Shirin Aladwan
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. A continuous learner with deep curiosity for understanding my clients, motivated individual with deep experience in Lending, Consulting, Financial Products & Services, and delivering excellent customer experience. Adept at quickly mastering new markets and fostering meaningful connections to generate success for both clients and the organization.
Overview
10
10
years of professional experience
Work History
Relationship Manager Business Markets
Royal Bank of Canada
01.2022 - Current
- Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs
- Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to risk concerns
- Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction
- Understand risk assessments, financial analysis, credit structuring and solutions, and deal presentation demonstrating credit skills and knowledge
- Develop needs-based sales strategy for all clients and prospects in order to grow revenue, deepen client relationships and achieve a high standard of client loyalty
- Review financial statements and conduct in depth analysis to provide strategic advice and customized financial solutions
Senior Financial Advisor
Scotiabank
01.2020 - 01.2022
- Worked with professional and high net worth clients to develop and implement an effective, enterprise-wide strategy that improves the value delivered by Scotiabank's products and services
- Utilized relationship with COI's, Existing Clients, and attend newcomers and small business events in order to generate success. Currently managing 440 clients and growing
- Leveraged existing client portfolio to generate new opportunities and results
- Collaborated with partners and plan strategic days where we call and look for referrals and opportunities in order to provide the clients with the best advice
- Provided strategic plans in order to meet goals and objectives such as, Increased Revenue, Cost Reduction, Risk Mitigation, & Time to Market
Financial Advisor
Scotiabank
01.2019 - 01.2020
- Built comprehensive financial plans for assigned customers using a holistic approach to help them meet their short-, medium-, and long-term plans as well as nurture long standing relationships
- Managed a portfolio of 400+ clients that range between 1K-1MM in deposits & borrowing
- Built and maintain a great relationship with my existing and new clients in order to achieve new business
- Demonstrated portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk and assessing for credit restructuring
- Provided exceptional customer experience by delivering superior business and financial advice
Banking Advisor
Royal Bank of Canada
01.2016 - 01.2019
- Analyzed client needs and present appropriate financing solutions
- Recommended Investment solutions to clients based on their objectives, risk tolerance and time horizon
- Kept abreast of new company products and services
Education
MBA -
New York Institute For Technology
Skills
- Financial Acumen
- Influencing skills
- Proficient in Microsoft Suite (Word, Excel, PowerPoint)
- Skilled in collaboration tools (Skype, ZOOM, Microsoft Teams)
Accomplishments
- Royal bank of Canada: Quarterly Sales Performance Award Winner 2024. Achieved 125% of annual sales target
- Scotiabank: Top Sales Performer in Calgary Central District for 2020, achieving 300% of annual plan by fiscal year-end
Languages
English
Arabic
Expertise
- Client and stakeholders' engagement
- Relationship building and management
- Business Development Leadership
- Risk management
- Public Speaking
- Negotiations
- Presentations
Timeline
Relationship Manager Business Markets
Royal Bank of Canada
01.2022 - Current
Senior Financial Advisor
Scotiabank
01.2020 - 01.2022
Financial Advisor
Scotiabank
01.2019 - 01.2020
Banking Advisor
Royal Bank of Canada
01.2016 - 01.2019
MBA -
New York Institute For Technology
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