MARIA ARAM ** YEARS OLD, MARRIED.

LAVAL QUEBEC

514-***-****

acteco@r.postjobfree.com

CAREER OBJECTIVE

To work within the financial services industry in wealth management and financial planning.

PROFILE

A talented wealth manager with over 10 years of experience with exceptional understanding of financial planning and analysis. Demonstrated a track record of developing profitable relationships with high-net worth individuals. Skilled communicator adept at building strong rapport with both coworkers and clientele, including attorneys, personal financial advisors, accountants, trust officers, bankers, and investment specialists.

Strong Sales background Results-oriented

Team player

Strategic thinker

Innovative

Customer focused

Detail-oriented

Key Achievements:

Fluent in 5 languages: English, French, Arabic, Armenian & Turkish

Presidents Club award winner in 2013 for helping my branch finish in the top ten in Canada

Presidents Club award winner in 2009, 2010 & 2011 for finishing in the top ten in Canada in Sales.

WORK EXPERIENCE

T.D Canada Trust NYSE: TD 2004 -2015

Wealth Management Private Banking Officer

Handled a Portfolio in excess of US$ 100 million with more than 75 clients .

2012 -2015

Conduct comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess

strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions and financial analysis to each client.

Assist the high net worth clients understand the market and advise them in placing the best stock option

that fits in their portfolio.

Cross sell other financial products that fit within the risk appetite of the client

Based on clients needs prepare and conduct presentations to clientele and key stakeholders, arranging hand-off

to peers if required.

Maintained client database, working closely with team to relationship-manage customers and maximize referrals

and sales opportunities.

Manager Customer Service 2010-2012

Supervise a group of ten customer service representatives in their day to day tasks.

Ensure accurate daily balancing of all banking transactions.

Maintained and reviewed on a daily basis the customer service feedback on quality services extended.

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Financial Service Representative 2004 – 2010

Offer the right banking solutions to new and existing customers.

Opening new accounts, offering basic credit needs and promoting the sale of all personal banking products and services.

Developing strong relationships with customers and offer them a high level of customer service.

Able to close big deals with high importance and finished top 3 nationally across Canada.

Provide exceptional customer service to customers while processing their transactions in an efficient, accurate

and friendly manner.

Kept a high level of customer service and responded to the customer's basic needs on a day to day basis.

Achievements:

Presidents Club award winner in 2013 for helping my branch finish in the top ten in Canada.

Presidents Club award winner in 2009, 2010 & 2011 for finishing in the top ten in Canada in Sales.

EDUCATION:

2010 Investment Funds In Canada –Mutual Funds License

1999-2003 Economics (Bachelor of Commerce)CONCORDIA University -Canada

Languages & Computer Skills:

Excellent communication skills in English, Arabic, French, Armenian & Turkish.

Microsoft Office (Word, Excel, Outlook & PowerPoint), Adobe & Photo Editing.

Other Interests:

Tennis, swimming, painting and baking.

Contact this candidate