Wealth Manager
Globaleye
Total des années d'expérience :10 years, 11 Mois
• Promoted mainly life-wrapper investment products, life insurance and lump sum investment product sales as well as estate planning and property investments.
• Generating leads from cold calling, by attending networking events and creating partnership with different professionals like Property agents, mortgage advisors, lawyer/solicitors, business council and relocation company
• Conducted quarterly review meetings with clients to update and highlight their progress as well as developing their financial goals.
• Created detailed financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients.
• Fostered strong relationships with clients and assessed clients' specific investment needs based on risk tolerance and time horizon
• Market studies to improve costumers’ satisfaction, increase customer data base of contacts with the goal of improving sales.
• Accounting (income statements, balance sheet), Sales analyses to set objectives for employees and forecast future revenues.
• Business development missions - creating a newsletter to inform clients about the company and upcoming events.
• Improvement of the website to have a better product’s visibility and the creation of an online store.
Focus on Corporate Finance, Alternative Investments, Financial Market Trading Analysis, Understanding Financial Statements, Portfolio Management. Graduated with distinction.
• Graduated with 2.1 upper class (GPA 3.6)