Daniel Tam

Daniel Tam Email and Phone Number

Wealth Relationship Manager at Vancity and Credential Asset Management @ Vancity
vancouver, british columbia, canada
Daniel Tam's Location
Vancouver, British Columbia, Canada, Canada
Daniel Tam's Contact Details

Daniel Tam personal email

Daniel Tam phone numbers

About Daniel Tam

• Enthusiastic about helping individuals and discovering unique solutions for them• Team player with leadership qualities• Detail oriented; banking operations excellence • Strong interpersonal communication skills• Fluent in English and Cantonese; conversational Mandarin and French • Computer literate: MS Word, Excel, PowerPoint; Adobe PhotoShop, Illustrator, InDesign

Daniel Tam's Current Company Details
Vancity

Vancity

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Wealth Relationship Manager at Vancity and Credential Asset Management
vancouver, british columbia, canada
Website:
vancity.com
Employees:
1944
Daniel Tam Work Experience Details
  • Vancity
    Wealth Relationship Manager
    Vancity Mar 2022 - Present
    Greater Vancouver, British Columbia, Canada
    • Implement holistic financial planning for a diverse portfolio of clients; providing comprehensive understanding of current market conditions, investment strategies and the incorporation of ESG in mutual fund solutions• Collaborate with peers and lead branch campaigns to motivate staff in generating high quality referrals, resulting in an increase of closed referrals mutual fund solutions • Open 100 new accounts and generate over $2 Million in sales between own book and referrals to other advisors in the last year, averaging over $100,000 in monthly sales volume
  • Vancity
    Securities Administrator
    Vancity Mar 2020 - Mar 2022
    Greater Vancouver, British Columbia, Canada
    • Provide comprehensive knowledge of back-end processes and procedures to advisors allowing them to reach appropriate solutions for clients • Develop and hone fundamental knowledge on funds and overall market behavior • Manage requests, facilitate transfers and execute trades within a timely manner
  • Vancity
    Financial Services Coordinator
    Vancity Sep 2018 - Mar 2020
    Greater Vancouver, British Columbia, Canada
    •Use effective conversation skills in understanding members’ immediate needs and work collaboratively with Account Managers•Open new retail accounts and complete onboarding applications with Account Managers•Provide Senior teller coverage; proficient in balancing End of Day postings and ATM Settlement •Train junior tellers and delegate tasks
  • Vancity
    Financial Services Representative
    Vancity Sep 2017 - Sep 2018
    Greater Vancouver, British Columbia, Canada
  • Sport Chek
    Sales Advisor
    Sport Chek Oct 2015 - Sep 2017
    Richmond, British Columbia
    • Provide comprehensive product knowledge to customers allowing them to reach appropriate solutions for their unique lifestyles• Coach and guide new associates; delegate tasks to junior associates • Make prompt decisions and perform multiple given tasks quickly and precisely while providing exceptional service to customers • Coordinate with team members to optimize task and customer efficiency • Build friendly rapport and connect with customers through sharing personal experience
  • New Century Cabinets
    Apprentice
    New Century Cabinets Jul 2015 - Sep 2015
    Richmond, British Columbia
    • Visited project sites to acquire and analyze information such as installation location, measurements• Cabinet installation: residential kitchens, bathroom vanities

Daniel Tam Skills

Microsoft Office Microsoft Excel Powerpoint Microsoft Word Autocad Public Speaking Sketchup

Frequently Asked Questions about Daniel Tam

What company does Daniel Tam work for?

Daniel Tam works for Vancity

What is Daniel Tam's role at the current company?

Daniel Tam's current role is Wealth Relationship Manager at Vancity and Credential Asset Management.

What is Daniel Tam's email address?

Daniel Tam's email address is da****@****ail.com

What is Daniel Tam's direct phone number?

Daniel Tam's direct phone number is +177886*****

What skills is Daniel Tam known for?

Daniel Tam has skills like Microsoft Office, Microsoft Excel, Powerpoint, Microsoft Word, Autocad, Public Speaking, Sketchup.

Who are Daniel Tam's colleagues?

Daniel Tam's colleagues are Jasbir Sidhu, Donald Halabi, Kim Mercer, Cia, Crma, Mini Somasundram, Janet Wright, May Chua, Taylor Collette.

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