Andy Wang is a Investment Advisor at RBC Dominion Securities. He possess expertise in banking, investments, finance, financial services, credit and 12 more skills. He is proficient in French, English and Cantonese. Colleagues describe him as "Andy is a true professional that works tirelessly in order to ensure that his clients get the best overall customer experience. He cares about finding out their needs and believes that he is able to make a difference based on his recommendations. He is someone I will gladly recommend. "
-
Investment AdvisorRbc Dominion SecuritiesMontreal, Qc, Ca -
Vice President Of Asian Market, Rbc Quebec RegionRbc Apr 2024 - PresentMontreal, Quebec, Canada -
Branch ManagerRbc Mar 2024 - Oct 2024 -
Regional Head Asian Market (Quebec/Atlantic/Ottawa Region)Hsbc Wealth & Personal Banking Jun 2021 - Apr 2024Montreal, Quebec, CanadaResponsible Regional de Gestion Bancaire Asiatique -
Branch Manager | Directeur De La SuccursaleHsbc Retail Banking And Wealth Management Jan 2016 - Apr 2024Montreal, Canada AreaResponsible for driving business development and performance of retail banking and wealth management, using the bank's suite of services. Ensure close link-up with commercial banking team and other partners within the bank. Drive the implementation of changes within the retail banking network. -
Premier Relationship Manager汇丰 Oct 2013 - Dec 2015Montreal, Canada AreaHSBC Canada Nationally Ranked NO.1 Premier relationship manager YTD 2015Ranked #1 Nationally (included 4 regions of Canada - British Columbia,Ontario,Quebec and Western)for KPI Leaderboard in 2015 (Average Total outcome KPI 428.5% per month)with more than $60 million CAD in Net New Money Growth + more than 90 Actual Net Premier Wealth Qualified Client Growth + NET 10Million CAD mutual funds sales + NET 19 Million CAD Private Banking referral.Ranked Nationally #1 for HSBC STEP referral programme result in 2014(hsbc.ca/share)* Responsible for managing a portfolio of internationally minded high net-worth and affluent Premier clients.* Share responsibility for attaining branch sales goals with management team. * Provide coaching and work direction to branch personnel.* Directly responsible for managing the work direction & performance of the HSBC Premier Officer.* Responsible for staff sales motivation including branch contests.* Proactively developing new client business through team portfolio management, which includes solicitation of client referrals and promotion of products.* Conduct presentations about HSBC's global proposition & Investments services to professional firms & Commercial prospects.* Sales and promotions of investment products such as: RRSP, RESP, RRIF, TFSA, GIC, Term Deposits, Mutual Funds, HSBC World Selection Portfolios, HSBC Private Investment Management Solutions & HSBC InvestDirect.* Providing Lending solutions: Residential Mortgages, Demand Loans, HSBC Premier World MasterCard & HSBC Premier Personal Line of Credits. -
Relationship ManagerHsbc Retail Banking And Wealth Management Nov 2012 - Oct 2013Montreal, Canada AreaRanked #1 in QUEBEC & ATLANTIC & #13 Nationally for Total KPIs Leaderboard in 2013.Responsible for managing a portfolio of 500+ Advance & Retail clientele who are internationally minded.* Proactively developing new client business through team portfolio management, which includes solicitation of client referrals and promotion of products.* Sales and promotions of investment and lending products such as: RSP, TFSA, GIC, Term Deposits, Mutual Funds, HSBC World Selection Mutual Funds Portfolios, Mortgages, Personal Line of Credits, Personal Loans and Creditor Insurance.* Continuous asset gathering activities such as participating in networking events, cold calling, portfolio development and community involvement. *** Extensive in-house training: Advance Personal Credit Analysis & Management (5 Day Training), Creditor Insurance and Investments (Mutual Funds & Market Linked GIC) -
Personal BankerHsbc Retail Banking And Wealth Management Oct 2011 - Sep 2012Montreal* Performs a variety of sales and service activities to retail and commercial clients.* Emphasis on client conversion, acquiring new account relationships, making qualified referrals and developing existing client portfolios through the cross and up-sell of LBC products & services.*Responsible for ensuring the accurate and timely processing of all activities.* Provide basic operational support to the business as required.* Customer Service.
Andy Wang Skills
Andy Wang Education Details
-
Business Management -
Marketing Strategy & Consumer Behavior
Frequently Asked Questions about Andy Wang
What company does Andy Wang work for?
Andy Wang works for Rbc Dominion Securities
What is Andy Wang's role at the current company?
Andy Wang's current role is Investment Advisor.
What schools did Andy Wang attend?
Andy Wang attended Ecole Supérieure De Commerce Et De Management - Escem, London Metropolitan University.
What are some of Andy Wang's interests?
Andy Wang has interest in Children, Arts And Culture, Environment, Health.
What skills is Andy Wang known for?
Andy Wang has skills like Banking, Investments, Finance, Financial Services, Credit, Risk Management, Sales, Loans, Microsoft Office, Credit Risk, Portfolio Management, Retail Banking.
Who are Andy Wang's colleagues?
Andy Wang's colleagues are Suleman Peracha, Kathryn Warren, Dan Tookey, Chan Harold, Josianne Denis, Samarth Kak, Mfin, Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi.
Not the Andy Wang you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial