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