Samie Milani
Vancouver,BC
Summary
Collaborative team-player with expertise in the financial industry; focused in commercial, retail, and wealth distribution. Proficiency in asset gathering, relationship-building, and decision-making.
Overview
9
9
years of professional experience
Work History
Inside Sales Associates - Custody & Registered Plans
CWB Trust Services
Vancouver
05.2022 - 10.2023
- Provided fee estimates pro forma for new prospects, ensuring accurate and timely pricing information to facilitate decision making
- Responded to inquiries from clients and new prospects promptly and professionally, confirming questions and concerns were attended to effectively
- Addressed Requests for Proposals (RFPs) and Requests for Information (RFIs) by gathering and presenting relevant information in a clear and compelling manner
- Maintained current database by regularly updating client information, sales activities, and other relevant data, warranting team had access to the most current information
- Created professional and engaging PowerPoint presentations for use in client meetings and sales pitches
- Coordinated and led New Deal Committee meetings alongside senior leadership, guiding identification of optimal business prospects for onboarding through diligent agenda monitoring and insightful decision-making
- Tracked and maintained pipeline summary, certifying team had an accurate overview of ongoing and potential sales opportunities
- Oversaw onboarding process for new accounts, delivering a seamless and efficient experience for new clients
- Provided valuable support to the Director of Business Development, especially during travels, ensuring schedules, communications, and objectives were effectively managed
- Stepped in to assist the operations team during busy periods or when short-staffed, confirming operational processes continued smoothly.
Trust Services Officer
CWB Trust Services
Vancouver
01.2020 - 05.2022
- Met applicable regulations by maintaining keen attention to detail when completing transfer requests
- Monitored and processed incoming and outgoing morning wires, delivering on accuracy and timeliness, while managing reconciliation on Fundserve for streamlined operations
- Observed transfers inbox proactively and ensured all requests were completed in a timely manner, including client follow ups, non-financial updates, and deposits
- Developed a strong rapport with the client service team on transfer requests to complete within established timeframes, upholding client relationships
- Performed day-to-day client account maintenance on Global Plus and T24, complying with bank policies
- Oversaw all eligible requests on CDS were actioned to meet service level agreements
- Reviewed and escalated any service issues with urgency, minimizing client and financial impact
- Maintained clear and professional communication with clients and financial institutions, confirming transfer requests with discrepancies.
Financial Planner Associate
Bank of Montreal
Vancouver
09.2018 - 12.2018
- Built rapport with clients by identifying opportunities to recommend financial products and services
- Increased growth from outside asset gathering through proactive prospecting from existing client leads
- Handled customers' questions and concerns professionally, resolving customer complaints with Financial Planner involvement
- Assisted Financial Planners in acquiring new net assets by proactively identifying asset consolidation opportunities.
Financial Manager
FundserveVanguard Dis Ticaret Anonim
Istanbul
09.2017 - 07.2018
- Analyzed competitors and market trends with up-to-date recommendations with business priority
- Monitored and interpreted cash flows, helping predict future trends for growth
- Managed company's financial accounting, monitoring and reporting systems to ensure all regulations are met
- Supported strategic decisions by analyzing financial data and providing insights
- Generated regular financial statements (income statement, balance sheet, cash flow statement)
- Produced timely and accurate financial reports to management.
Financial Advisor
Bank of Nova Scotia
Vancouver
07.2016 - 07.2017
- Assessed clients' financial goals and requirements proficiently
- Demonstrated a commitment to maintaining high client satisfaction levels, boosting referrals and repeat business by effectively marketing and selling mortgages and lending products, exceeding sales targets consistently
- Conducted thorough financial assessments, credit evaluations, and risk analyses for loan applicants
- Collaborated with clients, determining the most suitable lending products, meeting financial objectives, showcasing in depth knowledge about the advantages and disadvantages of various lending products
- Assisted clients throughout the loan application process, providing ongoing support until loan approval was achieved
- Stayed abreast of industry trends, economic indicators, and market conditions, providing informed financial advice
- Developed and implemented personalized financial plans based on clients' unique
- Utilized financial modeling and forecasting tools, illustrating potential outcomes and guided clients in making informed decisions.
Customer Service Representative
Bank of Nova Scotia
Vancouver
08.2014 - 07.2016
- Performed branch opening and closing procedures accurately to check against balance sheets that are essential for operations
- Complied with policies and procedures for sensitive and confidential information, allowing for no branch losses
- Contributed to branch's targets by identifying and fulfilling everyday banking sales opportunities such as account openings, pre-approved credit, and processing GICs
- Provided outstanding customer service by addressing inquiries, resolving issues, and promoting bank products and services.
Skills
- Data Analysis
- Strategic Planning and Development
- Financial Reporting
- Pipeline Management
- Client Relationship Management
- Salesforce CRM
- Sales analysis
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Inside Sales Associates - Custody & Registered Plans
CWB Trust Services
05.2022 - 10.2023
Trust Services Officer
CWB Trust Services
01.2020 - 05.2022
Financial Planner Associate
Bank of Montreal
09.2018 - 12.2018
Financial Manager
FundserveVanguard Dis Ticaret Anonim
09.2017 - 07.2018
Financial Advisor
Bank of Nova Scotia
07.2016 - 07.2017
Customer Service Representative
Bank of Nova Scotia
08.2014 - 07.2016
Diploma - Advanced Business Management
Brighton College
Canadian Securities Course - VOLUME 1
Canadian Securities Institute
Chartered Financial Analyst - CFA 1
CFA Institute
Education
Diploma - Advanced Business Management
Brighton College
01-2015
Canadian Securities Course - VOLUME 1
Canadian Securities Institute
Chartered Financial Analyst - CFA 1
CFA Institute
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