Wealth department, Private Banker, Investment's.
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A professional Canadian Banker, who worked in the Middle East and Canada in Corporate
Wealth Department and Consumer Services. Experienced and driven Financial Advisor with over fifteen years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. Proven track record of competitive market share expansion and assisting corporations in reaching goals. Development, Financial
Advisor, Financial Planning, Mortgages, Personal Loans, Sourcing new business,
Recovery, Corporate Risk, and Lending activities.
An experienced Banker who worked in Corporate, Wealth Department, Investments and Product Development at the Senior level. I worked in Pakistan, Middle East and North America,
Product Manager-Wealth Department at Greater Vancouver Credit Union.
Vancouver- Canada
03/2019—06/2023
Developing wealth department products, implementing of policies,
and coordinating with other departments to review the productivity of products.
Provide full-service solutions for clients with the view to being every client’s primary financial partner.
· Sales coaching. Enhancing and shaping your leadership side through demonstrating, and coaching the team to proactively identify client needs while driving sales and uncovering opportunities to are crucial to the client’s financial success by probing, product matching,
problem-solving, and relationship building.
· Maintained superior and courteous service, promoted seasonal products, and established client relationships.
· Using customer insights to assist with the driving of implementations and maintenance of programs and procedures that ensure background administration, policy, and regulatory requirements are running effectively and efficiently.
· Ensured compliance, security, and fraud, operational and system controls
Cross-sold bank products and services, increasing product sales
Increased customer base through referrals from satisfied customers
Collaborated with product and engineering teams to identify and implement product improvements based on customer feedback
