Charlene Pun
TORONTO,ON
Summary
Relationship-driven financial professional with cross-border banking experience in Hong Kong and Canada. Progressed from Premium Banker to Financial Advisor within two years in the Canadian market. Experienced in investment conversations, financial planning fundamentals, and holistic client advisory. Strong foundation in relationship management with a long-term interest in advancing within a full-service wealth advisory platform.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
Royal Bank of Canada
11.2024 - Current
- Provide comprehensive financial advice across investment solutions, credit strategies, and insurance planning.
- Conduct needs-based financial reviews to identify clients’ long-term wealth and retirement objectives.
- Support portfolio growth through proactive client engagement and relationship retention.
- Collaborate with wealth management, mortgage, and insurance specialists to deliver integrated financial solutions.
- Recognized for strong client relationship development and advisory mindset.
Banking Advisor
Royal Bank of Canada
04.2024 - 11.2024
- Managed day-to-day client portfolio interactions and identified cross-referral opportunities.
- Facilitated investment-related conversations and supported wealth referrals.
- Strengthened client relationships through proactive outreach and consistent follow-up.
Premium Banker
HSBC Canada
11.2022 - 04.2024
- Managed a portfolio of affluent clients, delivering tailored banking and investment solutions.
- Conducted personalized advisory discussions across deposits, credit, and investment products.
- Built client loyalty through proactive financial reviews and relationship-based service.
- Supported cross-border client needs with structured financial solutions.
Deputy Relationship Manager, Wealth Management
Bank of China (Hong Kong)
07.2022 - 08.2022
- Managed and developed client portfolios within a performance-driven wealth environment.
- Identified investment and insurance opportunities in collaboration with product specialists.
- Contributed to team performance through achievement of individual sales targets.
Assistant Personal Banking Manager
Bank of China (Hong Kong)
06.2021 - 07.2022
- Delivered financial solutions including financing arrangements and foreign exchange exposure management.
- Conducted outreach meetings with cross-border clients to promote credit and wealth products.
- Achieved 170% of sales target within first quarter of role.
Universal Banker
HSBC Hong Kong
11.2018 - 05.2021
- Provided professional banking services including credit card, mortgage, and insurance inquiries.
- Identified investment opportunities and facilitated referrals to wealth management specialists.
- Ranked 4/391 within peer group for overall performance (2020).
Education
Bachelor of Business Administration (Honours) - Accounting
The Hang Seng University of Hong Kong
09.2012 - 02.2017
Skills
- Client Relationship Management
- Investment & Wealth Conversations
- Financial Needs Assessment
- Cross-Border Banking
- Credit & Risk Awareness
- English Cantonese Mandarin
LICENCES & PROFESSIONAL DEVELOPMENT
- Investment Funds in Canada (IFIC), Completed
- Financial Planning I, Completed
- Financial Planning II, In Progress
- Personal Financial Services Advice, Completed
- Progressing toward full securities licensing pathway (CSC / CPH / WME)
Timeline
Financial Advisor
Royal Bank of Canada
11.2024 - Current
Banking Advisor
Royal Bank of Canada
04.2024 - 11.2024
Premium Banker
HSBC Canada
11.2022 - 04.2024
Deputy Relationship Manager, Wealth Management
Bank of China (Hong Kong)
07.2022 - 08.2022
Assistant Personal Banking Manager
Bank of China (Hong Kong)
06.2021 - 07.2022
Universal Banker
HSBC Hong Kong
11.2018 - 05.2021
Bachelor of Business Administration (Honours) - Accounting
The Hang Seng University of Hong Kong
09.2012 - 02.2017