Over 14 years' experience within wealth, investment and asset management, working for top international banking corporations in varied disciplines across Europe, America, Africa and the Middle East. I have built valuable and strong professional relationships with key and influential stakeholders by valuing confidentiality, building trust and adding value. I am articulate in my delivery, determined in my approach and consistently reliable. I have developed excellent presentation skills that have proven valuable in converting prospects and client onboarding. I have learnt to identify opportunities in the market and convert raw data into useful information. I am highly motivated and enjoy taking on challenges. I have excellent interpersonal and interactive skills such that I can adapt to individual client's circumstances, needs and personalities. I am able to adapt myself easily to varying scenarios and use my initiative to come up with practical solutions to challenging situations.
Key Achievements • Meridian Hill Financial Consultancy & Wealth Management is a specialist in the provision of offshore financial products and services specifically to clients in major emerging markets. • Established long-term partnerships with major Life companies in the offshore regions. • Designed a bespoke investment platform. Key Responsibilities • Worked as a private consultant to Family Offices, HNW individuals and SMEs. • Created a suite of products on an investment bespoke platform used by clients. • Acted as the primary distributor for specialised offshore property bonds within and outside the platform. • Undertook financial planning to facilitate mid- to long-term financial goals of clients. • In partnership with Life companies, created offshore portfolio bonds and regular savings plans (RSP) which were distributed to client portfolios.
Key Achievements • Increased the company's client base. Key Responsibilities • Tasked with sourcing HNW clients, SMEs and corporate clients. • Developed an in-depth understanding of the company's product offering. • Responsible for managing the discretionary and non-discretionary client pool. • Delivered informative presentations which gained the interest and trust of clients and led to the forging of good long-term relationships. • Took the initiative to identify companies and start-ups that required capital injection which led to Chartercross owning stakes in their eventual profitability. • Worked with clients to select investment products that best suited their individual or corporate risk profile.
Key Achievements • Introduced Life Bonds to the organisation which was added to their product range. • Added offshore offerings to their existing equity, fixed income and RSP investment range. • Project managed the development of the company's online client investment platform. Key Responsibilities • Managed investment portfolios for global HNW individuals, SMEs and corporate clients. • Worked in detail with lead generators on new prospect onboarding. • Sold fixed income, equities, FX, derivatives, mutual funds, offshore trusts, structured products and international property and property bonds. • Responsible for generating business leads through existing client referrals, active social and online networking and utilising the ARM database. • Cross sold products according to individual risk profile and preferences. • Responsible for introducing new streams of business that focused on offshore investment sector by utilising existing relationship with Life Partners in offshore regions. • Attended various global investment conferences and Family Office events to represent and deliver presentations on behalf of the ARM. • Grew and nurtured client relationships with the objective of creating long-term value, both for the client and sales statistics.
Key Achievements • Attainment of sales targets of $50k minimum per client. • Best quarterly achievement of $1.2m inflow. • Actively managed a portfolio of over 250 clients. Key Responsibilities • Delivered training to account Executives and Wealth Mangers new to the firm. • Managed a team of co-ordinators and account executives. • Achieved a minimum of 50% increase in listed client portfolio value year-on-year. • Worked as an international broker for non-resident HNW clients and SMEs brokering products such as portfolio bonds, equity RSPs, real estate and high-value property holdings. • Managed the professional relationship and interaction with clients and prospects gaining their trust which lead to increased sales. • Took part in prospecting and onboarding of new clients. Conducted introductory offshore wealth product presentations to prospects leading to new account set-ups. • Delivered presentations to existing clients on industry innovations and offshore investment products that increased their portfolio size. • Was responsible for investment portfolio management and therefore provided recommendations for inclusion into client portfolios. • Achieved client account optimisation ensuring portfolios are achieving their maximum potential return on investments. • Informed on asset types such as mutual funds, structured notes, portfolio bonds & QROPS (Qualified Recognised Overseas Pension Schemes). • Kept abreast of evolving sales and market trends and provided analysis.
Key Achievements • Managed accounts for Middle Eastern UHNW clients, investment banks, blue-chip companies, hedge funds and private equity funds Key Responsibilities • Processed Corporate Action equity events and fixed income asset types such as bonds, derivatives, instruments, etc. • Sat on the Custodian & Prime Brokerage network team for global Equity & Bond instruments. • Processed elective & non-elective events. • Processed income events (i.e. dividends & coupons). • Investigated and undertook the clearance of stock & cash exceptions. • Examined various parameters within trades such as custody position in relation to client instructions prior to settlement. • Ensured no breaks or exceptions on custody accounts post settlement. • Maintained static data within all listed systems. • Utilised Dimension, CAMS, Corona Cash & Stock, SWIFT, Euroclear and Bloomberg systems.
Key Achievements • Settled trades on custody accounts for major international investment banks, hedge funds and private equity funds. Key Responsibilities • Placed and instructed trades for Euro and Sub-Sahara Securities for Client Custody accounts. • Analysed client ctock position for the purpose hedging position for maximum income generation. • Keeping to Client Money regulations so as to keep with national regulatory legal guidelines. • Reconciliation of the physical safe and the processing of client trades. • Processed all corporate actions events including mandatory and voluntary. • Covered all broadcasting and event creation, announcing of events and kept the client informed in an Account Executive capacity. • Liaised with brokers and agents in the Emerging Euro and Sub-Sahara region (Ukraine, Russia, Nigeria, Ghana, Zimbabwe, Zambia, Kenya, etc.) on a daily basis to facilitate trades and positioning funds. • Utilised Calypso, SWIFT, Euroclear, Bloomberg, Globus, Intellimatch and the Murex trading platforms in support of functions and responsibilities. • Researched all activity from CAM system and investigated unexpected events or breaks.
• Worked as a Corporate Actions Analyst, KYC & Client Due Diligence Analyst within Securities Operations. • Processed equities, fixed income and derivatives across various global markets, with a focus on EMEA & North America. • Systems used: CREST, Bloomberg and Goldman Sachs CRM System.