Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
Timeline
Generic

Manni Song

Markham,ON

Summary

Proactive and professional individual with exceptional communication, interpersonal, and creative thinking skills. Demonstrated ability to handle multiple tasks efficiently in fast-paced environments. Keen eye for detail and dedicated approach. Team player aiming to leverage strong interpersonal skills and financial expertise to contribute to organizational growth.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Commercial Banking Advisor

RBC Royal Bank
09.2018 - 01.2023
  • Proactively provided commercial clients with tailor-made advice and solutions by needs discovery to understand business goals and plans.
  • Partnered with Relationship Manager and to deliver a superior experience to commercial clients. Engaged business partners to identify, plan and deliver the best solutions.
  • Assisted in the management of risk by adhering to compliance policies and procedures when onboarding clients.
  • Coached trainees on identifying solutions strategies, clients relationship management and advanced product knowledge by virtual and in-person client meetings consistently. Participated in the mentorship program to add value and provide feedback to the training program of the company.
  • Exceeded sales target of commercial card by 60% in fiscal year 2021 by sending over 45 pipelines for referral which were generated by comprehensive and meaningful business review of each client.
  • Conducted a rigorous preparation for a meeting with a senior commercial client onboarded, discovered additional $1.5MM opportunities of transactional and FECL facilities, which resulted in a 15% increase in business revenue.
  • Analyzed data and insights of a portfolio of commercial clients to identify needs and reviewed the pipeline opportunities and followed through to close, which contributed an increase of 50% in investment solutions.

Financial Advisor

RBC Royal Bank
09.2016 - 02.2018
  • Provided tailor-made financial planning advice and solutions using investment and portfolio solutions, tax minimization as well as holistic financial approach.
  • Connected clients with the right team members; proactively engaged with clients in all areas of the branch and in the community, maintaining outstanding banking experience for clients to deepen client relationship and increase client loyalty.
  • Provided mentorship and supported new trainees through regular branch appointments and customized learning plans for individual trainees suited to their personalities for their career goals.
  • Shared investment knowledge by hosting investment huddle to team members as a key culture to build trust and generate great business results.
  • Exceeded sales target of $8 million by 20% in fiscal year 2016; achieved volume of $45 million in fiscal year 2017 by focusing on collaboration and client relationship management.
  • Created strategies to develop and expand sales volume by analyzed and compared investment products, which resulted in a 20% increase in investment volume.
  • Executed duties of Beijing Program Champion, increased business revenue by 15% with a focus on market research and client analysis.

Banking Advisor

RBC Royal Bank
11.2013 - 08.2016
  • Actively listened and engaged clients in conversation to further understand their individual needs, helped clients with their everyday banking, credits, and investment needs.
  • Collaborated with business partners to help clients achieve their goals and build relationships of trust with clients.
  • Focused on client education and demonstration, leveraging digital banking to deliver memorable and meaningful client experiences, to drive sales and client satisfaction.
  • Exceeded sales target by 15% in fiscal year 2015 by creating an Excel file to analyze investment habits and needs in details.
  • Consistently delivering exceptional client services and increasing client satisfaction from 80% to 95% within 12 months by exhibiting a positive attitude, building trust and ensuring expectations are exceeded.

Education

Master of Arts - Economics

University of Ottawa
Ottawa, ON
05-2013

Bachelor of Science - International Economics And Trade

Jilin University
Zhuhai, China
07-2011

Skills

  • Analytical thinking
  • Attention to detail
  • Critical thinking
  • Problem-solving
  • Teamwork and collaboration
  • Relationship building and management

Certification

  • Financial Planning I by Canadian Securities Institute (CSI)
  • Personal Financial Services Advice by Canadian Securities Institute (CSI)
  • Investment Funds in Canada by Canadian Securities Institute (CSI)

Awards

  • RBC Royal Bank 2021-Q4 RVP Award
  • RBC Royal Bank 2020 Leadership Model Award
  • RBC Royal Bank 2020-Q4 Quarterly Award
  • RBC Royal Bank 2019-Q4 Quarterly Award
  • RBC Royal Bank 2019-Q2 Quarterly Award

Languages

English
Chinese (Mandarin)
Chinese (Cantonese)

Timeline

Commercial Banking Advisor

RBC Royal Bank
09.2018 - 01.2023

Financial Advisor

RBC Royal Bank
09.2016 - 02.2018

Banking Advisor

RBC Royal Bank
11.2013 - 08.2016

Master of Arts - Economics

University of Ottawa

Bachelor of Science - International Economics And Trade

Jilin University

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Manni Song