Alexia Kitoko Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

• Coaching users of Conquest Planning application and offering in-depth expertise through functional support and modeling financial planning concepts.
• Conducting comprehensive training sessions and hosting webinars on Conquest Planning application.
• Expanding Conquest Financial Literacy Program to enhance financial knowledge and skills within the company.

Toronto, Ontario, Canada

• 123 Finance aspires to become a global reference in financial literacy, creating a future where financial education is accessible to all, without linguistic or social barriers.
• 123 Finance is on a mission to empower francophone, English-speaking and bilingual communities through interactive workshops and engaging panels.

Toronto, Ontario, Canada

• Provided technical expertise through financial advice and planning recommendations into the coaching conversation with the Financial Planners, Associates, Private Bankers, Investment Advisors & PH&N Investment.
• Empowered the entire RBC Sales Force throughout Canada in order to lead to business referrals and revenue generation
• Embodied the technical expert of the Financial Planning Software and Calculators

Toronto, Ontario, Canada

• Undertook the process of financial and non-financial transactions on registered and non registered accounts
• Provided an excellent customer service to an important dealer network
• Acquired a distinctiveness on registered and non-registered accounts on different legislation throughout Canada

Luxembourg, Luxembourg

• Performed investment proposals and wealth planning solutions for UHNWI
• Undertook clients’ credit records and reviews (Lombard, treasury loans, refinancing loans)
• Managed the Advisory Portfolio Management Offering in the Private Bankers’ team

Paris Area, France

• Coordinated the implementation of a Wealth Management department
• Built up a client portfolio and commercialized investment products and tax exemption solutions
• Advised clients on their investments according to their risk profile and expected performances

Paris Area, France

• Nurtured the relationship with French and International clients
• Performed mortgages records, reviews and commercialized insurances and financial products
• Was a team player and collaborated well across the company

Paris Area, France

• Undertook wealth planning and financial planning records for HNWI
• Advised clients on their investments and faced clients’ issues related to French tax, expatriation, etc.
• Commercialized French and Luxembourgish life insurance policies

Paris Area, France

• Coordinated the wording and the design of tax exemption products and investment solutions’ sheets
• Ran the update of wealth management products’ tax information such as discretionary mandates
• Acquired a technical knowledge in wealth management products & investments

Le Vésinet, Île-de-France, France

• Supported the Head of the Wealth Management Office and lead the preparation of clients’ meetings
• Performed wealth planning solutions & assessed the financial health of the partner insurance companies
• Hold the management software of the company called CGPOffice

Paris Area, France

• Lead financial and wealth planning for clients
• Commercialized banking services, insurances & bonds
• Undertook clients' loans and credits records and performed the opening of deposits and savings accounts

Paris Area, France

• Performed phone reception and greeted clients
• Managed current banking operations: withdrawals, deposits and transfers
• Scheduled appointments and maintained clients' satisfaction

Boucherville, Quebec, Canada

• Performed the sales analysis of mailboxes and address plates’ shelves
• Managed the selection of a new range of products and the establishment of a new merchandising
• Carried out surveys and created analysis tools (planograms, competitive intelligence)

Paris 16, Île-de-France, France

• Promoted Max Havelaar (brochure distribution)
• Greeted customers and carried out surveys

Master’S Degree, Wealth Management & Private Banking

• International Finance, Financial Markets, Financial Mathematics, Stock-Options, Derivatives, Portfolio Management • French Fiscal Law.

Bachelor'S Degree, Wealth Management

• Learning of basic techniques necessary to achieve wealth planning & investment strategies

Bachelor’S Degree, Insurance, Bank & Finance

• Learning of financial markets, banking & insurance products University research paper : "Phenomenon of the Bank Insurance.

Bachelor’S Degree, Trade & Marketing Techniques

• Learning of sales techniques, negotiations & argumentation