A lower-to-mid level financial professional with a successful relationship management skills in the ultra-high net worth space, performing due diligence, maximizing revenue potential and handling time-sensitive, complex transactions.
Skills
Excellent attention to detail
Expert in customer relations
Excellent communication skills
Flexible team player
Cantonese
Financial modeling
Financial reporting and analysis
Complex problem solving
Superior time management
Proficient in Microsoft Office
Work History
2013 to 08/2015
Private Banking AssociateBankers Trust – Phoenix, AZ,
Built
strong relationships, managed over 180 households of UHNW (3M asset
requirement) of personal and holding company accounts of depository, credit and
investments
Supported
Canada’s top-tier Private Banker to retain and acquire business generating over
6B in revenue
Minimized shareholder risk by preventing fraud,
adhered to AML requirements, and legal disclosures
Researched appropriate investment
products for client meetings
Completed client on-boarding, KYC
updates and due diligence processes to adhere to internal legal documentation
requirements
Grew assets in portfolio through
specialized products (ADI accounts, DCDs, RFAs, AgriInvest accounts, mutual
funds, money markets, registered and non-registered plans)
Maximized opportunities through an
internal CRM system achieving pipeline goals
Prevented revenue leakage through
management fee increases and interest rate products
Improved client on-boarding processes
for National Office
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