Aqeel Azmi

Aqeel Azmi

Account Director / Relationship Manager

Followers of Aqeel Azmi3000 followers
location of Aqeel AzmiToronto, Ontario, Canada

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  • Timeline

  • About me

    Private Banking & Wealth Management | IFIC Certified

  • Education

    • London South Bank University

      2014 - 2016
      Bachelor's degree International Economics 92.00
    • Humber College

      2022 - 2023
      Postgraduate Certificate Global Business Management 89.00 GPA

      Activities and Societies: On the Dean’s honor list for final year. Specialization in International Business Management.

  • Experience

    • Glover Daniels International

      Feb 2017 - Feb 2019
      Account Director / Relationship Manager

      ● Led a cross-functional team of 20+ members in finance and market research, effectively driving collaboration to achieve project objectives with small businesses and MNCs.● Identified and implemented 10+ innovative solutions and process optimizations, significantly contributing to continuous growth and goal attainment within the team.● Demonstrated entrepreneurial problem-solving skills by successfully addressing 50+ project challenges within tight deadlines and evolving contexts.● Managed a budget of $600,000 and adeptly allocated resources efficiently to maximize project efficiency and profitability. Show less

    • Standard Chartered Bank

      Feb 2019 - Jul 2022
      Assistant Manager - Private Banking

      ● Cultivated and managed relationships with a diverse portfolio of affluent individuals, overseeing approximately 150+ clients to deliver tailored financial solutions.● Achieved an impressive average portfolio ROI of 10% through data-driven investment strategies, translating into substantial financial gains for high-net-worth clients.● Implemented tax-efficient investment strategies resulting in a 15% reduction in tax liabilities for client portfolios, enhancing overall wealth preservation.● Collaborated with 20+ stakeholders across departments, including Transaction and Wholesale Banking, to facilitate seamless execution of transactions and optimize financial outcomes.● Conducted 100+ portfolio reviews and analyses, identifying opportunities for optimization and risk mitigation while maintaining a client-centric focus. Show less

    • Randstad Canada

      Sept 2023 - Dec 2023
      Talent Acquisition Recruiter

      ● Collaborated with 10+ multinational corporations (MNCs) in Toronto, ensuring recruitment strategies were aligned with organizational goals and vision through active stakeholder engagement.● Partnered closely with senior recruiters and hiring managers to identify top talent, conducting interviews with 100+ candidates and employing a results-oriented approach in candidate sourcing and engagement.● Collaborated with cross-functional teams to streamline recruitment processes, optimizing candidate experience and enhancing overall recruitment effectiveness, resulting in a 20% reduction in time-to-fill vacancies.● Addressed recruitment challenges and met project deadlines effectively, resolving 50+ issues with adept problem-solving skills and fast-paced decision-making abilities. Show less

  • Licenses & Certifications

    • Certificate in Wealth & Investment Management

      The Chartered Institute for Securities & Investment (The CISI)
    • Canadian Securities Course

      Canadian Securities Institute
    • Investment Funds in Canada

      Canadian Securities Institute
      Apr 2024