Chu Chung Lee

A driven, adaptive, and knowledgeable sales and relationship manager who is specialized in CRM to deliver excellent outcome on business development and pipeline management.

ExperienceExperience

TDTD
Permanent Full-time · 1 yr 6 mosPermanent Full-time · 1 yr 6 mos
Investment SpecialistInvestment Specialist
Jan 2023 - Apr 2023 · 4 mosJan 2023 - Apr 2023 · 4 mos
Toronto, Ontario, Canada · HybridToronto, Ontario, Canada · Hybrid
• The Investment Specialist impact is in delivering an extraordinary client experience – by fostering a relationship of advice, trust, and confidence with existing TD clients.
• The primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals
• Employ excellence in business development practices, with emphasis on pipeline success.
• Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions.
• As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.• The Investment Specialist impact is in delivering an extraordinary client experience – by fostering a relationship of advice, trust, and confidence with existing TD clients. • The primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals • Employ excellence in business development practices, with emphasis on pipeline success. • Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions. • As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.
Financial AdvisorFinancial Advisor
Nov 2021 - Dec 2022 · 1 yr 2 mosNov 2021 - Dec 2022 · 1 yr 2 mos
North York, Ontario, CanadaNorth York, Ontario, Canada
CIBC logo
CIBCCIBC
Permanent Full-time · 1 yr 7 mosPermanent Full-time · 1 yr 7 mos
Senior Financial Services RepresentativeSenior Financial Services Representative
Apr 2021 - Nov 2021 · 8 mosApr 2021 - Nov 2021 · 8 mos
Financial Services Representative IIFinancial Services Representative II
May 2020 - Apr 2021 · 1 yr

Education

University of Prince Edward Island

Bachelor of Arts - BA, Spanish Language and Literature, Economics