Dreiser Gonzalez

Berufserfahrung von Dreiser Gonzalez

• Bis heute 5 Jahre und 3 Monate, seit März 2019

  Sales Director

  DC Placement Advisor GmbH

  - Responsible for the entire sale process and distribution of institutional funds to international investors across Europe (by phone, video conference and onsite meetings). - Deliver strategic direction to alternative fund managers in raising capital from top-tier institutional investors. - Coordination with the advisory team for the manager selection process according to market sentiment and demand from investors.

• 3 Jahre und 4 Monate, Jan. 2015 - Apr. 2018

  Financial Planner

  RBC - Toronto

  - Responsible to grow and expand a portfolio of clients using value-based relationship management practices, achieving performance targets. - Provided tailor-made financial planning advice and help clients reach their goals, using investment, credit, and consulting and banking solutions. - Created strong relationships with service partners and local markets to optimize business opportunities and referrals. - Developed financial plans, and seminars that generated savings to the Company.

• 2 Jahre und 11 Monate, März 2012 - Jan. 2015

  Expert Senior Account Manager / Private Banker

  RBC

  Senior Account Manager / Private Banker: I am committed to provide my clients with a personal, confidential and proactive approach to manage their offshore and domestic wealth management needs. Leveraging the extensive capabilities available across network. I am able to deal with our multiple service providers and thus advise my clients on on credit, trust, investment, cash management solutions and more, from the simplest transactions to the most complex.

• 1 Jahr und 6 Monate, Okt. 2010 - März 2012

  Senior Account Manager

  Royal Bank of Canada (RBC)

  Senior Account Manager: My role was to establish and grow long term relationships by collaborating with a portfolio of clients with evolving personal banking needs. By providing superior service & financial advice, I was able to achieved exceptional client loyalty. My focussed was retaining, growing and attracting clients through an ongoing discovery approach. I acquired superior knowledge in banking, credit, Investments, Estate Planning and Succession of a Business.

• 2 Jahre und 11 Monate, Dez. 2007 - Okt. 2010

  Expert Account Manager

  Royal Bank of Canada (RBC)

  Expert Account Manager: I was to responsible to serve walk-in clients, open new personal accounts and cross-sell additional services such as credit cards, loans, overdraft and investments. I was also accountrable to maintain and grow the customer portfolio by identifying and promoting personal banking solutions with a continuous focus on customer service and new business development. I was stablishing mortgages, Loans, Investments, trading accounts and banking facilities.

• 1 Jahr und 2 Monate, Nov. 2006 - Dez. 2007

  Expert Customer Service

  Royal Bank of Canada (RBC)

  Expert Customer Service: My role was supervised and mentor new members to the customer service position, provide them with guidance and best practices as they interact with clients. I assisted and supervised with financial transactions such as deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfers, and foreign currency exchanges. Look for sales opportunities with all clients & build strong relationship with Account Managers. Exceeded the sales and referral targets weekly.

• 1 Jahr und 1 Monat, Nov. 2005 - Nov. 2006

  Customer Service Representative

  Royal Bank of Canada (RBC)

  Customer Service Representative: My role was to respond to client-initiated contacts, delivering fast and efficient service, assisting with financial transactions such as deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfers, and foreign currency exchanges. Resolve problems at first point of contact. Look for sales opportunities with all clients and refer to appropriate internal officers. Adhere to compliance routines in carrying out transactions.