Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

'Nana Yaa Addo-Yobo

Wealth Management Advisor
Accra

Summary

Tactical Wealth Management Advisor committed to advising clients on best investment opportunities to suit personal financial goals. Logical and strategic professional certified in ACCPA. Expertise in risk management, advanced accounting and portfolio optimization. Commended for consistently generating $7.4 million in product revenue. Accomplished Relationship Mnaghement with 11-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

Overview

11
years of professional experience
3
years of post-secondary education
2
Languages

Work History

First Atlantic Bank Ghana
Accra

Wealth Management Advisor
12.2021 - Current

Job overview

  • Identified clients' financial conditions and needs through financial planning analysis.
  • Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Sold and delivered bank products and services to affluent clients, successfully selling over $60,000,000 in products and services.
  • Managed account needs for 15 high-worth clients with values more than $20,000,000 in yearly revenue.
  • Managed client portfolios of stocks, bonds, bank accounts and property documents.

First Atlantic Bank
Accra

Credit Operations Manager
02.2020 - 12.2021

Job overview

  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Identified improvement changes regarding key processes for internal controls and accounting procedures.
  • Supported financial director with special projects and additional job duties.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Developed strategic plans for day-to-day financial operations.
  • Established and checked coding procedures, monitored reports and updated internal files.

First Atlantic Bank
Accra

Commercial Relationship Manger
03.2019 - 02.2020

Job overview

  • Created plans and communicated deadlines to complete projects on time.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Managed team of employees, overseeing hiring, training and professional growth of employees.
  • Monitored company inventory to keep stock levels and databases updated.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Facilitated new client onboarding process and investment account setup.

First Atlantic Bank
Accra

Private Banking Relationship Manager
05.2017 - 02.2019

Job overview

  • Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Fidelity Bank
Accra

Personal Banking Advisor
01.2011 - 04.2017

Job overview

  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Utilized FLEXCUBE CRM tool to generate leads.
  • Produced and executed loan packages.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Set risk management policies to mitigate bank losses.
  • Exceeded sales goals in [Area] and [Area] on consistent basis.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Created and managed community events and customer promotions.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.

Education

NewYork Institute of Arts And Design
NewYork

Associate of Arts from Interior Design
01.2020 - 08.2022

Project Management ,Cambridge Center of Excellence
Accra , Ghana

No Degree from Pmp
05.2001

Skills

Investment planning

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Timeline

Wealth Management Advisor

First Atlantic Bank Ghana
12.2021 - Current

Credit Operations Manager

First Atlantic Bank
02.2020 - 12.2021

NewYork Institute of Arts And Design

Associate of Arts from Interior Design
01.2020 - 08.2022

Commercial Relationship Manger

First Atlantic Bank
03.2019 - 02.2020

Private Banking Relationship Manager

First Atlantic Bank
05.2017 - 02.2019

Personal Banking Advisor

Fidelity Bank
01.2011 - 04.2017

Project Management ,Cambridge Center of Excellence

No Degree from Pmp
05.2001

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'Nana Yaa Addo-YoboWealth Management Advisor