Karen Ofulue
Vancouver
Summary
Results-driven finance professional with an MBA from Thompson Rivers University and extensive experience in financial management, investment advisory, and business strategy. Licensed to provide financial management advice and hold an LLQP certification. Adept at developing strategic financial plans, optimizing investment portfolios, and driving business growth. Passionate about leveraging financial expertise to enhance organizational profitability and operational efficiency. Expertise in investment strategies, risk management, and client relationship-building. Strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
15
15
years of professional experience
Work History
Financial Advisor
World Financial Group (WFG)
06.2024 - Current
- Provide expert financial advisory services, helping clients develop sound investment strategies tailored to their financial goals
- Conduct market analysis to identify lucrative investment opportunities and mitigate financial risks
- Ensure compliance with regulatory frameworks, maintaining a high standard of ethical financial practice
- Build and maintain strong client relationships, driving long-term business success
Product Development Advisor
Mabeni Farms
01.2023 - 11.2023
- Developed a strategic product innovation roadmap aligned with market trends and consumer demands
- Ensured compliance with local and international agricultural regulations, mitigating potential risks
- Developed and executed product launch strategies, ensuring alignment with market demand and brand positioning
- Implemented customer feedback loops to refine product offerings and improve client satisfaction
Corporate Banking & Strategic Sales - Team Lead
Zenith Bank Plc
09.2017 - 01.2023
- Led marketing initiatives and supervised a team to drive customer acquisition, retention, and revenue growth
- Provided financial advisory services, guiding clients on investment opportunities, credit facilities, and wealth management solutions
- Managed a diverse portfolio of clients, fostering strong relationships and driving high-value business to the bank
- Developed and implemented sales strategies that increased revenue and improved customer engagement
- Conducted market research and competitor analysis to identify opportunities for business growth
- Key Achievements: Acquired high-net-worth clients, increasing revenue; Led financial literacy campaigns; Consistently exceeded sales and business development targets
Relationship Manager (Marketing)
Zenith Bank Plc
12.2013 - 09.2017
- Developed and executed strategic marketing plans, resulting in a 15% increase in new business
- Managed a team of 7 to deliver personalized financial services, ensuring high client satisfaction
- Built and maintained relationships with key clients, enhancing the bank’s brand presence
- Conducted market research and competitor analysis to refine marketing strategies and improve engagement
Banking Officer (Operations)
Zenith Bank Plc
08.2010 - 11.2013
- Managed daily banking operations, including cash handling and fund transfers
- Improved operational efficiency through process automation, increasing transaction accuracy by 10%
- Ensured operational efficiency through ATM reconciliation and resolved discrepancies promptly
Retail Banker
UBA Group
08.2009 - 07.2010
- Increased the customer base by 15% through skillful prospecting and referrals
- Processed several loans and overdrafts for SMEs with zero repayment defaults
- Increased branch profitability by 20% through strategic loan and overdraft issuance
Education
Master of Business Administration (MBA) -
Thompson Rivers University
Kamloops, BC12-2024
Life License Qualification Program (LLQP) Certification -
ICBC
06-2023
Bachelor of Arts (Combined Hons) - Political Science & Geography
University of Ghana
Legon, Accra06-2008
Skills
- Financial Planning
- Business Strategy & Operations
- Risk Management & Compliance
- Client Relationship Management
- Budgeting & Forecasting
- Market Research & Data Analysis
- Financial Modeling & Valuation
- CRM & Wealth Management
- Investment advice
- Relationship building and management
- Sales expertise
- Debt management
- Risk assessment
Timeline
Financial Advisor
World Financial Group (WFG)
06.2024 - Current
Product Development Advisor
Mabeni Farms
01.2023 - 11.2023
Corporate Banking & Strategic Sales - Team Lead
Zenith Bank Plc
09.2017 - 01.2023
Relationship Manager (Marketing)
Zenith Bank Plc
12.2013 - 09.2017
Banking Officer (Operations)
Zenith Bank Plc
08.2010 - 11.2013
Retail Banker
UBA Group
08.2009 - 07.2010
Master of Business Administration (MBA) -
Thompson Rivers University
Life License Qualification Program (LLQP) Certification -
ICBC
Bachelor of Arts (Combined Hons) - Political Science & Geography
University of Ghana
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