LI WEICH
Calgary,Canada
Summary
A dedicated and results-driven professional with over 10 years of experience in customer and financial services, specializing in private banking and wealth management. Proven ability to deliver personalized financial solutions to ultra-high-net-worth (UHNW) clients while building strong relationships and identifying growth opportunities. Committed to achieving organizational goals through collaborative efforts, exceptional client service, and a focus on continuous improvement. Eager to contribute expertise to a forward-thinking financial institution.
Overview
13
13
years of professional experience
Work History
Senior Private Banking Associate
CIBC Private Wealth
11.2011 - Current
- Manage the financial needs and long-term wealth planning for UHNW clients, ensuring personalized financial strategies and solutions
- Resolve client inquiries and concerns, fostering positive relationships and ensuring satisfaction
- Identify and pursue business development opportunities to drive growth and strengthen client loyalty
- Collaborate with internal teams to deliver seamless financial services, from investment management to lending solutions
Banking Advisor
RBC
05.2018 - 10.2021
- Provided expert financial advice on credit, investment, and personal banking solutions to clients with diverse needs
- Educated clients on financial planning concepts, helping them make informed decisions about their financial future
- Worked closely with financial planning teams to address complex client needs and deliver tailored solutions
- Actively supported new client acquisition through referrals, networking, and outreach initiatives
Senior Financial Service Representative
CIBC
04.2016 - 04.2018
- Delivered exceptional client service, assisting with a range of banking and financial products and services
- Identified sales and cross-sell opportunities, referring clients to appropriate products and services
- Built and maintained relationships with key business partners, collaborating to meet client needs effectively
Customer Service Representative
CIBC
10.2014 - 04.2016
- Provided high-quality customer service, addressing client inquiries and resolving issues in a timely and professional manner
- Conducted needs-based conversations to identify opportunities for clients to benefit from additional banking services
- Utilized technology and banking tools to enhance client experience and streamline processes
Education
PERSONAL FINANCIAL SERVICES ADVICE -
CANADIAN SECURITIES INSTITUTE
05.2021
FINANCIAL PLANNER I - undefined
CANADIAN SECURITIES INSTITUTE
02.2021
INVESTMENT FUNDS IN CANADA - undefined
CANADIAN SECURITIES INSTITUTE
04.2016
BACHELOR OF ARTS - ECONOMICS
BISHOP'S UNIVERSITY
04.2013
Skills
- Client Relationship Management
- Wealth & Financial Planning
- Business Development & Growth
- Problem-Solving & Conflict Resolution
- Investment Solutions & Advisory
- Cross-Functional Collaboration
- Goal-Oriented & Results-Driven
- Detail-Oriented & Organized
- Multitasking & Time Management
Awards & Recognition
CIBC Annual Achiever, CIBC, 11/01/23
Recognized for outstanding contributions to team success and client satisfaction.
Timeline
Banking Advisor
RBC
05.2018 - 10.2021
Senior Financial Service Representative
CIBC
04.2016 - 04.2018
Customer Service Representative
CIBC
10.2014 - 04.2016
Senior Private Banking Associate
CIBC Private Wealth
11.2011 - Current
FINANCIAL PLANNER I - undefined
CANADIAN SECURITIES INSTITUTE
INVESTMENT FUNDS IN CANADA - undefined
CANADIAN SECURITIES INSTITUTE
BACHELOR OF ARTS - ECONOMICS
BISHOP'S UNIVERSITY
PERSONAL FINANCIAL SERVICES ADVICE -
CANADIAN SECURITIES INSTITUTE
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