Associate Wealth Manager
Globaleye
Total des années d'expérience :3 years, 10 Mois
Working alongside a Senior Wealth Manager providing bespoke strategic advice to clients with simple as well as complex financial requirements.
Identifying and following up potential leads and enhancing client base through business networking.
Attending initial and ongoing client meetings with the Senior Manager to learn how to assess client needs and provide a holistic recommendation with regards to their financial situation with the view to achieving future goals.
Introducing new clients to financial services and maintaining a sound working relationship with existing clients with regards to the management of their portfolio.
Undertaking industry and provider training to gain knowledge of offshore and local products and services offered by Globaleye as an Independent Financial Advisory Firm.
Marketing and Communications Associate at Smart Metering Systems plc. Glasgow (18 June 2012 - 31 July 2013)
• University Placement year allowed the opportunity to work in a number of different departments including sales, supply chain, data management and operations as well as solely run reception for 2 weeks. Gained a vast insight into how each function of the business contributes to the overall business structure.
• Predominant role of Marketing and Communications Associate enabled the responsibility for the application and consistency of the company brand. Arranged and led meetings with high profile external clients and assisted boss and other directors in moving the company into other countries.
• Led on the branding of all internal and external marketing collateral.
• Was given desktop market research tasks on an ad hoc basis and reported back to placement supervisor with key information into the international market.
Butler at Skibo Castle, Dornoch (Summer 2011 and over Christmas and New Year 2009)
Pro Shop Assistant in the Clubhouse at Skibo Castle (Summer 2010)
Steward at Skibo Castle (Summer 2009)
Key Modules: Portfolio Management; Capital Markets; Corporate Finance; International Accounting Standards; Current Topics in Investment Management; Comparative Financial Reporting; and Emerging Financial Markets. Finance Dissertation: A comparative study of the ethical involvement behind decision-making and lessons learnt surrounding the British Financial Crises of 1825 and 2007.
BA (Hons) with a dissertation written on the Language Attitudes of Young British Students. 1 year placement at Smart Metering Systems plc. Semester abroad in Germany studying European Business Management. International Business Management (2010-2014) Aberdeen Business School, Robert Gordon University Key Modules: Thesis; Business Strategy; International Organisations; International HRM; Consumer Behaviour; Business Economics; Business Law; Marketing; Management Concepts; Management Accounting; The Financial Environment; and Business Ethics.
Erasmus Exchange - European Business Management (September-December 2011) Europäische Fachhochschule/European University of Applied Sciences, Brühl, Germany Key Modules: Cross-cultural Business Training; Business Strategies; International Marketing; European Integration; European Financial Management; Working in International Teams; Case study; and German Language Course.
Tain Royal Academy (2003-2009) Advanced Highers: Music (A) ; English (D) ; Mathematics (National Units Passed) Highers: Music (A) Art and Design (B) ; German (B) ; English (C) ; Mathematics (C) Intermediate 2: English (A) ; Music (A) Standard Grades: German (1) ; Geography (1) ; Religious and Moral Education (1) ; Mathematics (2) ; Physics (2) ; Chemistry (3)