Carlos Cardenas, Cim® Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well integrated service areas:1) Asset Management2) Planning, Structuring & Trust3) Specialized BankingWe’re a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Toronto Y Alrededores, Canadá

As a Private Banking Associate, I am responsible for providing sales solutions and service through regular client interactions. I deliver exceptional customer service to International Private Baking’s High Net Worth clients. As a key member of the client relationship team I am responsible that the client experience is delivered through appropriate service partners.Key Responsibilities:• Deliver financial service through the presentation of options with a recommendation that clearly… Show more As a Private Banking Associate, I am responsible for providing sales solutions and service through regular client interactions. I deliver exceptional customer service to International Private Baking’s High Net Worth clients. As a key member of the client relationship team I am responsible that the client experience is delivered through appropriate service partners.Key Responsibilities:• Deliver financial service through the presentation of options with a recommendation that clearly articulates the value to the client. • Deliver superior client experience and assist the Private Banker in providing responsive execution and delivery of client transactions.• Clearly outlines to clients the expected steps of every process and keeps them apprised of the status of their inquiry.• Demonstrate commitment to take ownership and ensures problems are resolved to the client’s satisfaction, leveraging partners for effective resolutions and advising the Private Banking of potential escalation. Show less

Key Accomplishments: • Contributes to client experience and team sales results by assisting clients with their full range of financial needs including day to day banking, borrowing or saving. • Takes a client focused approach to effectively assess client financial needs, provide advice and proposing product solutions that meet these needs. • Identifies additional client needs for cross-sell opportunities with the goal of deepening client relationships and building… Show more Key Accomplishments: • Contributes to client experience and team sales results by assisting clients with their full range of financial needs including day to day banking, borrowing or saving. • Takes a client focused approach to effectively assess client financial needs, provide advice and proposing product solutions that meet these needs. • Identifies additional client needs for cross-sell opportunities with the goal of deepening client relationships and building long-term profitable relationships. Show less

Bachelor In Business Administration

Education record

Education record

Education record