Obianuju Ukpeh
Peterborough,Peterborough County
Summary
Dedicated and highly efficient professional with a background in economics, finance & investments. Highly organized and skilled in dealing with persons of diverse background. Committed to utilizing my skills to work and keeping to the highest ethical standards expected in my profession. As a trained professional with entrepreneurial drive I am constantly looking for ways to improve myself and those around me. Experienced with providing strategic investment guidance to clients. Utilizes deep understanding of financial markets to develop customized investment plans. Track record of strong client relationships and effective risk management.
Overview
19
19
years of professional experience
Work History
Investment Advisor
RBC Wealth Management
09.2022 - Current
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Created financial models to analyze and evaluate investment strategies.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Assessed tax implications of investment decisions, optimizing after-tax returns for clients within the confines of existing regulations.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Conducted thorough due diligence on potential investments, minimizing exposure to unsuitable opportunities for clients.
- Maintained a strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
- Optimized investment performance by implementing disciplined trading strategies based on fundamental and technical analysis.
- Negotiated favorable terms for clients when executing trades or purchasing investment products, maximizing returns on invested capital.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched and evaluated potential investment products for clients.
- Studied financial documents to identify potential areas needing improvement.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Collaborated with a team of financial professionals to develop comprehensive wealth management strategies for high net-worth clients.
Editor In Chief
Women Sphere Mag
11.2020 - Current
- Company Overview: An online magazine which is focused towards women with the hope that by sharing their individual stories, hopes, aspirations and goals, women from all over the world can learn from one another
- An online magazine which is focused towards women with the hope that by sharing their individual stories, hopes, aspirations and goals, women from all over the world can learn from one another
- Supported and encouraged editorial board to provide independent and objective advice, opinions and perspectives to enhance publication.
- Oversaw, trained and developed writers and associates, assistants and junior editors to optimize production and quality of work.
- Streamlined editorial workflow for improved efficiency and consistency across all published materials.
- Oversaw redesign of print and digital layouts for enhanced visual appeal and readability.
- Collaborated with marketing team to develop promotional campaigns, resulting in increased brand visibility.
- Coordinated special edition publications, showcasing high-quality content tailored to specific themes or events.
Chief Financial Officer
Haya Health For Life
03.2020 - 02.2021
- Provided direction in the management of the finances of the company
- Prepared financial forecasts and budgets and oversaw the preparations of all financial reporting
- Advised on long term business and financial plan
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
Administrative/ Finance Manager
Dr Henry Ukpeh INC
01.2013 - 12.2016
- Handled all accounting and book keeping
- General office administration
- Liaising between patients and the doctors
- Generated new ideas on how to effectively manage patients
- Dealing with call schedules
- Bill reconciliation, paperwork and filing records
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Created organizational structures to improve accounting and finance functions.
Client Relationship Manager
Usman& Elema Solicitors
01.2006 - 12.2008
- Implemented brand development strategy with the legal sector
- Sought out prospect through networking
- Acted as initial point of contact and / interface between potential clients
- Planned and coordinated various events to support firm's objectives
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Assessed client needs and developed plans to adequately address current and future objectives.
Education
Masters in Finance &Investments - Finance with a specialization in Mergers& Acquisition and Private Equity
London Metropolitan University
06.2016
Bachelors Of Management - Bachelor Degree with specialization in Finance
University of British Columbia
06.2012
Skills
- Critical thinking and problem solving
- Effective Time Management
- Fast Learner
- Ability to Multitask
- Excellent Communication Skills
- Leadership Skills
- Collaboration & Teamwork
- Highly responsible and reliable
- Critical Thinking Skills
- Customer Relationship Management
Professionalmemberships
- Vice President, BPW, Ontario, 2020, A professional organization that fights for the rights of women and advocates for women policies.
- Member, Business Women Network, Peterborough, 2020, An organization of business women and professionals in the Peterborough Area.
Personal Information
- Title: Financial Advisor
- Nationality: Canadian
Volunteer Experience
Team Work and Collaboration, Lagos, Lagos, 11/01/05, Present, Raised funds for an NGO that specializes in micro finance for underprivileged women and children. Worked with International Elective undergraduate and postgraduate medical students to integrate into my community during rural posting.
References
References available upon request
Hobbies and Interests
- Writing
- Photography
- Volunteering for social causes
- Fashion Concepts
- Traveling
- Listening to Music
- Learning about history
Licensing
- CSC, Canadian Securities Institute,
- PMT, Canadian Securities Institute,
- CPH, Canadian Securities Institute,
- WME, Canadian Securities Institute
- Retirement Planning for High Net Worth Clients
- Estate Planning For High Net Worth Clients
- Dealing with High Net Worth Situations
- Practice Management in High Net Worth Situations
- Financial Planning Supplement
Languages
English
Full Professional
Timeline
Investment Advisor
RBC Wealth Management
09.2022 - Current
Editor In Chief
Women Sphere Mag
11.2020 - Current
Chief Financial Officer
Haya Health For Life
03.2020 - 02.2021
Administrative/ Finance Manager
Dr Henry Ukpeh INC
01.2013 - 12.2016
Client Relationship Manager
Usman& Elema Solicitors
01.2006 - 12.2008
Bachelors Of Management - Bachelor Degree with specialization in Finance
University of British Columbia
Masters in Finance &Investments - Finance with a specialization in Mergers& Acquisition and Private Equity
London Metropolitan University
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