Sue Wijesinghe
Surrey,BC
Summary
Motivated Senior Banker with over 17+ years of experience in advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products, portfolio management and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotia Bank
02.2024 - Current
- Certified Mutual Funds license holder in BC.
- Work closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Maintains open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Educate clients on investment, mortgages, and day-to-day financial matters and provide professional recommendations on investment opportunities, products, and services based on each client's needs.
- Strengthen client relationships, leading to increase in referral business, by providing exceptional advisory services.
Customer Service Representative
CIBC
07.2022 - 11.2023
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Branch Manager
NDB Bank PLC
07.2019 - 02.2022
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Performed duties as the Relationship manager to high net worth Private banking clients.
- Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
- Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
- Developed strategic plans for day-to-day financial operations.
- Developed and led team of financial advisors, enhancing their skills with comprehensive training programs.
Senior Privilege Banking Portfolio Manager /Branch Head
Nations Trust Bank PLC
01.2018 - 06.2019
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Enhanced client trust and retention by delivering personalized portfolio performance reviews and forecasts.
- Led educational workshops for clients on investment strategies and market trends, empowering them with knowledge.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
Branch Manager
Nations Trust Bank PLC
01.2016 - 01.2018
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Education
Master of Arts - Leadership And Management
Trinity Western University
Langley, BC11-2022
MBA - Business Administration
Cardiff Metropolitan University
United Kingdom01-2018
Registered Financial & Retirement Advisor RFRA -1
Canadian Securities Institute
Canada10-2024
License in Mutual Funds
IFSE
Canada10-2023
Mortgage Lending Program -Foundational
Canadian Securities Institute
Canada03-2024
Diploma in Banking & Finance
Institute of Bankers of Sri Lanka
Sri Lanka01-2022
Certificate in Banking & Finance
Institute of Bankers of Sri Lanka
Sri Lanka02-2016
Skills
- Fundamental Analysis
- Leadership & team management
- Financial Services
- Insurance sales
- Sales and Marketing
- Mutual funds
- Cash Flow analysis
- Mutual fund sales
- Problem-solving abilities
- Time Management
Languages
English
Full Professional
Accomplishments
- Recognized as the Best Relationship Manager Grammy Award in 2017 for achieving the all Island's highest net growth in the portfolio. Banking Award 2018.- Nations Trust Bank
- Recognized as the Best SME branch in 2020 for incredible sales performance during 2019- National Development Bank
- Recognized as the Top 4 Insurance promoters in District -Q 3 -2024 Scotia Bank, Bc & Yukon District
Certification
- Licensed Mutual Fund dealer.
Timeline
Financial Advisor
Scotia Bank
02.2024 - Current
Customer Service Representative
CIBC
07.2022 - 11.2023
Branch Manager
NDB Bank PLC
07.2019 - 02.2022
Senior Privilege Banking Portfolio Manager /Branch Head
Nations Trust Bank PLC
01.2018 - 06.2019
Branch Manager
Nations Trust Bank PLC
01.2016 - 01.2018
Master of Arts - Leadership And Management
Trinity Western University
MBA - Business Administration
Cardiff Metropolitan University
Registered Financial & Retirement Advisor RFRA -1
Canadian Securities Institute
License in Mutual Funds
IFSE
Mortgage Lending Program -Foundational
Canadian Securities Institute
Diploma in Banking & Finance
Institute of Bankers of Sri Lanka
Certificate in Banking & Finance
Institute of Bankers of Sri Lanka
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