HANA VU
Ilderton
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 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
11
11
years of professional experience
Work History
Business Owner/Operator
H2 Beauty Nails Salon
01.2023 - Current
- Increased overall business efficiency by streamlining operational processes and implementing new technologies.
- Managed financial operations effectively by implementing stringent budget controls and regular financial reporting procedures.
- Implemented cost-saving measures by renegotiating vendor contracts and reducing overhead expenses.
Relationship Manager, Financial Advisor
RBC
09.2021 - 01.2023
- 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
Life, Wealth & Health Insurance Specialist
RBC Insurance
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.
Shop Assistant
Lucky Nails & Spa
01.2013 - 10.2016
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided manicure and pedicure services to clients
- Assist with daily shop operation and management
- Scheduling and cash management
Education
Bachelor of Arts - Economics
University of Prince Edward Island
Charlottetown, PEBBA - Business
European University
Geneva, SwitzerlandSkills
- Investment and Wealth Planning
- Client Acquisition
- Fluent in Vietnamese
- Relationship Building and Management
- Regulatory Compliance
- Strategic Selling
- Critical Thinking
- Decision-making
- Team collaboration
Websites
Timeline
Business Owner/Operator
H2 Beauty Nails Salon
01.2023 - Current
Relationship Manager, Financial Advisor
RBC
09.2021 - 01.2023
Life, Wealth & Health Insurance Specialist
RBC Insurance
11.2016 - 09.2021
Shop Assistant
Lucky Nails & Spa
01.2013 - 10.2016
Bachelor of Arts - Economics
University of Prince Edward Island
BBA - Business
European University
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