Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Hansel Tung

Toronto,ON

Summary

With over 2.5 years of experience in retail banking sales, focusing on customer development, relationship management, and in-depth mutual fund analysis and sales, I am currently working towards my PFP designation, with completion of the final exam expected in 4 months. I am also highly passionate about developing both external and internal networks, while maintaining a strong professional image.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Personal Banker

Bank of Montreal
08.2024 - Current
  • Successfully maintained and opened over 30 registered accounts per month, generating over $400K in secured investments, including $140K in mutual fund transactions.
  • Opened 40+ personal accounts monthly, reviewing financial plans and lending needs, generating $100K+ in monthly revenue.
  • Assisted over 30 clients in setting up mid- to long-term savings and retirement plans with suitable variable mutual funds.
  • Assisted small business clients in reviewing their banking needs and exploring suitable savings products, primarily focusing on GICs and savings accounts

Personal Banker

TD Bank
03.2023 - 05.2024
  • Generated over $10M in assets for TD Wealth and referred more than 35 clients and their families for financial planning and wealth management services.
  • Advised on and managed $8M in term investments and $4M in mutual fund investments for education, retirement planning, and goal achievement.
  • Leveraged strong interpersonal skills to identify $2.5M+ in OFI investments and assets for transfer to Wealth management for retirement planning.
  • Assisted over 30 clients with mortgage and refinancing solutions, resolving interest rate issues and consolidating debts, generating over $5M in revenue.

Personal Banking Associate

Bank Of Montreal
06.2022 - 02.2023
  • Assisted clients in addressing complex banking needs, including wire payments, fraud investigations, and daily transactions, ensuring timely and efficient resolution.
  • Assisted over 200 clients in opening registered and investment accounts with tailored savings plans, generating more than $8M in revenue.
  • Opened over 300 accounts for new clients and engaged more than 30 customers in comprehensive financial planning and wealth management.

Education

Bachelor of Arts - Psychology

University of Prince Edward Island
04.2022

Skills

    Retirement and Goal Planning

    Mutual Fund Analysis

    Customer Relationship

    External Business Development

Certification

  • Investment Fund in Canada
  • Financial Planning I & II
  • Lending, Retirement and Insurance Supplement

Languages

English
Full Professional
Chinese (Mandarin)
Native or Bilingual

Timeline

Personal Banker

Bank of Montreal
08.2024 - Current

Personal Banker

TD Bank
03.2023 - 05.2024

Personal Banking Associate

Bank Of Montreal
06.2022 - 02.2023

Bachelor of Arts - Psychology

University of Prince Edward Island

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