I am an efficient and competent Wealth Manager able to thrive in a fast-paced, dynamic, performance-driven work environment. I excel at client management, risk assessment, advisory management, tolerance valuation, asset management, and identification of process improvement opportunities to deliver working group targets.

I am highly experienced in providing guidance and sign-off for complex accounts across all product suites including, discretionary, global, wholesale, equities, and fee-based accounts. Having been extensively exposed to the financial market fundamentals, I can apply this knowledge to ensure technical and professional solutions are delivered when providing financial planning advice.

Possessing a strong understanding of risk and compliance, I ensure that the business unit adheres to firm policies and procedures, and regulatory and legislative requirements. I am outgoing and personable, with the confidence required to deal with varied groups of stakeholders and levels of seniority.

While demonstrating high levels of initiative and dedication in my previous job positions, I have been responsible for engaging in new business development to deliver excellent services to high-net-worth prospects and clients. Additionally, I advise clients on life, critical illness, medical coverage, trusts, wills, and pensions on a global basis.