Amy Shaw

2017
Head of client Liaison for Investment product Rb Care Homes
• Coordination with clients from the start of inbound lead, to supporting sales staff with
client meetings and being the point of contact after the sale.
• Providing the clients with updates on their investment and relevant company/ sector
updates.
• Ensuring the clients got the highest level of service when in need of support regarding their
investment and coordinating internally with the team to ensure any issues were fixed
immediately and professionally.
Finance Manager
• Full responsibility over accounts. This included such things as management of accounts
receivable and accounts payable, handling balance sheets as well as profit and loss accounts.
• Additional responsibility included recording, preparing and actioning all invoices received and
outgoing, along with preparing the company’s financial statements in preparation for year
end and financial audit.
Marketing Manager
• Responsible for E-shots (both creation and post-send).
• Creation and set up of their first marketing campaign.
• Creation, editing and release of marketing collateral videos in English, Arabic and Chinese.
• Co-ordinating with designers to create the company’s marketing collateral including fact
sheets and brochures.
• Responsible for all social media and posting.