Kate Hu
Ottawa,ON
Summary
Qualified personal banker with lending experience on all personal financial needs. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Personal Banker
BMO Bank of Montreal
05.2022 - Current
- Built strong rapport with new and existing clients to better serve financial needs and maximize sales opportunities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Brand Ambassdor
Canada Goose
02.2022 - 06.2022
- Communicated product information with confidence and educated consumers about company.
- Met and exceeded goals for high-volume personal sales through clientele development and product knowledge.
- Built relationships and personalized future client development opportunities by collecting customer data.
Seasonal Fragrance Specialist
CHANEL
10.2021 - 01.2022
- Connected with customers using strong conversational skills to uncover needs and better target suggestions.
- Applied extensive knowledge and training on perfume and scent products to help customers make purchasing decisions on fragrances.
Education
Bachelor of Arts - Communications
University of Ottawa
06.2022
Skills
- Fluent in English and Mandarin
- Verbal and Written Communication
- MS Excel
- Customer Service
- Portfolio Assessment
- Retirement Planning
Certification
IFSE - Canadian Investments Funds Courses
Timeline
Personal Banker
BMO Bank of Montreal
05.2022 - Current
Brand Ambassdor
Canada Goose
02.2022 - 06.2022
Seasonal Fragrance Specialist
CHANEL
10.2021 - 01.2022
Bachelor of Arts - Communications
University of Ottawa
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