PARTNER
FOSTER DENOVO LTD
Total des années d'expérience :10 years, 5 Mois
- I managed £50, 000, 000 of financial assets for 25 private clients.
- I monitored client portfolios, tracking world events, including political, economic and financial, as well as a range of macro and micro business indicators.
- I conducted annual reviews at twice a year for each client to make sure they were on track for their objectives with a view to relaying a change in strategy or performance.
- I accumulated assets and clients through a channel of networking and personal introductions over a span of 4 years.
- I managed a staff of employees who administered the compliance, application and preparation of client meetings.
- I managed an existing book of clients advising their personal finances.
- I monitored transfers of cash and assets to and from client’s accounts.
- I serviced clients and delivered a smooth client experience to support the client onboarding process and preserve on-going client relationships.
• Working directly under a financial adviser who dealt with;
• Pensions
• Investments
• Mortgages
• Wills and Estate Planning Helena Bogdanovski Head of recruitment Foster Denovo Ltd
• Studying for accredited Mortgage adviser qualification, Passed, Qualified and signed of by FCA after 3 months. London- UK Mob:
• Obtained business relationship for the firm with a Multi ofice Estate agent in West London verifying all their buyers and sellers.
• Acquired business of £10, 000 per month of procurement fees from mortgage and life insurance advice.