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Yyyyyy x. yyyyyy

8 Hazel Avenue

Toronto, Ontario M4E 1C5

Phonexxx-xxx-xxxx

abc@xyz.com

 

Senior-Level Financial Services Professional with excellent academic credentials eager to contribute extensive talents toward supporting a dynamic organization in optimizing long-term strategy development.

 

Profile

 

Offer 15+ year background in financial services with particular strengths in strategy analysis and development, business planning, and personnel leadership. Outstanding abilities in market research and planning, opportunity analysis, establishing strong relationships with clients, and decision making. Considerable experience in staff management and team building; motivate, guide, and inspire staff to attain peak levels of productivity. Foster and effectively maintain cohesive relationships at all levels throughout an organization. Systematic and incisive problem solver with a demonstrated track record of executing innovative solutions to meet defined business goals and needs.     

 

Selected Achievements:

 

         Boosted revenue 15% by proactively launching four new products from 2006 to 2008.

         Championed efforts to elevate RBC Dexia s industry survey scores over industry averages.

         Leveraged exemplary communication skills to expertly negotiate fee schedules at RBC Dexia involving millions of dollars in revenue.

         Enhanced competitive positioning for RBC Dexia by introducing client-centric model as a market differentiator.

         Retained 100% of strategic client base at Global Custody by steering unified efforts among all departments.

         Exhibited strong follow-up skills to generate $500K for Global Custody from referrals.

         Won Award of Excellence for efforts in transitioning financial institutions into functional areas including Client Service.

 

Professional Experience

 

RBC Dexia, 2008 to Present

Consultant, HR Strategy

  • Provide consultative guidance and leadership for development of global management training curriculum, reliably aligning efforts and content across Europe, Asia/Pacific and North America.

 

RBC Dexia, 2006 to 2008

Senior Manager, Client Service Canadian Custody and Clearance (CC&C)

  • Spearheaded recruitment, development and leadership of 10 Senior Client Managers in servicing 900 clients comprised of foreign and Canadian financial institutions.
  • Defined and created segment strategy including development, leadership, evaluation and motivation of Segment Manager.
  • Successfully retained 100% of strategic client base.

 

Continued ►

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued

 

RBC Dexia, Australia, 2003 to 2005

Director, Client Service

  • As key member of Regional Operating Committee, coordinated effective and efficient client service activities through close collaboration with multiple business units.
  • Participated in creating and implementing Regional business plan focusing on IT development and product scope enhancement, consistently ensuring adherence to multimillion dollar budget.
  • Directed, supervised, mentored and managed team of Client Service Managers, Manager of Service Delivery and a Manager of Transition.

 

Global Custody, Royal Trust, 2002 to 2003 

Director, Client Service C Institutional and Investor Services

  • Applied keen leadership talents toward directing 12 Senior Client Service Managers in proficiently servicing up to 15 institutional clients in fund, pension and insurance business.
  • Formulated and implemented comprehensive business plan for all three business segments, strategically incorporating techniques for enhancing client retention and growth through up-sell and cross-selling opportunities.

 

                   

 

Additional Experience includes role as Director, Client Service C Institutional and Investor Services, Global Custody, Royal Trust, Royal Trust Tower.

 

Education / Professional Development

 

MBA (in progress) C Dalhousie University

 

Global Custody, London Securities Institute, 2002

 

Personal Financial Planning Designation, 1999

 

Canadian Securities Course, 1996

 

Bachelor of Arts in Economics, with Honours, 1990

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