Manvinder Kaur
Senior Financial Advisor @CIBC
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2018 — Present
Senior Financial Advisor @CIBC
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Vancouver, BC, CA
EDUCATION
1981 — 1994
Mater Dei School
Undergraduate
N/A
Jesus and Mary College (D. U
B. A. (Hons)
SKILLS
Portfolio ManagementCustomer AcquisitionStructured FinancePrivate BankingWealthStructured ProductsHigh Net Worth IndividualsCustomer Relationship Management (Crm)Client Relationship BuildingBuilding RelationshipsInvestment ManagementInvestment AdvisoryInvestmentsWealth ManagementInvestor RelationsLong-Term Customer Relationships
ABOUT MANVINDER KAUR
Experienced professional In the wealth management field with a demonstrated history of working in the banking & investments industry with ultra high net-worth families. Skilled in Investor Relations, Customer advisory, investment planning, retirement planning, credit and wealth management, Customer Relationship Management (CRM), Investment Advisory, and wealth management. Strong finance professional with a B. A.(Hons) focused in Mathematics.
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