- Investment research
- Global Macro Trends
- Investor Psychology
- Travel and Cultural Exposure
- Fitness Endurance Training
- Financial Planning Strategies
- History of global markets and institutions
Dmitriy Ginosyan
SENIOR LICENSED PREMIER BANKER, VP.
Studio City
Summary
Experienced financial professional with over half a decade in the banking industry, specializing in relationship management and advisory support for Ultra High Net Worth (UHNW) clients. Currently pursuing a Bachelor's degree in Finance and Technology while studying for the CFA Level I exam to advance my career in wealth management. Proven ability to exceed sales and referral targets while delivering personalized financial solutions in collaboration with business relationship managers, estate planners, and investment advisors. Recognized for a consultative, client-first approach, strong product knowledge, and the ability to build and retain high-value client relationships through trust and tailored strategy.
Overview
4
4
years of professional experience
6
6
Certifications
3
3
Languages
Work History
SENIOR LICENSED PREMIER BANKER, VP
Wells Fargo
05.2024 - Current
- Managed a book of 400 client households, leading financial reviews and coordinating investment, retirement, trust, and estate solutions with advisors and specialists.
- Developed tailored financial strategies to help clients achieve their long and short term objectives, driving $40M+ in new AUM YTD ,in managed-account assets by uncovering outside funds, strengthening client engagement, and executing targeted cross-selling strategies.
- Partnered with mortgage, private bank, and commercial banking teams to identify lending and cash-management opportunities that expanded overall wallet share.
- Boosted branch growth through strong deposit and investment production, contributing to Promoters Club every quarter for 2025; recognized as an MVP and Top 75 national producer in 2025.
PRIVATE CLIENT BANKER/Small Business Specialist
JPMorgan Chase
06.2023 - 05.2024
- Acted as the primary relationship liaison for ultra- high-net-worth clients, coordinating with financial advisors, estate specialists, and private bankers to deliver holistic wealth solutions. Cross-collaborated with investment and lending teams to identify client opportunities for portfolio diversification, securities-based lending, and credit facilities.
- Supported private client advisors in client meetings by preparing financial review packets, service proposals, and follow-up action plans. Leveraged CRM tools and internal platforms to track relationship activities, referrals, and product pipeline across business units.
- Ensured UHNW client retention through proactive communication, white-glove service, and coordination of exclusive Private Bank offerings. Identified and outsourced new client opportunities by leveraging market research, networking events, and high-value referral partnerships across the wealth, legal, and real estate sectors.
LICENSED RELATIONSHIP BANKER/Small Business Specialist
JPMorgan Chase
03.2022 - 06.2023
- Fostered strong relationships and provided personalized banking services to high-net-worth individuals and families, including private client banking, business banking, investments, and lending.
- Collaborated with a team of specialists, including wealth advisors, mortgage bankers, and business relationship managers, to provide integrated financial solutions, and coordinate comprehensive wealth management strategies for clients.
- Consistently achieved or exceeded sales targets, driving revenue growth, and contributing to the overall success of the branch. Developed and executed effective sales strategies to attract new high-net-worth clients, and expand the client base, resulting in a significant increase in overall production.
- Led the firm nationally in first-time investor acquisition, demonstrating strong advisory development skills resulting in a promotion within 12 months.
Education
Bachelor of Science - FINANCE AND TECHNOLOGY
University of Phoenix
Tempe, AZ07-2026
High School Diploma -
William Howard Taft
Woodland Hills, CA 05.2001 -
Skills
- Client relationship management
- Private banking
- Client acquisition and prospecting
- Consultative cross-selling techniques
- High-Net-Worth (HNW) Client Service
- Financial Needs Assessment
- Cash management
- Financial planning
- Creative thinking
- Portfolio management
2025 National MVP as top 75 banker in Nation
Top 75 national performer (2025) across new AUM, deposit acquisition, and loan origination.
Certification
Series 7
Interests
Timeline
SENIOR LICENSED PREMIER BANKER, VP
Wells Fargo
05.2024 - Current
PRIVATE CLIENT BANKER/Small Business Specialist
JPMorgan Chase
06.2023 - 05.2024
LICENSED RELATIONSHIP BANKER/Small Business Specialist
JPMorgan Chase
03.2022 - 06.2023
High School Diploma -
William Howard Taft
05.2001 -
Bachelor of Science - FINANCE AND TECHNOLOGY
University of Phoenix