Senior Wealth Manager
Global Eye
Total years of experience :15 years, 7 Months
• As part of my daily tasks I advise clients on financial plans using extensive knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
• Monitor financial market trends to ensure that client plans are responsive.
• Recruit and maintain a good expat client bases.
• I specialise in being able to recommend financial products, such as stocks, bonds, mutual funds, or insurance.
• For my existing clients I also prepare and interpret investment performance reports, financial document summaries, or income projections.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Contact clients periodically to determine any changes in their financial status.
• Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
• Manage client portfolios, keeping client plans up-to-date.
• Proactively initiate and engage sales calls to new prospects.
• Work closely with Corporate Managers and execute pre-agreed strategies built around developing new business growth.
• Drive “Request for quote” process with new prospects.
• Open business development dialogs with strategic customers. Particular interest is to build a few large strategic accounts.
• Interface with existing strategic customers to solidify mutual expectations of performance and growth. Identify and attend expat events and other business functions to keep abreast of developments in the marketplace, to find potential new business, and to market company’s end-to-end solutions. Working on a referral basis and ensuring ongoing client servicing to ensure the best financial aftercare is provided.
• Working within the UAE, I studied closely for my CISI which enabled my understanding of the UAE financial rules and regulations to become far more superior. Therefore, I was able to provide over the phone advice to our new clients as well as our existing client base.
• I had extensive diary management for the senior partner I worked on - ensuring that time was used effectively in meeting and assisting prospects outsourced by me.
My Current role at Nexus is to bring new business by speaking to potential clients and realising how our services will be beneficial. Tailor financial services to create a unique product per customer from life insurance to investments in the current market. I also insure current customers relations are kept up to a world class service. Organising all my files and appointments is crucial to my job role which I maintain to high standard. Generating business means being good with people and keeping up to date with product knowledge to ensure all target set are met and exceeded on a weekly basis.
Job Roles-
1. Daily communicate with customers to ensure world class service.
2. Daily Organise times make sure fair service is give all the time.
3. Travel nationally to learn about asset finance.
4. Attend meetings to keep up to date with other regions.
6. Generate documents to arrange finance agreements.
7. Carry out security checks on customer to ensure risk levels are maintained low.
8. Make sure all documents are generated correctly and also adhere to our policy.
9. Communicate with our credit department to ensure safe lending is carried out to lower risk to minimum.
10. Visit different offices and share experience with colleagues, arrange 1 to 1 meeting to resolve business issues.
11. Scout and train talent in the business on a monthly basis.
I started a company from scratch with a partner in the retail market. In 6 months from registering my company I promoted and created brand awareness which attracted over 11, 200 plus people to connect to my website. Eventually I took it a step further and promoted my target customer base by investing time into the nightlife to create exposure. I managed brand awareness through out the process and also took part in creating unique designs for clothing which was a success with the target audience. I managed acouns to ensure the buiness was finacially stable to progress and create a pecentage of profit in the first sales term.
1.Managing a team of people in my team.
2.Organising training for team members.
3.Having 1 to 1 with team members to evaluate their progressions.
4.Meeting individual and team targets every day.
5.Setting out targets for team members to help them progress in the business.
6.Checking forms of customer applications at the end of the day.
7. Interviewing candidates and take efficient decisons to allow progression past the stages.
Exploring theories and investigating using real examples and the personal netowrk. The course embodied all the fundamental areas of the subject and was designed so that my ideas unfolded and I developed an understanding of the relationships which make the economy work. There is a direct link between Business and Languages, Mathematics, Economics, Politics and Design Technology. There are also good cross curricular links with Geography and Physical Education. It was the quintessential A-level for me as I was trying to get an idea of the way in which the modern business world works.