Daelim Joo

Certified Financial Planner

Seoul

Summary

Accomplished Private Banker from Koreainvestment, adept at generating business leads and maintaining client relationships. Expert in financial analysis and market trends, significantly enhancing client investment strategies. Skilled in SNS writing and fluent in Korean, ensuring effective communication and personalized service. Proven track record in leveraging banking products for client success.

Developed strong analytical and client relationship management skills in high-paced financial environment. Effective in financial analysis and strategic planning. Seeking to leverage these skills in new field, aiming to drive impactful results and client satisfaction.

Overview

year of professional experience

Work History

Private Banker

Koreainvestment

12.2023 - Current

Generated new business leads by leveraging existing connections and attending industry conferences.
Demonstrated expertise in various banking products like loans or mortgages, ensuring clients make well-informed decisions.
Maintained long-term relationships with clients through regular communication, proactively addressing concerns, and providing market updates.
Supported client objectives with detailed financial analyses that informed strategic decisions related to investments, estate planning, insurance needs, philanthropy, and cash flow management.
Updated clients on changes in tax laws and other regulations affecting investments.
I have experience analyzing market data for clients and regularly creating and distributing reports via blogs and emails.

Education

Bachelor of Social Work - Social Psychology

Chung-Ang University

Seoul, South Korea

04.2001 -

Skills

SNS writhing

Post a Blog

Reading and Writing in Korean

Timeline