Kayden Singh
Vancouver,BC
Summary
Ambitious Bachelor of Commerce student specializing in Real Estate with a minor in Economics at the University of British Columbia, seeking a role in real estate. Experienced in wealth management and customer relations through roles at Scotiabank, demonstrating strong financial analysis, market research, and client engagement skills. Proven ability to identify investment opportunities, manage portfolios, and conduct real estate financial modeling. Active in leadership roles, including advising on university athletic policy and managing financial resources for student organizations. Passionate about leveraging financial expertise and real estate acumen to drive strategic investment decisions and maximize asset performance.
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
ScotiaMcLeod, Scotiabank
05.2024 - 09.2024
- Assisted Advisor teams with underwriting of client requests, documentation, and marketing material preparation; proficient financial analysis work for issue resolution, case presentation, Market research and departmental coordination
- Managed a prospect database, identified new clients, and supported marketing presentations to enhance client engagement
- Executed special projects conducting industry investment research in Real Estate, ETF's and other assets; collaborated across teams to promote innovation and meet strategic goals - Illuminating proficiency as an analyst in investments using Microsoft Office, Thompson ONE, Bloomberg terminal and Charles River Trading
- Contributed to business development efforts by identifying potential referral sources within existing networks of clients and prospects, internship was extended to further contribute to teams success
Customer Experience Associate
Scotiabank
08.2022 - Current
- Employed part-time to financially support education, demonstrating commitment to academic and professional development
- Executed diverse financial transactions for clients, enhancing operational efficiency with faster service and referring over $1,700,000 in Q1&2 investment opportunities to financial advisors - 25% higher than other CEA's at the UBC Branch
- Built strong customer relationships by addressing inquiries, earning trust, and recognizing repeat clients, driving a 22.5% increase in branch 2024 Pulse score
- Led weekly colleague training session to help enhance this score for branch performance
Education
Bachelor of Commerce - Real Estate, Economics
Sauder School, University of British Columbia
Vancouver, BC05-2026
Skills
- Real Estate & Financial Modeling
- Client relationship management
- Investment solutions
- Strategic communication
- Market research
- Data-driven decision-making
Timeline
Wealth Management Intern
ScotiaMcLeod, Scotiabank
05.2024 - 09.2024
Customer Experience Associate
Scotiabank
08.2022 - Current
Bachelor of Commerce - Real Estate, Economics
Sauder School, University of British Columbia
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