Anveer Geemul

Premier Wealth Manager à HSBC

• Émirats Arabes Unis - Abu Dhabi
• Je travaille ici depuis avril 2019

Wealth Advisor à deVere Acuma

• Émirats Arabes Unis - Abu Dhabi
• octobre 2015 à janvier 2020

deVere Group is one of the major International Financial Advisory(IFA) firm serving expatriates worldwide. The company had a strong presence in the Middle East. I report to the Senior Wealth Manager.

Providing holistic financial planning to expatriates.
 Prospecting and bringing on new clients. Advising potential and existing clients on the different investment and insurance solutions. This includes matching clients’ needs and objectives and taking in consideration affordability and suitability of these solutions.
 Provide and/or coordinate appropriate representation at client meetings, due diligence visits, portfolio reviews, etc.
 Consistently reviewing client’s portfolio and cross-selling solutions to match their changing needs and objectives.
 Contribute to client satisfaction and retention via best-in-class client service capability and activity.

Main achievements:

Built a portfolio of 100+ clients over the past 2.5 years and always exceeding targets. Sale target has
consistently increase year on year.
 Zero customer complaints and lots of positive client’s reviews when it comes to clarity and quality of
advice.
 Persuasive and articulate in presenting complex ideas, simply.
 Knowledgeable in business onboarding and client due diligence (KYC/AML) requirements in the Middle
East.
 In-depth knowledge of financial planning and macroeconomic factors.

Fund Administrator à AfrAsia Capital Management Ltd

• Maurice
• octobre 2014 à septembre 2015

ACM is the investment arm of AfrAsia Bank owned by, GML Together (Mauritius), National Bank of Canada (Canada), Intrasia Capital (Singapore) and Proparco (France). Started in the Investment team as Fund Administrator and reporting to the Head of Fund Administrator.

ACM is the investment arm of AfrAsia Bank owned by, GML Together (Mauritius), National Bank of Canada (Canada), Intrasia Capital (Singapore) and Proparco (France). Started in the Investment team as Fund Administrator and reporting to the Head of Fund Administrator.

 General office administration before moving into a client facing role.
 Liaising with clients’ queries whilst maintaining a highest standard of customer service.
 Dealing with customer complaints and resolving service failures.
 Preparing investment quotes and valuation reports