
Royan Ramkissoon
As a Banking and Finance Specialist in the modern world, possessing the unique set of skills to bring... | Thornwood, New York, United States
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Royan Ramkissoon’s Emails ro****@ci****.com
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Royan Ramkissoon’s Location Thornwood, New York, United States
Royan Ramkissoon’s Expertise As a Banking and Finance Specialist in the modern world, possessing the unique set of skills to bring top-notch customer service organizational challenges. By providing accurate and unbiased financial knowledge, I delivered the best investment advice across various investment products and wealth opportunities. My current banking role enables me to employ strategic financial management and overall investment administration expertise. Some of my notable skills highlights and strengths that will be beneficial for this position include: ✮ Financial Consultation: Analyze clients’ needs to leverage the development of financial strategies and facilitate delivery of comprehensive financial plans to ensure long-term financial sustainability for clients while also studying various client portfolios to identify additional investment strategies. ✮ Relationship Development: Build solid relationships with clients and apply financial acumen to help clients realize financial goals via financial planning and roadmap. ✮ Financial Acumen: Showcase strong finance knowledge to explain financial markets and economic conditions to clients in an easy-to-understand language. The passion for wealth management emanates from my experiences to observe the value it brings to the financial industry, thus pushing me to realize that every task can influence its long-term success. As an extraordinary team player, I can steer multiple diverse departments' coordination serving as the key point person. Serving for customer-facing operations has taught me to execute tasks with a mindset that encompasses all parties involved. If you share a similar vision, let’s connect! You can reach me here or through [email protected] Expertise: Wealth Management Sales Brand Marketing Project Management People Management Coaching Teaching Financial Planning Financial Advising & Consulting Asset & Wealth Management Client Services Management
Royan Ramkissoon’s Current Industry Citi
Royan
Ramkissoon’s Prior Industry
Champions Learning
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Axa Financial Advisors
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Axa Advisors
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National Securities
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Capital One
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Citi Personal Wealth Management
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Citi
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Work Experience

Citi
Senior Wealth Relationship Manager
Thu Jun 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Citi Personal Wealth Management
Wealth Relationship Manager
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Citi Personal Wealth Management
Financial Advisor
Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Capital One
Financial Advisor
Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
National Securities
Investment Executive
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Axa Financial Advisors
Intern
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Axa Advisors
Intern
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Champions Learning
Tutor
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)