investment specialist
AJ Bell
Total years of experience :11 years, 5 Months
In my role as an investment specialist, effective communication is paramount to success.
It starts with understanding clients’ financial goals, risk tolerance, and investment preferences through active listening and insightful questioning. By articulating complex financial concepts in a clear and understandable manner, I can help clients make informed decisions about their investments.
Regular communication is also essential for providing updates on market trends, portfolio performance, and any relevant changes in investment strategies. Additionally, building strong relationships with clients requires timely responsiveness to inquiries, addressing concerns promptly, and offering proactive advice to adapt to changing market conditions.
Ultimately, by fostering open and transparent communication, I can establish trust and confidence with clients, ensuring a collaborative approach to achieving their financial objectives.
As a Premier banking officer, my role is all about delivering top-notch financial services to our high-net-worth clients.
I work closely with each client to understand their financial goals and then offer personalised banking solutions to help them achieve those goals. Whether it's providing investment advice, assisting with wealth management, or offering lending solutions, I'm there every step of the way to ensure our clients receive the best possible service.
I pride myself on being a trusted advisor, always ready to address any questions or concerns our clients may have and keeping them informed about market trends and regulatory changes.
My ultimate aim was to build strong, long-term relationships with our clients and ensure they receive a banking experience that's tailored to their unique needs.
As a Lead Agent at Etihad Airways, my role as a ground handling agent is in ensuring the efficient operation of ground services for the airline.
I am responsible for overseeing a range of tasks, including baggage handling, aircraft loading and unloading, and coordinating with various airport authorities to ensure compliance with safety and security regulations.
With a keen focus on customer satisfaction and operational excellence, I lead by example, providing guidance and support to my team to ensure that all ground handling activities are conducted safely, accurately, and on time.
Additionally, I am proactive in identifying and resolving any issues that may arise during ground operations, striving to deliver a seamless travel experience for passengers while representing the Etihad Airways brand with professionalism and integrity.
Working as a Sales Advisor for a world known company with over 60 years of fashion retailing experience enabled me to use high level customer service skills and experience to provide me with an insight understanding of the company.
With two years' experience in retail; I have achieved a proven track record of meeting targets, leading to increased company profit and managing time and customers very efficiently.
Having showcased my skills and passion to the employer, I was given permanent relief management responsibilities across River Island within the North West with also being named Employee of the month on more than five occasions.
Completing five years and gaining 10 GCSE's grades A*-C.