Lubna Bibi
Wealth Management Consultant @CGI
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WORK HISTORY
Wealth Management Consultant @CGI
CA
Contribute actively to various consulting projects, and provide vital input wherever needed. • Serve as an SME, providing expertise on tools and functionalities desired by front-line, full-service brokerage users. • Participate in advisor survey duties, and maintain focus on better understanding industry advisory practices. • Collaborate effectively with UI/UX teams to build demos presented to our clients in an effort to augment sales. • Devise technical tools, and work alongside coders to ensure the output is correct. • Aid creation of decks presented to prospective clients, in addition to providing industry-related content and design work handled by marketing. • Enact industry research, and am responsible for converting industry reports in a consumable result for internal distribution.
EDUCATION
George Brown College
Advanced Diploma in Business Administration- Finance (with CO-OP)
Ryerson University
Bachelor of Business Administration (BBA)
SKILLS
ABOUT LUBNA BIBI
I am a seasoned Wealth Management professional with 7+ years of industry experience. Recognized for demonstrating a natural aptitude for wealth and investment management, as well as for creating innovative technical tools and solutions, I have a verifiable history of contributing directly to company growth and expansion throughout my career. Professional focal points include wealth and investment management, technical tools and functionality, project coordination, trading modeling, industry research and reporting, and numerous facets of client service and satisfaction. Delivering superior administration on the latter areas of expertise requires utilization of effective communication and negotiation skills, business acumen, systems analysis, and resource management to support efficiency and maximum returns. Currently, I am the Wealth Management Consultant with CGI, Inc. Under my leadership, I impart professional expertise on technical tools and functionalities. I also participate in advisor survey duties, successfully collaborate with members of UI/UX, sales, and marketing teams, and participate in various consulting projects. In addition, I liaise with senior leadership and departmental teams to ensure the company’s support structure is driving business forward with minimal expenditures.Colleagues describe me as a progressive, motivated, and technically-inclined financial management expert who can be relied on to offer superior solutions that consistently deliver profitable results.I am interested in contacting former colleagues and managers, as well as other professionals in my field. Feel free to contact me through this profile if you wish to connect.
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