Soren Lewis
Wealth Relationship Manager
Simi Valley,United States
Summary
A Client Relationship Manager with an impressive 12+ years of experience, adept at harnessing investment acumen and relationship-building skills to secure and elevate the financial futures of affluent and High Net Worth clients. This professional has demonstrated a visionary approach by managing over 600 households, achieving a 25% business growth in the last year, and standing out as a top referral source in insurance. With a solid foundation in technical systems operations and a flair for persuasive communication, they are dedicated to delivering comprehensive financial solutions, ensuring unparalleled client satisfaction and sustained business expansion.
Overview
12
12
years of professional experience
Work History
WEALTH RELATIONSHIP MANAGER AVP
CITIGROUP
NEWBURY PARK AND AGOURA HILLS, CA
06.2022 - 03.2024
- Successfully manage over 600 households at 2 separate offices.
- Grew book of business by 25 percent in last 12 months.
- Recognized, built, and deepened relationships to gain wallet share of the affluent and High Net Worth segment - Acquired 2.5 Million in outside brokerage assets in January.
- Utilized financial planning, in-depth discovery, and profiling skills to understand clients' banking, credit, and investment needs and goals.
- Provided holistic financial solutions to clients by collaborating closely with highly specialized partners( Wealth Advisor, Financial Planners, Portfolio Consultants, Insurance Specialist etc.)- top WRM's in insurance referrals last year.
PREMIER BANKER
WELLS FARGO BANK
MOORPARK, CA
01.2013 - 06.2022
- Utilized interpersonal skills, especially listening, to ensure the client is provided the correct product or service to fit their exact need.
- Brought aboard partners to provide the most well-rounded needs assessment execution.
- Mentored bankers and tellers in their continued growth and financial acumen.
- Recognized by customer and upper management alike for 'going above and beyond expectations' and 'providing outstanding service and attention to clients.
- Awarded platinum dinner for going above and beyond client expectations.
INSURANCE AGENT
WORLD FINACIAL GROUP
Agoura Hills, CA
01.2012 - 01.2013
- Licensed Life and Health Insurance Agent.
- Build competent sales team through active prospecting and talent acquisition.
- Meet the needs of clients by researching and providing products to meet their individual needs.
- Create plan for future changes in finances, including retirement, college and individual investments.
Education
B.S. Business Administration & Management -
Western Governors University
04.2024
Timeline
WEALTH RELATIONSHIP MANAGER AVP
CITIGROUP
06.2022 - 03.2024
PREMIER BANKER
WELLS FARGO BANK
01.2013 - 06.2022
INSURANCE AGENT
WORLD FINACIAL GROUP
01.2012 - 01.2013
B.S. Business Administration & Management -
Western Governors University
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