Henry Yang
Surrey,BC
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
Work History
Financial Advisor
RBC Royal Bank
02.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Banking Advisor
RBC Royal Bank
10.2018 - 01.2022
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
Education
Bachelor of Arts - Economics
Simon Fraser University
Burnaby, BC08.2016
High School Diploma -
Tsinghua University High School
Beijing, China06.2009
Skills
Investment advice
Relationship building and management
Sales expertise
Financial Advising
Client Relations
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Financial Advisor
RBC Royal Bank
02.2022 - Current
Banking Advisor
RBC Royal Bank
10.2018 - 01.2022
Bachelor of Arts - Economics
Simon Fraser University
High School Diploma -
Tsinghua University High School
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