HANA VU
Ilderton,ON
Summary
Strategically-minded Finance Professional focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with over eight years' experience in the Financial Industry. I possess solid financial knowledge, sales and customer service skills backed up by extensive experience in business acquisition; I would excel in helping clients to understand their life goals and financial situations, and how to achieve it with comprehensive financial planning.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager, Financial Advisor
RBC
London, ON
03.2023 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns
- Collaborated with team members to streamline processes and improve overall client experience
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance
- Complex credit lending for high net worth clients in both personal and business sectors by performing credit review and structured credit application following company policy.
Banking Advisor
RBC
London, ON
09.2021 - 03.2023
- Increased client satisfaction by providing personalized banking solutions and financial advice
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance
- Contributed to client retention efforts by maintaining a high level of professionalism and exceptional customer support
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
Life, Wealth & Health Insurance Specialist
RBC Insurance
London, ON
11.2016 - 09.2021
- Empowered clients to achieve personal and professional goals through tailored coaching sessions
- Developed customized action plans for clients, resulting in improved decision-making and goal-setting abilities
- Maintained detailed records of client interactions and progress towards goals, enabling accurate assessment of coaching effectiveness.
Financial Consultant
IG Wealth Management
London, ON
01.2016 - 10.2016
- Built strong relationships with clients through consistent communication and exceptional customer service
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions
- Educated clients on various investment options, empowering them to make informed decisions about their finances
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
Education
Bachelor of Art - Economics
University of Prince Edward Island
Bachelor of Business Administration -
European University
Skills
● Investment and Wealth Planning
● Client Acquisition
● Relationship Building and Management
● Regulatory Compliance
● Strategic Selling
● Critical Thinking
● Decision-making
● Team collaboration
Accomplishments
- Conference recipient award
- Continuous Quarterly recipient awards.
- Client recognition awards
Certification
- Certificated in Financial Service Advice
- Canadian Investment Funds Course
- Currently working toward PFP
Languages
Vietnamese
Native/ Bilingual
Timeline
Relationship Manager, Financial Advisor
RBC
03.2023 - Current
Banking Advisor
RBC
09.2021 - 03.2023
Life, Wealth & Health Insurance Specialist
RBC Insurance
11.2016 - 09.2021
Financial Consultant
IG Wealth Management
01.2016 - 10.2016
Bachelor of Art - Economics
University of Prince Edward Island
Bachelor of Business Administration -
European University
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