Andy Leung Email & Phone Number

Toronto, ON, CA

9600 Mccowan Rd

• Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goal
• Strive to achieve and improve service level agreements and productivity targets

8675 Mccowan Rd

• Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients.
• Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, and collaborate with others to ensure clients are connected to the right people and opportunities.
• Proactively contact clients by… Show more
• Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities by asking thoughtful financial questions, engage with customers and create.

8675 Mccowan Rd

• Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
• Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs
• Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth… Show more
• Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection Show less

7077 Kennedy Rd, Markham

• Engage clients in conversation to understand their immediate and future needs, handle objections, provide advice and appropriate products and services
• Proactively contact clients by phone and email to identify potential client needs, and schedule appointments to further discuss clients’ opportunities
• Work as part of a team to Identify and refer customers to team members and internal Bank partners as appropriate
• Contribute to the achievement of branch business objectives by… Show more
• Contribute to the achievement of branch business objectives by exceeding individual sales revenue goals Show less

7077 Kennedy Rd

• Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience
• Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner

Hong Kong

• Development of communication and presentation skills
• Active interaction with prestigious clientele
• Investment Planning:Use of various Investment Vehicles and Insurance Risk, Portfolio Development, Analysis and Diversification
• Insurance Planning and Risk ManagementAnalysis and Evaluation of Risk Exposure, Insurance and Healthcare Cost Management
• Retirement Planning and Estate PlanningOptions and Calculation Analysis of Qualified Plans, Regulatory and… Show more
• Retirement Planning and Estate PlanningOptions and Calculation Analysis of Qualified Plans, Regulatory and Documentation Consideration/Compliance Show less

Markham

• Processed transactions including sales and customer report.
• Solved customers’ complaints effectively and maintained customer satisfaction with a continuing focus on promotion of company products.
• Managing invoices and calculating daily closing balance.

Bachelor Of Arts (B.A.), Economics

Bachelor Of Arts (B.A.), Economics