Wealth Banking Officer
Having worked 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 high-net-worth 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. Over the last 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 had been involved as a Club Officer 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 clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.