Private Wealth Manager
Globaleye
Total years of experience :13 years, 10 Months
- Currently 2nd top business writer within my original training group
- Writing business for savings plans, structured notes and life and critical illness protection
- Financial reviews to identify cross-selling opportunities amongst investment/insurance products
- Portfolio rebalancing/adjustment
- Dealt with a range of client demographics
- Sold products from different providers
- A regular content writer for the Globaleye website
- Excellent client service
- Leading sales campaigns
- Generating new accounts via referrals, seminars and networking
- Maximizing client trading commissions in a responsible and low risk way
- Conducting staff training including technical and fundamental analysis and financial instruments
- Group client presentations
- Discretionary and advisory client services. Traded for two $300k accounts
- Organiser and presenter/host at seminars
- Daily video and written reports on the gold and major currency markets
- Interpreting risk management system to make appropriate trades to reduce the firm’s exposure
- Hedging in all futures and spot markets
- Developed a good understanding of the winning and losing clients to manage risk accordingly
- 6 months overnight trading desk
- Market and product research and preparation for launching overnight trading desk
- Top sales trader in 2011
- New business generation via referrals
- Maximizing client trading commissions by introducing new markets and ways of trading
- Client entertainment
- Reactivating dormant accounts
- Advisory and execution-only client services
- Transaction reporting and reconciliation
- Client strategy/portfolio consultation
- Account maintenance
- Media - videos and market commentary
Grade A* in dissertation on Strategic Management