Weiwei Zhao
Pba @TD
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WORK HISTORY
Pba @TD
Calgary, AB, CA
Process financial transactions as per standardized operating procedures, industry regulations and bank’s ethics;• Be responsible at establishing a positive rapport with clients;• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in professional way;• To provide advice to the clients based on their financial information;• Actively manage revenue growth for portfolio of customers and ensure target and goals are met.
EDUCATION
the Central University of Finance and Economics
Bachelor's degree, Investing Economics Management
The Central University of Finance and Economics
Bachelor of Commerce - BCom, Economics
The University of Waikato
Master's degree, Business and Management
SKILLS
ABOUT WEIWEI ZHAO
With couple of years wealth management experience, I take ownership of delivering truly remarkable experiences that set the employer apart in my client\'s heart and mind. I am an effective team member providing outstanding experience directly to all clients in line with the strategy, service standards, vision and values of the employer. Act as a proactive, face-to-face client relationship role, I have a passion for listening to the needs of clients and a desire to develop trusting relationships through smart, simple and helpful advice. I am used to be Top Sales in each sales position. As for service position, I can also achieve the highest level of customer satisfaction.
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