Andy Lam

WORK HISTORY

ABOUT ANDY LAM

Over 15 years of experience in financial services, retail banking and client relationship development and management - Comprehensive knowledge of personal financial planning, lending and wealth management - Consistent track record of meeting or exceeding sales goals and customer expectations - Extensive experience in training new and junior team members and organizing team events - Excellent interpersonal, analytical, organizational and problem solving skills - Fluent in spoken and written English, Cantonese and Mandarin Feedback from customers, managers and colleagues- After having had a couple of initial interviews with Mr. Andy Lam, I was of opinion that he demonstrated not only his expert knowledge as to how I might invest my funds with the Nova Scotia Bank but that he showed an honest-to-goodness courtesy and a sincere interest in handling and building my funds. His customer relations and knowledge of finances and how best to invest one\'s funds are that which made-up my mind to invest with your firm. He is the sort of financial adviser who has the capacity to convine anyone that he has a sincere interest in their financial affairs, and would do all he could to bring about a satisfactory conclusion. For this reason, I can whole-heartedly give Mr. Andy Lam a 10 out of 10 mark for his honest, courtesy, sincerity and knowledge. He is, without a doubt, an asset to the Bank of Nova Scotia- Andy, you are always willing to help, whether it\'s answering one of my many questions or giving me a coaching session that will add value to my training. I hope you know I always appreciate your time and patience with me. Thank you Andy! You rock- Congratulations Andy for a very successful year. You\'ve exceeded in all categories of financial quadrant. Thank you so much for your support and contributions towards executing our district/branch business plan. Thank you for providing different ideas to increase service score and your contributions as a committee member. Registered Investment Sales Representative with BMO Investments Inc. Review the BMOII Social Media Disclaimer: If you any questions or would like to talk more, please contact me at a••••••••@bmo.com