Mahmoud Hassan

Managed book value ranging from $300-400 million

Ensured asset retention and service excellence primarily through phone, correspondence, and in-person communication

• Offered clients advice, information, and executed trades
• Remain up to date with the latest information on investment products like ETFs, Mutual funds, and GICs
• Stay updated on market trends and macroeconomic environment
• Effectively communicated the benefits of mutual fund and other investment products to clients
• Assessed client needs and objectives to provide tailored advice.
• Investigated and resolved client issues, initiating follow-up on research efforts.
• Offered proactive assistance in addressing inquiries and resolving complaints

Collaborated with senior financial planners to provide clients with a range of financial planning services, such as retirement planning, estate planning, tax planning, and risk management

Conducted transactions and activities across a diverse range of products, processes or systems with expert knowledge, resulting in mitigated risks.

Identified net asset growth and revenue opportunities to provide sales support to the FPs.

Supported in overseeing a $300 million asset portfolio

Evaluated account types and seasonal demands to prioritize request escalations in order to meet SLA requirements.

Excel skills utilized for analyzing data, constructing visual representations through charts and graphs, and establishing effective spreadsheets for streamlined information management.

Proficiently managed customer relationships and tracked sales activities using Salesforce while generating reports for analysis.