- Martial Arts
- Dancing
- I participate in various sports activities for physical activity, camaraderie, and personal growth
- Cooking
Zdravko Vrlic
Bridgetown
Summary
Banking professional with over 20 years of experience in financial planning and relationship management, both nationally and internationally. Known for championing strong branch disciplines, including great client experience, advise effectiveness, relationship management, and working with high net worth clients. Possesses extensive understanding of markets, financial sector instruments, and the regulatory environment. Demonstrates strong verbal and written communication skills, as well as influencing, negotiation, and interpersonal skills developed through extensive client interactions. Analytical thinker with a knack for problem-solving. Excels in building strong client relationships and driving business development using CRM tools such as Salesforce and Workday.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor (IIROC)
CIBC
10.2021 - Current
- Build, retain and deepen client relationships while delivering an exceptional Private Banking/Imperial service client experience to high value clients
- Acting as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understanding of the client's needs, and maintaining Imperial Service standards regarding proactive contact, and maintaining the client contact database on CRM
- Proactively monitor client affairs and identify product and solution opportunities for both business and personal needs in order to leverage the expertise of the CIBC Imperial Service
- Assist with building on and executing client strategies and action plans including proactive contact & follow-up strategy using sales advice & planning tools
Wealth Manager
CIBC FirstCaribbean International Bank
05.2007 - 11.2020
- Assists with the development & growth of the Investment Management business
- Recruit and manage a select portfolio of high and ultra-high net worth clients, consisting of International, Domestic and Corporate clients
- Develop sales opportunities to meet the clients’ needs and provide sound financial advice/planning
- Ensure adherence to risk service standards on legislation relating to money laundering and other compliance issues
Financial Advisor
CIBC
10.2005 - 04.2007
- Provided select group of affluent clients with excellent client service, product solutions and relationship-based advice
- Met needs of clients from investment and retirement planning to credit and day-to-day banking
- Managed and built on an existing portfolio of Imperial Service clients
- Utilized appropriate needs-based sales approach to increase the profit of the clients’ portfolio and minimize risks
- Educated clients regarding their personal portfolio performance and market outlook
Education
Diploma of Education - Fuel & Electrical
Institute of Skills & Technology
12.1990
Skills
- Communication
- Attention to Detail
- Analytical Skills
- Financial planning
- Investment strategies
- Retirement planning
- Asset allocation
- Financial goal setting
Certification
- Derivatives Fundamentals Course - DFC
- Conduct and Practices Handbook
- Professional Financial Planning Course – PFPC
- Wealth Management Essentials
- Technical Analysis Course - TA
Contact
- 4372318235 (Mobile)
- Zeevrlic@gmail.com
- Www.linkedin.com/in/zdravko-v-ba5aa6b (LinkedIn)
Interests
Timeline
Senior Financial Advisor (IIROC)
CIBC
10.2021 - Current
Wealth Manager
CIBC FirstCaribbean International Bank
05.2007 - 11.2020
Financial Advisor
CIBC
10.2005 - 04.2007
- Derivatives Fundamentals Course - DFC
- Conduct and Practices Handbook
- Professional Financial Planning Course – PFPC
- Wealth Management Essentials
- Technical Analysis Course - TA
Diploma of Education - Fuel & Electrical
Institute of Skills & Technology
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