Arvin Walia

Background

About Arvin Walia

Passionate about creating a unique approach to Financial Planning! Extensively trained global wealth management executive with expertise in investment sales, cross border guidelines, offshore services, sales quality and private banking operations. Proven ability to launch start-up operations, grow existing programmes, and manage wealth management sales campaigns. Skilled in engaging cross-functionally with banking executives and operational leaders to develop and lead execution of operational and overseas strategies to support corporate growth and wealth penetration. Proficient in building teams by evaluating performance metrics to identify individual mentoring needs and develop team improvement initiatives. Facilitate training programs to support adherence to cross border, anti-money laundering, Sales Quality and other industry and government rules and regulations; improve quality of sales records and reporting data; and prepare teams for internal audits. Introduce new consultative sales techniques and implement revised wealth propositions. Leverage strong multilingual communication abilities with engaging interpersonal skills to establish relationships and gain trust of key client executives and decision makers, develop high performing leaders of wealth management and investment services sales teams, and consistently earn high customer satisfaction and recommendation scores.