Operations Manager
Coutts & Co
مجموع سنوات الخبرة :0 years, 11 أشهر
Acted as a point of escalation for clients with regards to Account Management.
• Successfully undertook a wide range of requests, enquiries, transactions as well as liaising with front and back office
teams to ensure seamless delivery of services.
• Performed various tasks on the desk which allowed me to broaden my Excel and PowerPoint knowledge whilst
also learning the basic behind the Reuters and Bloomberg data capture engines.
Positioned in the Client Management and Sales team reporting directly to the Relationship Sales Officer for
Worldwide Securities Services.
• Effectively managed a portfolio of clients based in North America, Europe and Asia.
• Successfully worked with the Executive Director and Securities Division.
Participated in training workshops/sessions on trading, investment banking, hedge fund management and private
banking.
• Acted as a key player in a team-based virtual portfolio simulation with responsibility for the investment of £10m.
Worked with an internal mentor and virtually purchased inverse indexes to leverage risk. My team gained 11% in
revenue by simulation's end.
• Performed various tasks on the desk which allowed me to broaden my Excel and PowerPoint knowledge whilst also
learning the basic behind the Reuters and Bloomberg data capture engines.
courses: Certificate in International Trade, Finance, and Logistics
Economics (A), French (A), Mathematics (B), Arabic (B)