Financial Planning Professional
Send a job offer directly to this candidate
Financial planning graduate with professional banking experience focused on client service, relationship management, and financial communication. Experienced in supporting diverse client needs while maintaining high standards of accuracy and professionalism.Actively pursuing opportunities in wealth management and client advisory within the UAE to grow within an international financial environment. Driven, adaptable, and committed to delivering value in client-focused financial roles.
Banking professional with hands-on client-facing experience at CIBC, managing customer relationships, resolving complex financial inquiries, and supporting account-related needs. Demonstrated ability to communicate financial information clearly, build trust with clients, and coordinate with internal stakeholders to deliver effective solutions. Known for professionalism, accuracy, and a client-focused mindset in fast-paced service environments.
Bachelor-level studies in Financial Planning completed through certificate programs in Personal Financial Planning and Business Management at HEC Montréal. Academic training focused on personal finance, investment fundamentals, financial analysis, and client advisory principles, providing a strong foundation for client-facing roles in banking and wealth management.