Angelus Fermin

Experience

• 

  Citi

  Sept 2003 - Feb 2006

  Client Financial Analyst
• 

  HSBC

  Jan 2006 - Aug 2016

  Premier Relationship Manager V.P.

  Managing a portfolio of over 380 clients with over $300 Million dollars in investible assets, while contributing to branch profitability via relationship management and the effective business development, solicitation and selection of deposit, investment and credit products.• Advise clients on making financial decisions and attaining their financial objectives; cross-sold investment and insurance products in line with the client’s objectives.• Execute market strategy, retain/grow client portfolios, develop new business, and identify revenue opportunities.• Assist clients in setting up cross-border accounts within other counties where HSBC is located.• Develop centers of influence, organize employee engagements, and manage sales staff to help them achieve established both individual and branch goals, and improve performance.• Retain and deepened relationships with most affluent clients who generate more revenue to the bank.• Conduct compliance and regular branch audits. Show less

• 

  Citi

  Aug 2016 - Mar 2019

  Citigold Relationship Manager
• 

  JPMorgan Chase & Co.

  Mar 2019 - now

  Vice President