Thu Thao
Private Banking Associate @CIBC
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WORK HISTORY
Private Banking Associate @CIBC
Toronto, ON, CA
EDUCATION
Seneca College
Professional Excellence in Financial Services
RMIT University
Bachelor of Commerce (B.Com.)
RMIT University
Master's degree
ABOUT THU THAO
Consistent in building rapport and adding value to service Multitasked, client-centered and purpose-driven Account Manager with experience in establishing and maintaining trusting relationships with clients, identifying initiatives, and facilitating action-driven plans. Bilingual (English and Vietnamese) professional with strong investment knowledge foundation (IFIC examination scheduled on 1st June 2019). Outstanding analytical and interpersonal skills to confidently analyze clients’ needs and accommodate them with appropriate financial solutions Wealth Strategies Development Investment Management Research & Recommendations Quantitative & Qualitative Analysis Risk & Wealth Management Data Management & Processing Legendary Client Service Relationship Management Business Development
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