Julien Enogieru
Winnipeg,MB
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.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Advisor
American International Insurance Plc
11.2016 - 06.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with over 50 clients to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Cultivated and strengthened relationships with 50 new clients and educated over 50 clients on account services and capabilities.
- Provided specialized financial planning support for 50 clients with diverse portfolios and individual needs.
- Helped over 40 individuals and 30 families build and execute wealth management strategies based on unique goals and objectives.
Business Banking Relationship Manager/Branch Manager
Ecobank Nigeria
08.2006 - 06.2016
- Provided leadership and direction to grow a 12-man team portfolio and increase revenue.
- Developed and implemented marketing and business plans for the entire branch.
- Structured and finalized secured and unsecured loans.
- Delivered exceptional experience and maintained productive relationships with about 200 area small businesses.
- Met with 100 customers to assess needs and propose customized solutions.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for 3000 branch clients.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Developed strategic plans for day-to-day financial operations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Education
MBA - Human Resource Management
University of Lagos
Lagos, Nigeria07.2006
Bachelor of Science - Sociology And Anthropology
University of Benin
Benin City, Nigeria10.2003
Skills
- Savings accounts
- Loans
- Financial services
- Financial planning
- Business Development
- Relationship building and management
- Sales professional
- Banking
Certification
- Chartered Insurance Institute of Nigeria.
- Digital Marketing Fundamental - SCDM-F
- Lean Six Sigma Yello Belt
- Scrum Fundamentals Certified - SFC
- Marketing Strategy Fundamentals - SCMS-F
Timeline
Financial Advisor
American International Insurance Plc
11.2016 - 06.2023
Business Banking Relationship Manager/Branch Manager
Ecobank Nigeria
08.2006 - 06.2016
MBA - Human Resource Management
University of Lagos
Bachelor of Science - Sociology And Anthropology
University of Benin
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