Winston Wong Yuen
Wealth Management Solutions Consultant @RBC Wealth Management
Montreal, QC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2020 — Present
Wealth Management Solutions Consultant @RBC Wealth Management
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Montreal, QC, CA
Match client needs with financial planning solutions.Develop and integrate strategy recommendations through conversations with Investment Advisors and Investment Counsellors.Partner in creating a lasting client impact through opportunity spotting, solution implementation and coordination.
EDUCATION
N/A
Concordia University
Bachelor’s Degree, Specialization General Administration and Economics
SKILLS
Financial ReportingHtmlAccountingResearchCustomer ServiceEnglishFinancial AnalysisAccessTime ManagementRegulatory ComplianceLegal ComplianceWindowsCustomer LiasonTeamworkFrenchMicrosoft ExcelPowerpointManagementMicrosoft OfficeMicrosoft WordAnalysis
ABOUT WINSTON WONG YUEN
Member of the banking industry - Wealth Management arm - I help with the review and…
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