YEN NGUYEN

Achievements and Responsibilities:

• Received the "Top Associate Advisor of the Year" for the best performance in sale and revenue growth (GRS) every year since joined Manulife.
• Serving clients as a trusted advisor, fostering loyalty through consistent delivery of exceptional service.
• Conducting comprehensive financial analyses to identify client goals and develop personalized strategies.
• Recommending different types of investment, insurance products and services suitable for clients based on objectives, resources and risk profiles.
• Supporting clients during periods of market volatility by offering reassurance and objective advice based on sound analysis.
• Always trying to go above and beyond with my roles and targets.
• Supporting new hires in the team so that they can learn and adapt to the role quickly.
• Building a good relationship with different teams (BI, senior advisors, insurance support team, etc...).

Achievements and Responsibilities:

• Received every “Quarterly Winner” Awards for the best performance in sales and revenue growth and customer obsession survey.
• Managed a portfolio of Mass Affluent customers which requiring to build strong relationship with clients, tailoring advices and solutions to meet clients’ unique and diverse needs and fully bank them with the company, which is ATB.
• Executed the vision of the company by providing financial planning, mortgages/ lending, insurance and investment services to clients.
• Assessed clients’ overall financial picture and understanding their financial needs to devise an appropriate financial plan
• Maintained and extended ongoing relationships with clients, and kept them updated about any changes affecting their finances.
• Provided advice and financial solutions and leveraged financial tools to help clients understand the whole financial pictures which would lead them to consider and see the values in my financial recommendations.
• Showcased myself by training new staff, leaded weekly sale meetings and extended relationships with all branch managers for business retention and growth.

Achievements and Responsibilities:

• Received “Best of the Best” Annual Award for the whole region every year since started as well as received every single “Quarterly Spot Light” awards for the best performance in sales and revenue growth.
• Proactively engaged with clients in all areas the branch uncovering banking needs, provided advice and identified sales and referral opportunities.
• Advised clients on tailored financial solutions such as personal/business accounts, credit cards, loans/line of credit, overdraft, mortgages and investments that meet client’s financial needs.
• Maintained and grew the client’s portfolio by identifying and promoting personal banking advice and solutions with a continuous focus on client service and new business development.
• Took ownership of client problems, responded with empathy and provided sound solutions.

Achievements and Responsibilities:

• Received “Top Performer” Awards in sales and revenue growth.
• Responded to client-initiated contacts, delivered fast and efficient service.
• Assisted with financial transactions such as business deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfer and foreign currency exchanges.
• Resolved business account inquiries, balanced cash daily, and followed bank procedures.
• Resolved problems at first point of contact where possible and referring more complex situations to seniors officers.
• Looked for sales opportunities with all clients and referring to appropriate internal officers (Banking Advisors, Financial Advisors, Mortgage Specialists...).
• Adhered to compliance routines in carrying out transactions.