Brigitte Fenner Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Toronto, Ontario, Canada

Toronto

• Providing integrated planning and advice to RBC’s mass affluent clients in the Retirement Life Stage – primary focus on the mass affluent clients with investible assets over $100,000• Translating advice into investment, credit, and everyday banking solutions• Grow and retain a portfolio of high-value clients through the delivery of Your Future by Design Advice Experience• Acquiring new financial planning clients through client referrals and centers of influence, and partnering with private banking and wealth management colleagues to ensure high-net worth clients are offered appropriate level of service

Toronto

• Promoted, sold and delivered full range of personal banking products and services such as mortgages, personal credit lines, mutual funds, RRSP, credit cards• Developed investment and credit analysis skills to structure complex proposals appropriately to meet clients’ needs while ensuring all CIBC risk management criteria and conditions are met• Meeting with customers to define and identify/analyze their investment and borrowing financing needs and goals• Recognized and acted on referral and sales opportunities

Zurich

• Individually managed over 200 client portfolios with a combined value of over $150 million• Successfully executed a client acquisition initiative which resulted in $10 million of new assets• Successfully marketed the bank’s investment products to an international clientele• Incorporated bank’s strategic directives into client’s existing portfolios• Prepared and conducted client performance review meetings and client correspondence• Trained and managed an administrative assistant

Switzerland

• Individually managed relationships with 150 private banking clients with a combined value in excess of $100 million• Organized client meetings in Switzerland and abroad to continuously develop and expand relationships• Executed and controlled standard derivatives transaction’s and calculated credit margins for clients• Managed relationships with independent asset managers to ensure that client and firm objectives were being achieved

Switzerland

• Individually managed relationships with 150 private banking clients with a combined value in excess of $100 million• Organized client meetings in Switzerland and abroad to continuously develop and expand relationships• Executed and controlled standard derivatives transaction’s and calculated credit margins for clients• Managed relationships with independent asset managers to ensure that client and firm objectives were being achieved