Senior Financial Planner
Citibank Korea Inc
10.2002 - 04.2022
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Oversaw enterprise-level planning with accurate delivery of financial and operational roadmaps.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- As a IT project manager, completed full-scale project plans with oversight of engineering activities and design processes.
- Enhanced development and drove continuous improvement of project delivery process by providing strong program leadership.
- Worked as a Customer Experience Associate, Personal Banking Advisor, Financial Advisor, Investment Specialist and Financial Planner.
