2011
Graduated in Tourism Management
Far Eastern University Manila
About Myself
My objective of being a General VA is to support clients in various administrative tasks, while a Medical VA aims to assist healthcare professionals in practice management and patient care. Similarly, the objective of a Facebook Ads Specialist is to drive successful advertising campaigns on the Facebook platform to meet clients' marketing goals.
General Virtual Assistant/ Medical VA/ FB Specialist
FB Ads Managment
General Virtual Assistant
Medical Virtual Assistant
Certificates
My Experience and Education
2021
-
2024
Citibank
(Phone Banker)
-Provided personalized wealth management advice and solutions to high-net-worth clients, tailored to their financial goals and risk tolerance.
-Managed a portfolio of wealth accounts, overseeing investment strategies, asset allocation, and risk management.
Conducted comprehensive financial analyses and reviews to assess clients' financial situations and recommend appropriate investment strategies.
-Implemented trades and executed investment transactions on behalf of clients, ensuring compliance with regulatory requirements and internal policies.
-Monitored portfolio performance, conducted regular reviews, and made adjustments as needed to optimize investment outcomes.
-Developed and maintained strong client relationships through regular communication, proactive outreach, and exceptional service delivery.
-Collaborated with internal teams such as investment research, legal, and compliance to address client inquiries, resolve issues, and ensure seamless account management.
-Participated in client meetings, presentations, and seminars to provide education on investment products, market trends, and wealth management strategies.
2016
-
2020
Wells Fargo LLC
(Phone Banker)
-Assisted customers in understanding and selecting the most suitable credit card options based on their financial needs and goals.
-Processed credit card applications and ensured all required documentation was accurate and complete.
-Educated customers on credit card features, benefits, and terms, helping them make informed decisions.
-Addressed customer inquiries, concerns, and disputes related to credit card accounts promptly and professionally.
-Reviewed credit card accounts regularly to identify opportunities for upgrades, limit increases, or additional services.
-Worked closely with credit underwriting teams to assess creditworthiness and mitigate risk.
-Met or exceeded sales targets by proactively promoting credit card products and cross-selling additional banking services.
-Stayed updated on industry trends, regulatory changes, and credit card market developments to provide relevant and timely advice to customers.
My Services
Medical Virtual Assistant
Will enhance Patient Care with Expert Medical Virtual Assistance!
General Virtual Assistant
Will boost Your Efficiency with Personalized Virtual Support!
FB Ads Management
Will unlock Your Business Potential with Expert Facebook Ads Management!