La Cloche Wealth Management
La Cloche Wealth Management
Total years of experience :8 years, 3 Months
July 2012 - To date: La Cloche Wealth Management (DIFC)
Data Protection Officer & Administrative In-charge:
• Liaising with the DIFC Commissioner for Data Protection when processing sensitive Private Customers’ data or transferring personal data outside the DIFC to a jurisdiction lacking adequate levels of Data Protection
• Ensuring data collected is securely kept, regularly updated and processed fairly and lawfully
• Controlling all the supporting documentation and ensuring its compliance with Know Your Customer processes and Anti-Money Laundering Laws
• Developing research/analysis of the Kenyan/African market, industry, competition and regulatory developments to contribute to the enhancement of the firm’s products offering and services
• Managing the day-to-day client operations, including on-boarding of new clients, account opening and managing clients’ accounts with foreign banks.
• Compiling all Investment Products sent by Issuance bank and escalate it to Product Managers.
• Providing phone assistance to clients and dealing with their queries
• Preparing the firm’s bank transfers, payment vouchers and remittance instructions.
• Filling Customers documents ie. Passports, Advisory Agreements, Welcome Letters, Risk Profile Questionnaire of each client within his file for tracking purpose of internal Audits and Compliance.
• Filling all intermediary agreements between LCWM and the Business Partners.
• Providing administrative and operational support for the firm’s Senior Private Bankers/Relationship Managers in their daily customer-related tasks
July 2010 - June 2012: Allstate Insurance Agency (Kenya)
Executive Administrative Assistant: • Dealing directly with clients, understanding their travel requirements and preferences
• Researching, selecting and booking the optimal travel solutions (airlines, hotels and cars), with a
focus on ensuring the clients' budgets are met while not compromising on the quality of service
• Providing real-time assistance to clients and making sure any travel-related issues are sorted
quickly
• Managing the office efficiently; maintaining and updating senior management's calendars and schedules
• Setting-up of an in-house document filing system for client-related documents which ensures fast and easy access while maintaining client confidentiality
August 2009 - June 2010: Aramati Safaris (Kenya)
Travel & Tours Consultant:
• Executing of clients' travel plans, including booking of flights, accommodations and selecting the appropriate tours, in line with clients' specific needs and budgets
• Successfully negotiating favourable rates with the firm's key account providers to achieve desired
results while being both revenue and cost conscious
• Focusing on increasing firm's revenue while working closely with clients to identify their needs, and advising them on most appropriate travel arrangements
• Opening and maintaining individual and group client accounts; storing and keeping confidential
client information
• Managing of billing statements and ensuring prompt payments
• Travelling extensively within Kenya to understand the local tourist circuit and be able to better
advise clients
December 2005 to July 2009: Kencall EPZ (Kenya)
Call Centre Certified Agent:
• Servicing of inbound calls and providing the appropriate information to ensure client satisfaction, while following the firm's policies and procedures
• Dealing with customers' complaints in a highly professional manner, regardless of their moods and attitudes; completing forms (such as membership and order forms) over the phone for specific customers
• Marketing the firm's products and services to clients
• As a Certified Agent, providing adequate training to the new agents joining the team and ensuring the standard of the client service is properly met
• High School Diploma (2001-2005) - St. Nicholas Preparatory School (Kenya)
• Public Relations Diploma (2007-2008) - Kenya Polytechnic University College (KPUC)
• Computer & Technology Literacy (2005 - 3 months course) - Institute of Advanced Technologies (Kenya)