Summary
Overview
Work History
Education
Skills
Websites
Languages
Portfolioassetsmanaged
Professional Development
Timeline

Isaac Kwame Antwi

Montreal,Quebec

Summary

Dedicated and results-driven personality with a decade of experience in cultivating and maintaining strong client relationships across diverse markets. Proven expertise in international business, having worked in different countries. Adept at understanding client needs, driving revenue growth, and ensuring client satisfaction. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Excellent customer service, communication and interpersonal skills with a track record of exceeding targets.

Overview

15
15
years of professional experience

Work History

Relationship Manager, Commercial Banking

Agricultural Development Bank
01.2019 - 12.2023
  • Manage a portfolio of high-net-worth clients, providing personalized financial solutions and investment advice
  • Successfully increased client assets under management by 20% through strategic planning and relationship building
  • Conduct regular portfolio reviews and financial assessments to ensure alignment with clients' financial goals
  • Collaborate with cross-functional teams to deliver comprehensive financial solutions to clients
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.

Sales Manager

UniBank Ghana Ltd
12.2016 - 12.2018
  • Developed and maintained relationships with clients, identifying their financial objectives and providing tailored solutions
  • Expanded the client base by 30% through proactive networking and referrals
  • Coordinated with international branches to provide seamless financial services to clients with global interests
  • Developed and implemented sales strategies to increase market share
  • Identified and developed new markets for products or services.

Relationship Officer, SME Unit

UniCredit LTD
01.2013 - 11.2016
  • Oversaw relationships with clients in multiple countries, managing diverse cultural and regulatory landscapes
  • Conducted market research to identify investment opportunities and risks in various regions
  • Facilitated cross-border transactions and ensured compliance with international financial regulations.

Administrative & Laboratory Assistant

Del Hospital East Legon
09.2008 - 12.2012
  • Greeting and assisting patients, answering inquiries, and directing them to appropriate departments or personnel
  • Managing appointments, surgeries, and meetings for patients and hospital staff
  • Maintaining patient records, updating databases, and ensuring confidentiality of sensitive information
  • Assisting with administrative tasks such as filing, faxing, scanning, and photocopying documents
  • Data Entry and Record Keeping: Recording test results accurately into computer systems or logbooks, maintaining precise documentation.

Education

Graduate Diploma in Business Administration -

Concordia University, Montreal, QC
04.2025

MBA Marketing: Master In Business Administration -

Ghana Institute of Management & Public Administration
06.2015

B.A Psychology & Political Science: Bachelor of Arts Degree -

University Of Ghana
07.2008

Skills

  • Relationship Building & Management
  • Sales and Marketing
  • Excellent Customer service
  • Financial Planning
  • Cross-Border Transactions
  • Client Acquisition
  • Portfolio Management
  • Credit Risk Management
  • Credit Analysis
  • Market Research
  • Team Collaboration
  • Interpersonal Skill
  • Computer literacy
  • Time management
  • Leadership
  • Documentation review
  • Microsoft Word & Excel
  • Excellent Communication

Languages

English
French

Portfolioassetsmanaged

  • Dado Frozen Foods Ltd, Standby Letters of Credit (SLC), USD 1,600,000
  • Artisanal Palm Oil Millers, Term Loan, GHs 2,000,000.00
  • X Factor Ltd, Term Loan, GHs 1,253,000.00
  • Intercity Coaches ISTC, Letters of Credit (LC), USD 13,000,000

Professional Development

  • Coaching and Mentorship Training
  • SME and Consumer Lending (Risk Management)
  • Portfolio Management
  • Treasury
  • International & Domestic Trade Business
  • Financial Statement Analysis
  • Anti-money laundering and terrorism financing training
  • Fraud Detection and Prevention Training
  • Cybersecurity
  • Excellent Customer Service
  • Certificate in Banking: Corporate Excellence Consulting Ghana

Timeline

Relationship Manager, Commercial Banking - Agricultural Development Bank
01.2019 - 12.2023
Sales Manager - UniBank Ghana Ltd
12.2016 - 12.2018
Relationship Officer, SME Unit - UniCredit LTD
01.2013 - 11.2016
Administrative & Laboratory Assistant - Del Hospital East Legon
09.2008 - 12.2012
Concordia University - Graduate Diploma in Business Administration,
Ghana Institute of Management & Public Administration - MBA Marketing: Master In Business Administration,
University Of Ghana - B.A Psychology & Political Science: Bachelor of Arts Degree,
Isaac Kwame Antwi