SEUNG JOON (PETER) WOO
46 Sanghyeon-ro 42beon-gil, Suji-gu, Yongin-si, Gyeonggi-do, ,South Korea
Summary
Detail-oriented and resourceful Financial Advisor found success through exceptional communicative skills, diligent work habits, and adept solution building
Overview
2
2
years of professional experience
Work History
Financial Advisor
Scotiabank
11.2023 - 03.2024
- Managed 30+ mutual fund portfolios totaling over $50 million, consisting of short and long-term investments. Raised $30 million in RRSP deposits, allocating them among GICs, market funds, and equity funds tailored to clients' circumstances.
- Fostered enduring relationships with a diverse clientele by addressing individual concerns and promptly delivering effective solutions.
- Utilized strong communication and interpersonal skills to establish trust and rapport with clients, resulting in repeat business and wealth management referrals
- Participated in discovery sessions with senior business leaders, constructing visually impactful reports outlining useful metrics and dimensions.
- Consistently cold-called a minimum of 10 clients daily, successfully scheduling meetings with at least 50% to discuss product offerings, while efficiently managing leads to meet manager expectations.
Senior Customer Experience Associate
Scotiabank
03.2022 - 11.2023
- Initiate conversations to discover client needs and formulate key recommendations based on product and compliance knowledge.
- Consistently surpassed quarterly SEA goals, averaging 15 referrals to financial and business advisors weekly of $50K
- Allocated leads on disengaged clients to advisors to encourage comprehensive financial plan revisits; several redirects to Wealth Management team made in process
- Consecutive branch customer-experience leader since Nov F2022 with 82.4% YTD responses scoring 9 and above. Nurture lasting client relationships by notifying them on changes to corporate policies, market updates, investment opportunities, and special events
- Assist senior advisors in performing investment transactions, estate settlements, payouts, and other sophisticated banking needs. Execute thorough KYC procedures and promptly report to management on any suspicious or fraudulent activities
Education
Business Management And Organizational Studies - Finance Specialization
University of Western Ontario
London, ON09.2021
Semiahmoo Secondary
Surrey, BC06.2015
Skills
Technical Skills: Bloomberg, Figma, Adobe Photoshop & Premiere Pro, Logic Pro X
- MS Word, Excel, PPT expert (formulas, macros)
- Comparative & Competitive Analysis
- Capital market trends
- Account reconciliations
- Schedule Management
- Client Relations
Other Relevant Skills: Detail-oriented
- Excellent communication skills
- Excellent time management skills
- Music Royalties Understanding
- Music Copyright Knowledge
- Audio Editing Abilities
- Music Industry Networking
Accomplishments
- BC's Top 10% Financial Advisor in sales for 3 consecutive months of 2024 Q1
- 2023 Best-of-the-Best Award winner as district's Top Performing Senior Customer Experience Associate
- Branch leader in customer experience rating for 14 consecutive weeks, averaging in 9.21/10
Additional Information
- Certification: IFC
- Languages: Fluent in English and Korean, Some proficiency in Spanish
Timeline
Financial Advisor
Scotiabank
11.2023 - 03.2024
Senior Customer Experience Associate
Scotiabank
03.2022 - 11.2023
Business Management And Organizational Studies - Finance Specialization
University of Western Ontario
Semiahmoo Secondary
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