Wealth Banking Officer
Downloadable biography (PDF)
Having working in the financial services industry for over 10 years, Dora has developed a strong focus on establishing effective relationships with clients, advisors, as well as internal partners to her position as Wealth Banking Officer at Manulife Private Wealth. She delivers a high level of service to HNW clientele and provides support to the full suite of banking solutions on the Private Banking platform.
Earlier in her career, Dora started out working in the Insurance area at a large financial institution and later transitioned into working on the Investment Operations side at one of the major Banks in Canada. She has progressed into different positions at the Bank in the last 5 years where she has gained professionalism working with advisors and producers to create a smooth, efficient and exceptional Client Service experience.
A graduate of Simon Fraser University, Dora holds a Bachelor of Arts in Economics. She is fluent in English, Cantonese and Mandarin. In her spare time, Dora enjoys hiking, biking and travelling. For the past two years, she has been an active member of Toastmasters International, a nonprofit educational organization which helps members cultivate better communication, public speaking and leadership skills. She has been involved as a Club Officer since last year to assist members with education rewards and manage mentor program for new members. Dora currently resides in Vancouver with her family.
Manulife Private Wealth offers comprehensive wealth management solutions to clients with unique personal and financial goals.