Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Michelle Xu

Montreal

Summary

With over 18 years in the finance field, as well as 10 years in management, I have had the opportunity to acquire significant professional skills. I am recognized as a dynamic, enterprising, and determined individual who demonstrates excellent adaptability to both my environment and responsibilities. Through my dedicated involvement, I ensure that I carry out my tasks efficiently and respectfully. The well-being of my team and excellent customer service are a priority for me.

Overview

8
8
years of professional experience

Work History

Wealth Management Consultant

Scotia Wealth
08.2023 - Current
  • Constructed detailed wealth proposals for prospective clients demonstrating the value added by our wealth management services.
  • Engaging partners from the retail branches to refer opportunities for wealth services.
  • Provided ongoing financial education to branch networks, ensuring they fully understand the rationale behind recommended strategies.

L8 & L9 Branch Manager

Scotiabank
10.2016 - 08.2023
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional partner interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

Education

MBA - Executive Program

University of Quebec, Montreal (UQAM)
Montreal
12-2024

Skills

  • Communication
  • Strategic thinking
  • Decision making

  • Problem solving
  • Motivation
  • Adaptability

Languages

English
Native or Bilingual
French
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Wealth Management Consultant

Scotia Wealth
08.2023 - Current

L8 & L9 Branch Manager

Scotiabank
10.2016 - 08.2023

MBA - Executive Program

University of Quebec, Montreal (UQAM)
Michelle Xu