idorenyin willie

IW

Open to opportunities

idorenyin willie

@idorenyinwillie

Financial Advisor specializing in wealth management, investment advice, and client strategy building.

What I'm looking for

I’m looking for a client-focused financial role where I can drive wealth management outcomes—educating clients, refining investment strategies, and exceeding goals through clear communication, data-informed recommendations, and consistent relationship building.

I’m a financial services professional with 4 years of industry experience, known for working effectively with clients of all levels and backgrounds. I bring exceptional knowledge in wealth management, estate planning, and investment, with a friendly, adaptable approach that helps people feel confident in their financial decisions.

As a Financial Advisor at Stanbic IBTC Bank, I educate 60+ clients on financial matters and provide recommendations tailored to each client’s individual needs. I support clients in building and executing wealth management strategies, preparing financial plans, conducting investment research, and completing trades and transactions to meet goals.

Before that, I combined sales execution with relationship building as a Sales Executive, while strengthening coordination and documentation skills as a Case Manager with electronic charting. I’m energized by roles where I can align financial strategies with real outcomes, exceed targets, and keep clients informed through clear communications and presentations.

Experience

Work history, roles, and key accomplishments

SB

Current

Financial Advisor

Current

Stanbic IBTC Bank

Dec 2021 - Present (4 years 5 months)

Advised and educated 60+ clients on investment products and wealth management strategies tailored to individual needs, including preparing financial plans and executing trades. Supported clients by conducting investment research and clearly explaining the rationale and details of financial strategies.

Wealth Management Investment Advice Financial Planning Investment Research Client Relationship Management Trade Execution Client Education Estate Planning

MG

Sales Executive

Mutual Alliance Group

Aug 2020 - Mar 2021 (7 months)

Achieved sales goals by cultivating new customer relationships and managing end-to-end sales cycles from prospecting through close. Increased revenue by applying effective sales strategies, analyzing past sales data, and identifying opportunities to exceed targets.

Sales Prospecting Sales Cycle Management Revenue Growth Sales Strategy Market Research Data Analysis Target Setting Customer Relationship Management

FH

Case Manager

Mar 2019 - Jul 2020 (1 year 4 months)

Coordinated patient care by partnering with physicians and allied professionals to develop individualized care plans and document interventions in electronic charting systems. Assessed patient needs and evaluated treatment plans against goals and healthcare standards while coordinating responses based on insurance limitations and costs.

Case Management Care Plan Development Patient Charting Documentation Physician Collaboration

Education

Degrees, certifications, and relevant coursework

UU

University of Uyo

Bachelor of Science, Education

2020 -

Pursued a Bachelor of Science degree in Education at the University of Uyo starting in 2020.

SU

Salvation Army High School (EFA), Uyo

High School Diploma, General Education

2010 -

Activities and societies: Reading motivational books and listening to inspirational music; traveling to different parts of the country.

Completed a High School Diploma at Salvation Army High School (EFA) in Uyo.

Tech stack

Software and tools used professionally

Gmail

Port

Increase

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