George Kakoulakis

• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Delivered strategic investment advice for individual and corporate clients.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Facilitated new client onboarding process and investment account setup.

• Responsible for the whole process of asset management through the use of various asset classes (Stocks, bonds, currencies, futures, ext.) -Macro and micro analysis -Identify opportunities within the boundaries of the portfolio's mandate -Very disciplined risk assessment and advanced money management techniques -Execution of trades -Post- analysis and backtesting in order to identify and improve performance -Provide in-house weekly reports on present opportunities on a risk/return adjusted basis -Provide educational reports on various topics on capital markets
• Developed rebalancing strategies to minimize risk exposures.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Facilitated portfolio performance review and implemented new strategies.
• Developed and presented proposals for new investments.
• Recommended investment strategies to meet client financial objectives.
• Provided strategy advice to high net worth clients.
• Supported financial director with special projects and additional job duties.
• Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

-Investment Planning and recommendations to CIBC clients through

Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Flexibility to meet with clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals.
• Business Development - Deeply understand local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
• Community Involvement - Heighten CIBC brand awareness in assigned communities by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow network while creating lasting connections that will generate future opportunities.

-Facilitate business practices through softwares such as Excel, Teams, CRM, ECRM, Pro-Objectifs (Financial planning), Morningstar just to name a few...

• Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure
• Enhanced overall firm reputation by consistently demonstrating professionalism, expertise, and dedication to client success
• Increased client satisfaction by providing tailored investment advice and creating customized financial plans
• Implemented risk-management measures across all aspects of client portfolios to protect against adverse market conditions
• Provided detailed performance reports to clients, explaining the rationale behind investment decisions and highlighting key achievements
• Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth
• Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes
• Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices