Arthur Prest
North York
Summary
Results-driven financial services professional with over 6.5 years of diverse experience in banking operations, personal finance, investment advisory, business development, and securities analysis. Expertise in cultivating client relationships, conducting financial assessments, fostering business growth, and evaluating risk and market trends. Consistently surpasses performance targets and provides tailored financial solutions in fast-paced environments. Leveraging international exposure and Canadian financial training for a successful transition into the North American finance sector.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Securities Analyst
BONI
07.2021 - 06.2022
- Conducted in-depth analysis of securities and financial statements to assess investment performance and risk exposure.
- Advised management on market developments and valuation trends to support portfolio decisions.
- Developed risk mitigation frameworks, reducing exposure to volatile asset classes.
- Collaborated with portfolio managers to recommend securities aligned with client goals.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proven ability to learn quickly and adapt to new situations.
Business Development Officer
AFC Ltd
05.2019 - 07.2021
- Generated new business opportunities through strategic outreach and client relationship management.
- Strengthened partnerships and negotiated contracts, contributing to a 25% revenue increase.
- Researched market trends and competitor data to refine business strategies.
- Enhanced client retention through value-driven engagement and solutions delivery.
Investment Advisor
Diamond Bank
12.2017 - 04.2019
- Advised clients on tailored investment options including stocks, mutual funds, and fixed-income securities.
- Conducted regular portfolio reviews to optimize asset allocation based on market shifts.
- Achieved average portfolio growth of 12% annually through proactive management.
- Educated clients on financial planning, retirement strategies, and risk tolerance.
Personal Banker
Diamond Bank
01.2017 - 11.2017
- Offered personalized banking and credit solutions tailored to individual financial needs.
- Improved customer retention by maintaining proactive contact and relationship building.
- Increased product adoption by 20% through targeted cross-selling strategies.
- Assisted clients with account opening, loan processing, and financial education.
Teller
Diamond Bank
06.2016 - 12.2016
- Handled daily banking transactions with speed and accuracy, maintaining 98% cash reconciliation rate.
- Delivered outstanding customer service, addressing inquiries and resolving transaction issues.
- Ensured compliance with security protocols and bank policy.
- Supported branch operations through cash management and document processing.
Education
Postgraduate Diploma - Financial Planning and Wealth Management
Lambton College
Toronto, ON12-2025
B.Sc. - Banking and Finance
University of Benin (UNIBEN)
Benin City, Nigeria06-2016
Skills
- Advanced Microsoft Excel (Pivot Tables, VLOOKUP, Macros)
- Power BI, Tableau
- CRM Tools: Salesforce, HubSpot
- Financial Software: QuickBooks, Oracle, SAP
- Securities Trading Platforms, Risk and Compliance Tools
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
Languages
youruba
Limited Working
Igbo
Limited Working
patois
Elementary
Certification
IFIC Certification for Mutual Funds Trading – Investment Funds Institute of Canada (Expected 2025)
Accomplishments
- Grew client portfolios by 12% on average as an Investment Advisor
- Increased product adoption by 20% as a Personal Banker
- Supported a 25% revenue increase at AFC Ltd through strategic business development
- Reduced financial exposure through advanced securities risk analysis
Timeline
Securities Analyst
BONI
07.2021 - 06.2022
Business Development Officer
AFC Ltd
05.2019 - 07.2021
Investment Advisor
Diamond Bank
12.2017 - 04.2019
Personal Banker
Diamond Bank
01.2017 - 11.2017
Teller
Diamond Bank
06.2016 - 12.2016
Postgraduate Diploma - Financial Planning and Wealth Management
Lambton College
B.Sc. - Banking and Finance
University of Benin (UNIBEN)
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