Yvonne (ShuYi) Shen

-Manage a comprehensive investment and financial planning practice overseeing $70M in assets under management for a dedicated portfolio of 250 high-net-worth households.

-Consistently rank among the top-performing planners in the region by delivering exceptional, client-centric strategies and building long-term, trust-based relationships.

-Drive business growth through a combination of targeted client acquisition and strategic asset consolidation from existing client referrals, consistently exceeding asset and revenue targets.

-Develop and implement customized financial plans encompassing retirement, tax, estate, and risk management strategies to help clients achieve their long-term financial objectives.

-Delivered consistent and tailored wealth management and lending services to high net worth HSBC Premier clients.

-Act as a Brand Ambassador for HSBC Bank Canada, Leverage HSBC's global platform and exclusive product suites to deliver seamless cross-border banking solutions and international wealth opportunities for an affluent clientele..

-Provided specialized financial planning support. Met with clients to discuss assets, expenses and investment goals to devise their personalized financial plans.

-Successfully reached over 220% on net Wealth product sales target in 2023 fiscal year.

-Accomplished 149% overall achievement in 2021 fiscal year in branch ranked No.3 in BC. Sales Balances Achievement 205%, and Sales Revenue Achievement 120%.

-Actively approaching outbound calls, booking scheduled meetings and networked to increase client base and encourage existing clients to expand financial portfolios

-Closing over 6 mortgage deals including new purchase and refinance within 3 months over 2 million.

-Assisted Financial planner to maintain and manage client's investment and daily banking in FP's existing book.

-Start and Process new mortgage cases every week including transfer in, reconfigure and renew.

-Educating client providing professional and expert advises on banking and financial products

-Prepared agenda and gap analysis of client's existing financial circumstances and investment portfolio

-Delivering exceptional customer services by patiently understand customer's banking needs and inquires, obtained a score of 10/10 on Net Promoter Score

-Determined client's needs and refer client to proper Bank representative. Ranked top first sales in the branch out of 13 customer service representatives with 88% pop up referral rate while obtained at least 9-10 successful regular referrals every week

-Meet and advised new customers by appointment with the suitable account plans

-Successfully brought and retained term deposit through communication strategies and promotional approaches.

-Responsible for “GIC ( international student Pre-open accounts) "program, opened the pre-opened account, issued certificate of balance and reports.