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Private Banking Associate Resume

TECHNICAL SKILLS

  • Cantonese
  • Microsoft Office (Excel
  • Word
  • PowerPoint)
  • Financial Data Skills (Bloomberg Terminal)
  • FactSet
  • Service Platform
  • Sales Platform
  • UBC Political Science Association (Co - President of student club and Coordinator in charge of managing the Canadian Political Science Nationwide Conference)

PROFESSIONAL EXPERIENCE

Confidential

Private Banking Associate

Responsibilities:

  • Relationship managed and provided depository, credit and investment advice to a portfolio of over 180 households of UHNW (3M asset requirement)
  • Supported Canada’s top-tier Private Banker to retain and acquire business generating over 6B in revenue
  • Demonstrated strong decision making skills minimizing shareholder risk by preventing fraud, adhered to AML requirements, and legal disclosures
  • Researched appropriate investment products for clients
  • Completed client on-boarding processes and fixed out of orders to adhere to internal documentation requirements
  • Proactively sold specialized products (ADI accounts, DCDs, RFAs, AgriInvest accounts) according to suitability
  • Achieved sales for investment plans and KY C updates to meet annual target such as mutual funds, money markets, registered and non-registered plans
  • Utilized an internal CRM system for seamless transparency of updated information and capturing client opportunities
  • Priced management fees to increase revenue and prevented revenue leakage
  • Provided National Office with operational improvements on new CRM and client on-boarding processes for the PB Associate National Committee

Account Services Representative

Confidential

Responsibilities:

  • Team build by training new hires in the CSR and ASR roles improving branch efficiency and accuracy
  • Resolved client complaints, corrected errors and followed up to ensure satisfaction with solution
  • Exceeded sales goals for retail deposit, credit, investment and business products when suitable and referring to partners when appropriate

Customer Service Representative

Confidential

Responsibilities:

  • Developed efficient practices for front line team for new and existing clients
  • Grew personal and small business client relationships for Confidential transferring clients’ accounts from other institutions
  • Performed daily banking transactions, sold deposit, credit, investment and business products to achieve sales goals

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