Head of Property Management
NuAvenue Real Estate
Total years of experience :11 years, 9 Months
I head up the property management division arranging new clients and dealing with existing ensuring they get the best customer service experience.
Maintaining and contacting clients, working with investment bonds or life insurance/critical illness products, up selling if needed for the client
I worked at Swiss Global as a Paraplanner for the Senior vice President dealing with many clients of 1millionCHF plus, interacting with them via telephone call or face to face, dealing with any outstanding paperwork or compliance that is required from the client. Also looking for other opportunities where we can help the client.
Arranging leads for financial advisers to speak with whilst studying my Finance Diploma
Pass Financial advisory exams