Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Sijing(Joanna) Chen

Edmonton,AB

Summary

Dedicated and results-oriented Financial Planner with expertise in providing holistic financial advice. Adept at developing personalized financial strategies to help clients achieve their long-term goals while building and maintaining strong relationships. Known for exceptional problem-solving skills, attention to detail, and a client-centric approach. Passionate about delivering outstanding results and enhancing client satisfaction in a fast-paced, dynamic environment.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Planner

RBC Royal Bank
04.2024 - Current
  • Developed comprehensive financial plans for clients, addressing investment management, insurance needs, tax planning, and retirement goals.
  • Ensure full compliance with regulatory standards while maintaining the highest level of confidentiality and trust.
  • Organized and hosted exclusive client events, fostering engagement and strengthening relationships with existing and prospective clients.
  • Developed partnerships with local businesses and community organizations to enhance company's brand presence and attract new clients.

Premier Relationship Manager

HSBC Bank
02.2021 - 04.2024
  • Managed a portfolio of high-net-worth clients, delivering tailored financial solutions to meet their investment, credit, and wealth planning needs.
  • Specialized in credit solutions, providing personalized advice on lines of credit, mortgages, term loans, and structured lending products to align with clients’ financial objectives.
  • Strengthened client relationships by providing holistically personalized financial solutions and tailored wealth management advice.
  • Consistently exceeded sales targets through effective cross-selling of HSBC Premier services and identifying opportunities for portfolio diversification.
  • Consistently recognized for outstanding performance, earning yearly and quarterly award for achieving exceptional sales growth and client satisfaction in 2021-2023.

Premium Banker

HSBC
12.2019 - 02.2021
  • Delivered exceptional banking solutions to high-value clients by opening new accounts, offering customized financial products, and providing superior client service.
  • Continuing acquired and onboarded new clients by building strong relationships, understanding financial needs, and delivering tailored solutions.
  • Conducted in-depth client consultations to identify opportunities for personal and business account openings, credit products, and investment services.
  • Consistently exceeded the target, and received Quarterly, Annual and Stephen and Stitt award.

Operation, Risk & Administration, Associate

HSBC
08.2018 - 11.2019
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.

Education

Bachelor of Arts - Economics

University of Alberta
Edmonton, AB
04-2016

Skills

    Financial Planning and Wealth Management

    Relationship Building and Client Retention

    Credit Solutions and Lending Expertise

    Regulatory Compliance and Risk Management

    Comprehensive Financial Reviews

    Sales and Business Development

Languages

English
Chinese (Mandarin)
Chinese (Cantonese)

Certification

  • Personal Financial Planner (PFP)
  • Canadian Securities Course (CSC)
  • Preparing for Certified Financial Planner (CFP) designation

Timeline

Financial Planner

RBC Royal Bank
04.2024 - Current

Premier Relationship Manager

HSBC Bank
02.2021 - 04.2024

Premium Banker

HSBC
12.2019 - 02.2021

Operation, Risk & Administration, Associate

HSBC
08.2018 - 11.2019

Bachelor of Arts - Economics

University of Alberta

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Sijing(Joanna) Chen