Masie Nguyen
Winnipeg,Canada
Summary
Results-driven individual with over seven years of experience in high-performance sales, customer service, and financial advisory roles. Currently excelling as a Financial Advisor – Manager Delegate at RBC Royal Bank, where I provide expert financial advice, address complex client needs, build long-term relationships while mentoring a high-performing team. Recognized as a 2024 RBC Conference (Cruise) Winner and 3 times Quarterly Winner, I am committed to continuous professional growth. Certified with IFC and has successfully passed all required courses for PFP designation, I am now seeking the CFA scholarship to further my expertise in investment analysis and portfolio management. Known for my problem-solving skills, growth mindset, and ability to thrive in competitive environments.
Overview
3
3
years of professional experience
Work History
Financial Advisor – Manager Delegate
RBC Royal Bank
Winnipeg, MB
05.2024 - Current
- 2024 RBC Conference Winner, 1 time Quarterly Award Winner
- Provide high level of professional advice with an ability to address complex clients’ needs and to make effective use of discovery experience
- Create, build, and deepen client’s relationship by proactively take ownership of resolving and preventing client’s banking problems
- Consistently surpass bold goals for volumes and solutions
- Actively take opportunities to coach team during meetings and huddles and mentor new to role employees and service staffs
- Engaged in the community by volunteering and participating in community events
Banking Advisor
RBC Royal Bank
Winnipeg, MB
06.2022 - 04.2024
- 2 times Quarterly Award Winner.
- Provide a high level of professional advice, with an ability to address complex clients’ needs and to make effective use of discovery experience.
- Create, build, and deepen clients' relationships by proactively taking ownership of resolving and preventing clients' banking problems.
- Consistently surpass bold goals for volumes and solutions.
- Actively take opportunities to coach the team during meetings and huddles, and mentor new employees in their roles and service staff.
- Engaged in the community by volunteering and participating in community events.
Data Analyst Intern
Vietinbank Securities
Hanoi, Vietnam
- Performed quantitative analysis on financial date, including stock prices, bond yields, and market indices, to identify trends and inform investment decisions
- Identified trends, patterns, and anomalies in the date to inform investment decisions
- Assessed and quantified risks associated with investment portfolios
- Created detailed reports and dashboards using data visualization tools to present findings
- Collaborated with portfolio managers to optimize client investment portfolios, reducing risk exposure by 15%
Accounting Intern
Venus Aesthetic Clinic Medical Technology
Hanoi, Vietnam
- Entered financial data into accounting software
- Analyzed financial data to identify trends, anomalies, and opportunities for improvement
- Assisted with month-end closing activities
- Supported the preparation of trial balances and financial reports
Style Advisor
Aritzia
Winnipeg, Canada
- Achieved top sales performance, consistently exceeding KPIs by 20%, through strategic client engagement and product knowledge
- Anticipated client needs, delivered helpful advice, provided customized solutions to their individual needs
- Created exceptional experiences for clients, built long-term relationships while maximizing sales volume
Grader/Marker
University of Manitoba
Winnipeg, Canada
- Graded and marked work submitted by students from accounting exams
- Accomplished tasks in a timely manner, met every deadline given
Sales Associate
Buybuy Baby by Bed Bath & Beyond
Winnipeg, Canada
- Delivered exceptional customer service by greeting customers, answering product-related questions, and providing personalized recommendations
- Achieved and exceeded sales targets by upselling and cross-selling products
- Demonstrated superior product knowledge, enabling effective customer consultations
- Built long-term relationships with customers to encourage repeat business
Education
Bachelor of Commerce (Honours) - Finance & Marketing
Asper School of Business
Winnipeg, MBDiploma - Accounting
Douglas College
Vancouver, BCSkills
- Time management and organization
- Active listening and trust building
- Performing under pressure
- Self-directed mindset
- Analytical
- Teamwork
Accomplishments
- As Vice President of TL Music Club for two consecutive years (2016-2017) and President of TL Voluntary Club (Vietnam) for three years (2015-2017), managed budgeting and financing for large-scale events, ensuring efficient resource allocation.
- Led a team of 10 members to win a national English eloquence contest (Vietnam), demonstrating strong leadership and communication skills (2016).
References
Available upon request including professional and academic mentors.
Timeline
Financial Advisor – Manager Delegate
RBC Royal Bank
05.2024 - Current
Banking Advisor
RBC Royal Bank
06.2022 - 04.2024
Data Analyst Intern
Vietinbank Securities
Accounting Intern
Venus Aesthetic Clinic Medical Technology
Style Advisor
Aritzia
Grader/Marker
University of Manitoba
Sales Associate
Buybuy Baby by Bed Bath & Beyond
Bachelor of Commerce (Honours) - Finance & Marketing
Asper School of Business
Diploma - Accounting
Douglas College
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