Senior Manager Wealth Management
Open to offersNew to PlatformLaila 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.
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