Finance Professional (TEP) - Seeking work
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Finance professional with experience in the Private Wealth and Banking sectors. Proven leadership skills managing teams, financial assets, and private wealth structures. An innovative thinker who analyses and identifies new methods to increase client profits, streamline processes and enhance policies, whilst maintaining effective communication with global clients, colleagues, and external service providers.
AVP – Account Manager &Client Onboarding Specialist
Account Manager for 80+ UHNW Individual, Corporate, and Trust Accounts
Relationship Manager for 20+ Institutional Accounts
Managed client onboarding, transactional, and reporting processes for UK &Switzerland shared banking desk, and EAM desk.
Executed and authorized internal and external payments, trades, and foreign exchanges.
Managed custody of deposits, loans, mortgages, advisory &discretionary portfolios, and credit limits.
Tax reporting: Income Tax, FATCA / CRS.
Head of ESG Committee.
Administered financial assets: Real Estate, Crypto Currencies, and Carbon Offsets.
Oversaw quarterly and annual billing process and invoice preparation.
Coordinated re-structuring of private wealth structures.
Managed teams’ KPI’s.
Enhanced procedure for obtaining and documenting CDD and KYC.
Risk Mitigation: Carried out client risk reviews and screenings.
Led training sessions for junior members of staff.
Manager of Mega Yacht Payroll Department.
Managed portfolio of 40+ UHNW individuals private wealth structures containing Trusts, Corporations, Cellular Companies, and Partnerships.
Presented new business prospects to the Executive Board and Business Acceptance Committee.
Associate Sales and Relationship Manager
Identified new sales opportunities.
Onboarded clients, reviewed account documentation, CDD, and tax forms.
Led client calls to discuss investments performance and future financial planning requirements.
Implemented banking products; custody accounts, credit facilities, advisory and discretionary portfolios.
Managed portfolio of high value blue chip clients covering the spectrum of International Pension Plans (DC, DB), Saving Schemes and Corporations.
Reviewed fund ranges and investment advice received, discussed with client to ensure their portfolios remained in line with their investment strategy and risk appetite.
Analyzed profits and prepared fee proposals.
Presented to global clients changes to their schemes and associated regulations.
Day-to-day administration of small portfolio of wealth structures.
Maintained bookkeeping records.
Member of STEP: Society of Trust and Estate Practitioners
Qualified Trust and Estate Practitioner (TEP)
2019 – Diploma in International Trust Management
2018 – Certificate in International Trust Management
