Ryoko Okuda
Financial Consultant
Summary
Dynamic Financial Consultant with a proven track record at Prudential Assurance, achieving top 4% sales ranking globally. Expert in portfolio management and retirement planning, leveraging critical thinking and interpersonal skills to foster client relationships and drive revenue growth. Committed to delivering innovative investment strategies that enhance client satisfaction and retention.
Overview
18
18
years of professional experience
3
3
Languages
Work History
Financial Consultant
Prudential Assurance
2014.09 - Current
Achieved growth in corporate and personal sales. Developed and maintained relationships with key clients to drive repeat business.
Ranked top 4% of Sales force in worldwide for past 5yrs
(Million Dollar Round Table (MDRT) 2017 - 2021
Senior Relationship Manager
ABN AMRO Bank / Royal Bank of Scotland / ANZ
2007.09 - 2014.09
- Increase revenue generation in wealth management division, offering investment strategies and concepts
- offer client-oriented service to improve retention
- Create innovative approaches to engage clients and enhance portfolio
Education
Bachelor of Arts - East Asia Studies (China)
Osaka University of Foreign Study
Japan, Osaka 2001.04 -
China Government Scholarship - Econnomics
Zhongshan University
China, Guangzhou 2001.04 -
Bachelor of Arts - English Literature
Konan Women's University
Japan, Kobe 2001.04 -
Skills
Portfolio management
Retirement planning
Estate planning
Financial planning
Mutual funds understanding
Critical Thinking
Adaptability
Interpaersonal Skill
Hobbies
Flower arrangement (professional Certificate in Florist Development USA obtained on 2024)
Swimming and Hiking
Community Service related to animal welfare
Timeline
Financial Consultant
Prudential Assurance
2014.09 - Current
Senior Relationship Manager
ABN AMRO Bank / Royal Bank of Scotland / ANZ
2007.09 - 2014.09
Bachelor of Arts - East Asia Studies (China)
Osaka University of Foreign Study
2001.04 -
China Government Scholarship - Econnomics
Zhongshan University
2001.04 -
Bachelor of Arts - English Literature
Konan Women's University
2001.04 -