as a Personal Banking Officer. A well- crafted cover letter can demonstrate to potential employers that you are the right person for the job. Here are some key takeaways for writing an impressive cover letter:

• Personalize your cover letter: Employers want to see that you have taken the time to craft a unique letter specifically for them. Mention the company name and/or the hiring manager’s name to show that you’ve done your research.
• Highlight your relevant qualifications: Personal Banking Officers require a range of skills. Make sure to include any relevant experience, qualifications, or credentials that demonstrate you have what it takes to excel in the role.
• Show your enthusiasm: While your cover letter should be professional, you should also show that you are excited about the role and the potential opportunity. Be sure to show that you are passionate about the job and motivated to succeed.
• Demonstrate your knowledge of the industry: Highlight any experience in the financial sector that you have, particularly if it relates to the personal banking field. Showing that you understand the job and its requirements can impress potential employers.
• Keep it concise: Keep your cover letter to one page or less. Make sure you only include the most relevant information and that you get to the point.

Following these pieces of advice can help you write an impressive cover letter that will grab the attention of potential employers. By doing your research, highlighting your qualifications, and expressing your enthusiasm, you can make sure your cover letter stands out from the crowd.

Frequently Asked Questions

1. how do i write a cover letter for an personal banking officer job with no experience.

Writing a cover letter for a Personal Banking Officer role without experience can seem daunting. However, with the right approach, you can write a compelling and persuasive letter that will help you stand out from other applicants and improve your chances of getting the job. Start off by introducing yourself, mentioning why you’re applying, and specifying your interest in the role. Next, discuss any qualifications, skills and strengths you have that are relevant to the role. Finally, outline why you’re the best candidate and how you can be an asset to the company. Be sure to include any relevant coursework, professional training, or volunteer experience that can demonstrate your transferable skills.

2. How do I write a cover letter for an Personal Banking Officer job experience?

When writing a cover letter for a Personal Banking Officer job with experience, be sure to demonstrate your understanding of the role and what you can bring to the position. Start off by introducing yourself, mentioning any relevant experience, and explaining why you’re applying. Highlight the skills and qualifications that make you a great candidate, and discuss how you can use your existing experience to excel in the role. Finally, close your letter by expressing your enthusiasm and thanking the hiring manager for their consideration.

3. How can I highlight my accomplishments in Personal Banking Officer cover letter?

When writing a cover letter for a Personal Banking Officer role, it’s important to highlight your accomplishments that are relevant to the position. Focus on the specific successes you’ve had in past banking roles, such as developing customer relationships, implementing successful marketing strategies, and leading successful product launches. Discussing your accomplishments in the cover letter can help demonstrate to the hiring manager that you have the skills, knowledge and expertise necessary to excel in the role.

In addition to this, be sure to check out our cover letter templates , cover letter formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

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Personal Banking Cover Letter

15 personal banking cover letter templates.

How to Write the Personal Banking Cover Letter

I am excited to be applying for the position of personal banking. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for high-level technical and network customer service and support for all channels of electronic banking including online banking, mobile banking, web bill pay, voice banking, eStatements and notices, and debit/ATM cards.

My experience is an excellent fit for the list of requirements in this job:

• Be inquisitive, outgoing and empathetic
• Handles incoming calls in an informed, professional, and efficient manner
• Integrates marketing promotions and programs into customer conversations when appropriate
• Maintains the confidentiality of customer and Bank information
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions
• Analyzes issues and determines next steps
• Knowledge of personal banking products

Thank you in advance for taking the time to read my cover letter and to review my resume.

Robin Christiansen

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Responsibilities for Personal Banking Cover Letter

Personal banking responsible for prospective commercial customers holistic banking solutions to meet their banking needs across the customers’ entire Operational Business Management Cycle: Make Payments, Collect Funds, Manage Deposits and.

Personal Banking Examples

Example of personal banking cover letter.

Please consider me for the personal banking opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for coaching and technical support to Business Banking colleagues to ensure adherence to operational processes and guidelines related to the business risk programs.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Knowledge of contact centre operational processes and policies
• Knowledge of call centre technology, processes and metrics
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs
• Basic knowledge learned on the job
• Verbal & written communication skills - Basic (in business environment)
• Organization skills - Basic (in business environment)
• Collaboration & team skills - Basic (in business environment)
• Organizes work information to ensure accuracy and completeness

Thank you for taking your time to review my application.

Royal Lebsack

I submit this application to express my sincere interest in the personal banking position.

In the previous role, I was responsible for advice based on an understand of their financial needs, focused on everyday banking, digital solutions and investment needs.

Please consider my experience and qualifications for this position:

• Knowledge of call centre technology, processes and metrics - In-depth
• Assist customers with a wide range of inquiries and requests
• Perform other duties and projects as assigned by the market of region

Thank you in advance for reviewing my candidacy for this position.

Justice Bashirian

In response to your job posting for personal banking, I am including this letter and my resume for your review.

Previously, I was responsible for quality and tailored banking solutions to CB clients through the partnership with various Product teams -- Treasury Services, Trade, Investment Banking and Foreign Exchange to deliver a comprehensive suite of solutions to clients.

• Completes complex & diverse tasks within given rules/limits
• Cash handling and customer-service experience
• Basic mathematic and problem-solving skills
• Entry-level job with little to no prior relevant work experience in the function
• Work is performed in an office environment with moderate noise levels and light to heavy traffic
• Registration to sell investment products completed - as appropriate for the jurisdiction
• Entry-level job with little or no relevant work experience in the function
• Passion for serving the military

Phoenix Ebert

Previously, I was responsible for aML SME guidance and credible challenge to the business units in retail and commercial banking units along with oversight of their AML processes;.

Please consider my qualifications and experience:

• Experience in Insurance Sales & Mortgage Sales would be preferred
• Prior certification of IRDA & AMFI would be helpful
• Deep Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market
• Knowledge of personal banking products - In-depth
• Knowledge of competitive marketplace and trends in product offerings - In-depth
• Knowledge of contact centre operational processes and policies - In-depth

Armani Boyle

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