Magdalena Peralta
Summary
Dynamic financial professional with a proven track record at WFGIA, specializing in financial planning and client relations. Expert in retirement planning and relationship building, I've significantly enhanced client satisfaction and retention. Skilled in developing innovative financial strategies and adept at multitasking, my approach has consistently led to informed client decisions and portfolio growth.
Overview
17
17
years of professional experience
Work History
Financial Security Advisor
WFGIA
05.2022 - Current
- Educated clients on various insurance options, ensuring adequate coverage based on individual needs.
- Developed comprehensive financial plans for clients, addressing their short-term and long-term goals.
- Increased client retention through effective communication and relationship-building strategies.
- Worked closely with team members to develop innovative strategies for improving overall client experience.
- Conducted regular reviews of clients'' portfolios to ensure alignment with changing circumstances or objectives.
- Analyzed clients'' financial situations to identify opportunities for growth and risk mitigation.
- Assisted clients in understanding investment products, enabling informed decision-making processes.
- Maintained strict confidentiality regarding all client information, adhering to industry regulations and ethical standards.
- Provided ongoing support and assistance to clients throughout the implementation of their financial plans.
- Monitored and updated financial plans to comply with client goals.
Personal Assistant to the Owner
Globe International Publishing ULC
11.2007 - Current
- Handled email communications to streamline business operations.
- Maintained an organized workspace for the owner which facilitated easy access to important documents when needed.
- Ensured orderly storage of both personal and professional records.
- Enhanced professional interactions through creation of well-organized correspondence.
Education
Vocational Studies - Accounting
AHMON Institute
Montréal, QCBachelor Of Arts - Computer Science
University of Baguio
Philippines 05.2022
Skills
- Cash flow management
- Retirement planning
- Budgeting expertise
- Investment strategies
- Debt management
- Estate planning
- Tax planning
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking and organization
- Critical thinking
- Verbal and written communication
- Decision-making
- Cash handling
- Relationship building and management
- Insurance sales
- Banking
- Client relations
- Conflict resolution
- Analytical thinking
- Risk assessment
- Sales and marketing
- Cash flow analysis
- Financial services
- Loans
- Stress management
- Sales expertise
- Investment advice
- Process improvement
- Budget compliance
- Financial advising
- Business development
- Market analysis
- Technical analysis
- Regulatory compliance
- Retirement needs
- Financial planning
- Investment planning
- Financial forecasting
- Investment consulting and planning
- Account performance reviews
- Investment management
- Trend analysis expertise
- Insurance decisions
- Tax law expertise
- Education funds
- Financial goal setting
- Planning for retirement
- Sales follow-up
- Advising on investments
- Developing financial plans
- Reporting
- Increasing savings
- Funding education
- Information presentation
- Managing wealth
- Networking strategies
- Capital funding
- Making insurance decisions
- Investments advising
- Investments planning
- Ethical standards
- Tax planning strategies
- Teamwork
- Teamwork and collaboration
- Honest and dependable
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Relationship building
- Microsoft Excel
- Team building
- Task prioritization
- Sales skills
- Self motivation
- Financial goal planning
Languages
English
Professional Working
Tagalog
Native or Bilingual
Ilocano
Native or Bilingual
French
Elementary
Timeline
Financial Security Advisor
WFGIA
05.2022 - Current
Personal Assistant to the Owner
Globe International Publishing ULC
11.2007 - Current
Vocational Studies - Accounting
AHMON Institute
Bachelor Of Arts - Computer Science
University of Baguio
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