Luis Chafaqi

- Provide comprehensive support to the private banker in managing and nurturing client relationships. Conduct financial analysis, prepare reports, recommend tailored investment solutions, and monitor portfolio performance.

- Ensure proactive client engagement by responding to inquiries, identifying investment opportunities, and delivering exceptional service. Oversee document preparation, client record management, and administrative processes related to account management.

- Facilitate banking transactions, advise clients on financial products and services, and process transfer, loan, and investment requests while maintaining operational accuracy and compliance.

- Uphold regulatory standards by ensuring adherence to financial regulations, internal policies, and proper documentation archiving.

By collaborating closely with the private banker, I play a vital role in enhancing client satisfaction, driving portfolio growth, and maintaining trust through efficient, compliant, and high-quality financial services.

• - Managed a portfolio of 600 clients with assets ranging from $25,000 to $50,000, providing tailored financial solutions including mortgage financing, refinancing, and investment strategies.
• - Conducted holistic financial assessments to develop personalized plans integrating banking, investments, credit, and debt management.
• - Recommended investment products aligned with clients' goals and risk profiles, ensuring portfolio growth while mitigating risks.
• - Provided expert guidance on budgeting, savings, retirement planning, and responsible credit management.
• - Maintained proactive client engagement through regular follow-ups, issue resolution, and strategic financial advice, fostering long-term trust and satisfaction.

- Bilingual Customer Relationship Manager for banking services

-Advise clients on products and services and assist them with their financial transactions

- Ensure proper use, updates, and satisfaction with the products and services offered

- Analyze sources of dissatisfaction and recommend solution paths

- Assisted in planning, coordinating, and executing banking service projects, ensuring timely delivery within budget.

- Facilitated communication between internal and external stakeholders to align objectives and drive efficiency.

- Led the implementation of new banking features, monitored KPIs, and analyzed data to optimize project performance.

- Proactively identified risks, resolved challenges, and contributed to process improvements using MS Project, Trello, and Asana.