Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic

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
09.2014 - 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
09.2007 - 09.2014
  • 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
04.2001 -

China Government Scholarship - Econnomics

Zhongshan University
China, Guangzhou
04.2001 -

Bachelor of Arts - English Literature

Konan Women's University
Japan, Kobe
04.2001 -

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
09.2014 - Current

Senior Relationship Manager

ABN AMRO Bank / Royal Bank of Scotland / ANZ
09.2007 - 09.2014

Bachelor of Arts - East Asia Studies (China)

Osaka University of Foreign Study
04.2001 -

China Government Scholarship - Econnomics

Zhongshan University
04.2001 -

Bachelor of Arts - English Literature

Konan Women's University
04.2001 -
Ryoko OkudaFinancial Consultant