Joyce Wong
Senior Private Banker @TD
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WORK HISTORY
Senior Private Banker @TD
In the newly created role, I focus primarily on acquiring new high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from TD Securities, Commercial Banking and Retail Banking network. My main responsibilities include- Providing white-glove relationship management and proactive advice to HNW/UHNW households- Performing in-depth Discovery sessions with clients to understand their goals/objectives and identifying franchising opportunities within Private Wealth Management and other Bank Channels- Recommending, implementing and servicing of all banking related products and solutions (high complexity credit solutions and cash management including bespoke and tailored options)- Maintaining an active pipeline of clients referred and establishing contact planning practices to drive continued client engagement- Building/maintaining an external Centre of Influence and internal partner network aligned with my target market
EDUCATION
CMA BC
CMA, Accounting
The University of British Columbia
BA, Economics and Commerce
ABOUT JOYCE WONG
Joyce brings with her more than 20 years of experience in the financial industry, which includes sales roles in Private Wealth Management as well as Retail & Commercial Banking. She was previously Program Manager in Franchise Banking and the recipient of multiple TD Summit Awards for her work in strategic initiatives provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer
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