Michael Sobocinski Email & Phone Number

Toronto, Ontario, Canada

Household and Family Office

Toronto, Canada Area

• Proposing and implementing financial solutions for personal and business clients. • Investigating, actioning, and solving client concerns, complaints, and completing time-sensitive requests. • Liaising with and supporting Wealth Management, PH&N, and Private Banking clients. • Referring high-value clients for mortgages, financial planning, investing, and retirement planning. • Building, maintaining, strengthening, and developing new and existing long-term client relationships. • Branch operations, confidential correspondence, cash management, branch records, and general ledgers. • Negotiating financial transactions, multi-channel, and digital enablement.

Greater Toronto Area, Canada

• Mobile Client Advisor supporting up to 50 branches across the GTA: Central, West End, East End, Midtown, North York, Etobicoke, and Mississauga. • Executing adaptive response, reactive, and emergency coverage support to RBC staff, vital branch services, and operations to bolster, and ensure business continuity. • Cultivating, growing, and deepening RBC client relationships with diverse client diasporas and demographics. • Helping, serving and engaging communities representing multitudes of age groups, languages, income levels, cultures, ethnicities, minorities, and religious backgrounds. • Protecting clients and communities: detecting, preventing, and investigating financial fraud and money laundering. Providing court requested affidavits for crown prosecution.

Toronto, Canada Area

• Prioritized potential client base sourced from "for Sale by Owner" websites based on sales conversion potentials. • Effectively pitched customers a unique new service that matched home buyers and sellers with real estate agents online. • Converted 80-100 leads to active online users by walking them through the account creation process and listing their property on the Commission Pitch website. • Created a computerized database of potential and converted clients for record keeping purposes.

Dubai, United Arab Emirates

• Generated and managed over 10 new accounts that included regional and multinational clients. • Facilitated company access to client decision makers such as purchasing, procurement, marketing, public relations and brand managers to assist with the attainment of new orders. • Newly secured accounts achieved required sales and profitability targets. • Regularly presented advertising campaign plans and appropriate project solutions to clients for approval or modification. • Worked with and managed 5 suppliers and subcontractors in printing, joinery, 2D and 3D designing. • Estimated costs of products and services from given supplier through negotiation keeping project budget and client interest in mind at all times. • Surveyed and assessed products before client delivery to ensure quality control standards were met.

Toronto, Canada

• Prepared clinic file database for government audit by chronological and alphabetical categorization including liquidation of no longer relevant documentation. • Organized medical records and catalogued current patient files. • Managed and delegated secretarial tasks to fellow administrative assistants for the structuration of the clinic file database that included medical records and patient folders.

Mcgill Personal Finance Essentials

personal finance, budgeting, saving, time value, debt, borrowing, investing, retirement planning, real estate, and behavioural finance.

Undeclared Major On Sabbatical, Fields: Liberal Arts, Humanities, Social And Life Sciences

Activities and Societies: Chaplaincy Studies in Sociology, Anthropology, and Classics with electives in Economics, Psychology, Philosophy.