Francis Chidiebere AHANONU
Toronto,ON
Summary
Dynamic financial professional with a proven track record at Zenith Bank, enhancing client portfolios and expanding customer base by 15%. Expert in investment planning, wealth management, and client relationship management. Demonstrates strong multitasking abilities and a commitment to regulatory compliance. Achieved significant client satisfaction through customized financial solutions and strategic advice.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Easy Financial
Niagara Falls, Ontario
06.2020 - 06.2024
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
Relationship Manager
Zenith Bank
London , United Kingdom
06.2016 - 08.2018
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Increased client base by 15% through proactive outreach and targeted financial strategies.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Developed strategies to attract new customers while retaining existing ones.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Financial Services Representative
Union Bank
Abuja, Nigeria
06.2013 - 07.2015
- Prepared reports detailing client portfolio performance and asset allocation.
- Provided guidance on investment decisions to ensure maximum returns.
- Established strong and positive working relationships within the organization to contribute to team success, while exceeding sales targets for investment products.
Education
Bachelor of Science - Accounting
American Universityof Nigeria
NigeriaMaster of Science - International Business
Coventry University
United KingdomBachelor of Science - International Business Management
Niagara College
Welland, ONSkills
- Investment planning and wealth management
- Client Relationship Management
- Retirement and Estate Planning
- Multitasking and organization
- Regulatory Compliance & Documentation
Certification
- Canada Security Course
- Project Management Professional (PMP)
- Green Belt Six Sigma
- Wealth Management Essentials
Languages
English
Native/ Bilingual
French
Elementary
References
References available upon request.
Timeline
Financial Advisor
Easy Financial
06.2020 - 06.2024
Relationship Manager
Zenith Bank
06.2016 - 08.2018
Financial Services Representative
Union Bank
06.2013 - 07.2015
- Canada Security Course
- Project Management Professional (PMP)
- Green Belt Six Sigma
- Wealth Management Essentials
Bachelor of Science - Accounting
American Universityof Nigeria
Master of Science - International Business
Coventry University
Bachelor of Science - International Business Management
Niagara College
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