Ichie W.

Analyst, Retail Portfolio Operations at CC&L

Ichie W. started working at RBC in 2013 as a Client Advisor and held this role until 2016. During this time, Ichie actively engaged with clients, listened to their needs, and provided personalized banking advice and solutions. From 2016 to 2017, Ichie worked as a Banking Advisor Intern, where they proactively engaged with clients, identified sales opportunities, and promoted personal banking advice.

In 2017, Ichie became a Client Advisor Expert, focusing on client education and leveraging technology to deliver a memorable client experience. They also managed the receptionist area and took ownership of client problems.

From 2018 to 2020, Ichie served as a Private Banking Associate, acting as the primary contact for clients and coordinating sales and fulfillment. They investigated and resolved client inquiries and ensured problems were resolved satisfactorily.

In 2020, Ichie transitioned to the role of Operations Agent with the Cards Specialized Fulfilment Group, where they maintained credit card accounts and followed operational risk policies and procedures. They took personal accountability for high performance and enhancing team results.

Ichie's most recent work experience is as an Analyst in Retail Portfolio Operations at Connor, Clark & Lunn Financial Group (CC&L), starting in 2023. The specific details of this role are not provided.

Ichie W. completed a Bachelor of Arts (B.A.) degree in Psychology from The University of British Columbia from 2008 to 2012. During the same period, Ichie W. also participated in the UBC Go Global Exchange Program at Aoyama Gakuin University, where they continued their studies in Psychology. In addition to their education, Ichie W. has a certification in Investment Funds in Canada from the Canadian Securities Institute (CSI). However, the month and year of obtaining this certification are not provided.

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Timeline

  • Analyst, Retail Portfolio Operations

    March, 2023 - present