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Network Power<100 people
Roles
🔥42%
Startup Founder
✨42%
Business Owner
🧨42%
Consulting
Geos
🇺🇸57%
United States
🇮🇳14%
India
🇷🇴14%
Romania
Work Background
BMO Financial GroupMarket Leader, Financial Planning
May. 2020
BMO Global Asset ManagementRegional Sales Manager
Dec. 2016
BMO Wealth Management - CanadaFinancial Planner
Jun. 2015White Rock, British Columbia, Canada*Consistently ranked within top 10% across Canada
*Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning.
*Expand existing BMO relationships by consolidating the investable assets of high-net-worth clients to increase BMO's share of wallet
*Partner with branch manager to help grow branch's investment book via hosting local seminars to clients and coaching junior staff
HSBCSenior Premier Relationship Manager
Aug. 2010 - Jun. 2015Vancouver, Canada AreaRecognized as one of top performing Premier Relationship Manager Canada wide. The role is a client facing role managing the HSBC relationship with highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. My responsibility is to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients, and specifically, to do the following: - Build trusting relationships with existing and potential Top Tier Premier clients (1mil-5mil investable assets), and to provide financial advice which leads to highly individualised strategies aimed at wealth creation and capital preservation - Work as part of an integrated management team to ensure, standards and are met and operating models delivered - Complete line manager responsibilities for managing assigned Premier Officer or designated support staff - As a team player, establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs - Act a role model and coach to more junior RMs, as needed - Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
JP Morgan ChaseFinancial Service Advisor
Jul. 2009 - Aug. 2010Vancouver, Canada Area- Developed skills and swift, sound judgments as a first response advisor - Deliver engaging and effective customer service leading up to successful sales - Utilize basic banking systems and computer skills in responding to inquiries - Attain ability to handle difficult situations and customers independently with little escalation
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