Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Yazan Nuqul

Relationship Manager
Toronto,ON

Summary

Results-driven financial and sales professional with over 10 years of experience in banking, insurance, and wealth management. Proven track record in driving revenue growth through strategic sales initiatives, expert negotiation, and personalized financial advisory solutions. Recognized for exceptional negotiation skills, outstanding customer service, and proven leadership in building trusted relationships and driving business success. Fluent in English and Arabic, with a commitment to delivering excellence and achieving measurable results.

Overview

14
14
years of professional experience
1
1
Language

Work History

Benefits Specialist

American Income Life Insurance
01.2024 - Current
  • Delivered personalized insurance solutions, consistently exceeding sales targets
  • Expanded client portfolio through referrals and networking
  • Advised clients on financial protection strategies while ensuring regulatory compliance

Relationship Manager

Standard Chartered Bank
01.2018 - 08.2023
  • Managed a portfolio of high-net-worth clients, providing tailored financial solutions
  • Achieved and exceeded sales and revenue goals
  • Strengthened client retention through proactive engagement and relationship management

Client Services

IOM / VFS Global
01.2016 - 01.2018
  • Assisted clients with visa and immigration inquiries, maintaining high client satisfaction
  • Trained and mentored new staff on service protocols
  • Built trust and strong relationships with clients from diverse backgrounds

Facilities Coordinator

MAB Facilities Management
01.2014 - 2015
  • Managed daily operations and coordinated vendor activities across multiple facilities
  • Implemented process improvements, enhancing efficiency and accountability
  • Ensured compliance with safety and service quality standards

Customer Service Officer

National Bank of Abu Dhabi
01.2012 - 01.2014
  • Resolved client inquiries efficiently, improving overall satisfaction
  • Supported cross-selling of banking products to meet branch revenue goals
  • Streamlined service processes, enhancing operational efficiency

Education

BBA - Business Administration

University of Jordan

Canadian Securities Course (CSC) -

Canadian Securities Institute
12-2025

Skills

Investment & Wealth Planning Insurance & Banking Products Client Relationship Management Account Management Sales Strategy Negotiation & Closing Business Development Sales Leadership Business Planning Leadership Operations Management Staff Management Team Collaboration CRM & Compliance Quality Assurance

Interests

Calisthenics, Reading, Socializing, Traveling

Timeline

Benefits Specialist

American Income Life Insurance
01.2024 - Current

Relationship Manager

Standard Chartered Bank
01.2018 - 08.2023

Client Services

IOM / VFS Global
01.2016 - 01.2018

Facilities Coordinator

MAB Facilities Management
01.2014 - 2015

Customer Service Officer

National Bank of Abu Dhabi
01.2012 - 01.2014

BBA - Business Administration

University of Jordan

Canadian Securities Course (CSC) -

Canadian Securities Institute
Yazan NuqulRelationship Manager