Business Development Manager
deVere Acuma
Total des années d'expérience :4 years, 8 Mois
Top performer in the training course within my division, scoring highest marks on financial product knowledge
(90%)
• Researched leads and communicated with prospects regarding financial advice, structured and flexible savings
plans and investments in properties, funds, insurance, shares, portfolio bonds and other assets
• Was the main coordinator and point of contact for Arabic-speaking clients worldwide looking to invest a minimum
of $350, 000 in international properties to obtain citizenship in foreign countries
• Kept clients informed about Shariah investment opportunities, including returns expected depending on personal
preferences in what industries and terms are required
• Presented my supervisors with weekly reports, meeting KPIs, and Excel spreadsheets outlining clients interested
according to product specification, organised by location, investment amount and sector of interest
Modules: Asset Allocation and Investment Strategies, Investment and Portfolio Management, Ethics and Professional Standards in Finance, Private Equity and Venture Capital, Wealth Management and Alternative Investments, Advanced Company Valuation, Corporate Finance, Mathematics for Finance
MSc Investment and Wealth Management, pass Modules: Asset Allocation and Investment Strategies, Investment and Portfolio Management, Ethics and Professional Standards in Finance, Private Equity and Venture Capital, Wealth Management and Alternative Investments, Advanced Company Valuation, Corporate Finance, Mathematics for Finance 2015