Daniel Ninkovic
Barcelona,B
Summary
Early professional Master's student, with specialization in finance and international business. I am ambitious, adaptable, efficient and value practical approaches to problem-solving. I've worked in fast-paced, deadline-driven, high-intensity environments and have a strong desire to learn. Looking to work in dynamic environments
Overview
6
6
years of professional experience
Work History
Associate
Royal Bank Of Canada, Wealth Management
07.2021 - 09.2023
- Maintained relationships with high net-worth clients, managing financial needs through IPS (Investment Policy Statement) review, cash management, and planning
- Assisted portfolio manager with company spin offs, new issues, trading and rebalancing, over 10% growth in total client assets Q1 2022 into Q3 2023
- Within 6 months began allocation of bulk trade orders up to 2 million in market value, deploying investment strategies with minimized friction
- Client-first approach, clear and consistent communication, creating solutions to satisfy client needs
- Automated and streamlined workflows, prioritization and rapid execution of tasks to meet deadlines, requiring strong organizational and multi-tasking skills
- Rapidly learned IFRS and financial statement analysis, preparing financial reports for tax harvesting, income projection, and gain/loss history
- Designed website and reviewed digital marketing opportunities.
Banking Advisor
Royal Bank Of Canada, RBC
09.2019 - 06.2021
- Made and sustained client relationships to maintain and grow business, managing assets up to $100,000 per client within first six months, obtaining trade licensing within two months
- Helped clients make informed decisions on investment, credit and mortgage options, to achieve their financial goals
- Outbound calls, problem-solving, conflict resolution, leading frontline staff and working with senior level partners
Customer Experience Associate
TD Bank
07.2018 - 08.2019
- Acted as the front-line representative, managing client demands and handling the branch's internal processing such as transactions, deposits, client ID verification and end-of-day balances
- Responsible for branch safety, theft and fraud prevention, verifying end-of-day balance, safeguarding vault and safe access codes, and following anti-robbery protocols.
Research Assistant
University of Toronto
09.2017 - 01.2018
- Worked closely with the economics professor for one of my undergraduate courses, staying in direct communication to help prepare course content
- Strong communication skills and familiarity with multiple electronic formats and MS Office applications needed in order to transcribe and prepare material within short deadlines.
Lead Copy Editor
the Varsity (University of Toronto)
09.2017 - 06.2019
- Led a team of copy editors for the university's newspaper The Varsity during my undergraduate degree, reviewing numerous university articles in various subjects just as science, news, sports and art
- Assisted in researching, editing and fact-checking.
Education
Master of Science - International Business Management
SBS Swiss Business School
Barcelona, Spain09.2024
Bachelor of Arts - Economics And Philosophy (Double Major)
University of Toronto (St. George Campus)
Toronto, Ontario06.2019
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Salesforce, Asana
- Webex, Zoom, Google Meet
- Courteous and Professional
- Service Sales, POS Software
- Organization, Financial Acumen and Attention to Detail
- Python, JavaExpress
- Wix, Squarespace, Wordpress
- Google tools (sheets, documents, slides)
Accomplishments
- Wrote and published my own novel, promoted through digital marketing and website
- 2nd Degree black belt in Tae Kwon Do
- Publicly presented my published essays at multiple conferences, including University of New Brunswick and University of Toronto
Hobbies
- Tennis
- Guitar
- Reading and literature
- Media (music, film, television, and video games)
- Golf
- Swimming
Languages
English
Bilingual or Proficient (C2)
Serbian
Bilingual or Proficient (C2)
Spanish
Upper intermediate (B2)
Timeline
Associate
Royal Bank Of Canada, Wealth Management
07.2021 - 09.2023
Banking Advisor
Royal Bank Of Canada, RBC
09.2019 - 06.2021
Customer Experience Associate
TD Bank
07.2018 - 08.2019
Research Assistant
University of Toronto
09.2017 - 01.2018
Lead Copy Editor
the Varsity (University of Toronto)
09.2017 - 06.2019
Master of Science - International Business Management
SBS Swiss Business School
Bachelor of Arts - Economics And Philosophy (Double Major)
University of Toronto (St. George Campus)
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