
Aqeel Azmi
Account Director / Relationship Manager

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About me
Private Banking & Wealth Management | IFIC Certified
Education

London South Bank University
2014 - 2016Bachelor's degree International Economics 92.00
Humber College
2022 - 2023Postgraduate Certificate Global Business Management 89.00 GPAActivities and Societies: On the Dean’s honor list for final year. Specialization in International Business Management.
Experience

Glover Daniels International
Feb 2017 - Feb 2019Account 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 2022Assistant 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 2023Talent 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
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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 InstituteApr 2024
Languages
- enEnglish
- siSinhalese
- arArabic
- frFrench
- taTamil
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