Ayda I Lupo
Chester
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Private Banker
Key Bank
Chester
09.2001 - Current
- Managed client portfolios to assess financial needs and goals.
- Developed comprehensive financial plans tailored to individual client circumstances.
- Provided investment advice based on market trends and client objectives.
- Educated clients on banking products and services for informed decision-making.
- Built strong relationships through effective communication and trust-building efforts.
- Conducted regular reviews of client accounts to ensure alignment with goals.
- Identified potential new business opportunities from existing clients and referrals.
- Maintained accurate records of client accounts including deposits, withdrawals, transfers, payments, securities trading activity.
- Conducted reviews of client portfolios to ensure investments are appropriate for their risk profile and goals.
Skills
- Problem solving
- Attention to detail
- Debt restructuring
- Loss prevention
- Banking
- Cross-selling products
Certification
- SERIES 6,63,65 AND 7
- HEALTH AND INSURANCE LICENSE
Timeline
Senior Private Banker
Key Bank
09.2001 - Current