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Laila H. — Senior Manager Wealth Management from Canada

Laila H.

Senior Manager Wealth Management

Canada 6+ years
Open to offersNew to Platform
Languages
English
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About

Laila H. is a Senior Manager with a proven track record in the financial services industry, particularly in client credit structuring and portfolio management. Stationed in Montreal, she excels at strategic initiatives that drive revenue growth and client acquisition for high-net-worth personal and business clients within highly regulated environments. Her tenure at RBC includes leading a team of 35 representatives, achieving a 20% annual sales growth through portfolio expansion and strategic cross-selling. Laila has successfully managed over 150 personal and small business portfolios across Quebec, originating and closing complex lending solutions valued between $50–150M. She partners with cross-functional teams, including credit and legal departments, to execute multi-million-dollar financing deals, maintaining strict governance and compliance. Her bilingual proficiency in English and French further enhances her capability to deliver tailored financial solutions and maintain a 95% client retention rate. Laila’s expertise is underscored by her recognized ability to improve team performance and exceed sales quotas, contributing to substantial revenue growth across Canada.

Experience

  • Manager Client Credit Structure

    RBC · 2019 — Present
    Oversaw a portfolio of over 150 personal and small business clients in Quebec, focusing on performance, retention, and satisfaction. Engaged directly with clients to identify financing needs and present tailored credit solutions, including complex lending options. Collaborated with credit, legal, and operations teams to execute multi-million-dollar financing deals while ensuring compliance and governance.
  • Associate of Credit Structure

    RBC · 2017 — 2019
    Maintained strong relationships with top clients, achieving a high retention rate. Developed customized financial solutions that supported client acquisition and portfolio growth. Addressed complex client issues efficiently, enhancing trust and engagement.
  • Credit Analyst

    RBC · 2015 — 2017
    Managed a portfolio of personal profiles across Canada, focusing on inbound client engagement. Increased client revenue through tailored financial solutions and services. Improved coordination with various teams to reduce deal turnaround time significantly.
  • Sales and Services Representative

    RBC · 2010 — 2015
    Handled a high volume of client interactions through various channels, ensuring timely inquiry resolutions. Conducted KYC and compliance-related activities adhering to AML regulations. Recognized for professionalism and consistent performance in a fast-paced environment while maintaining client satisfaction.

Skills & Expertise

Education

  • Real Estate/ Mortgage Representative/ Appraisal Diploma
    Champlain College · 2006 — 2008

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