Banking & Finance Client Relationships Proj. Mgmt.
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I am a pragmatic and innovative Client Relations professional in the financial services and banking industry who has proven success leading the delivery of high-profile development projects from the initial concept through to fruition. During my career I have established strong and loyal client bases through the delivery of dedicated services.
My strong business acumen, combined with a passion for delivering outstanding services, results in commercial success. I utilise my leadership abilities to motivate and influence a team to work as a unit and deliver excellent results, and I actively support the professional development of the workforce. My communication and multi-lingual skills enable me to converse at all levels, and I nurture relationships with colleagues, key stakeholders and clients.
It is imperative that I remain self-educated in all applicable regulations to ensure that complete compliance is delivered throughout all functions. I proactively identify any existing or emerging risks and implement measures to mitigate them materialising or escalating.
In my recent position as the Operations Department Consultant for Deloitte based at Credit Suisse, (prior to relocating to the U.K.) I was responsible for performing daily cash and positional reconciliations and producing break reports and collaborating in the delivery of department projects and update the manual cash statements.
Prior to this role I was the Head of the Assistants Desk at Octogone Fund Management where I led the daily operations of the team to process clients’ instructions and to manage clients’ accounts. I facilitated the FX trades and sales orders, and managed the opening of new accounts. My duties entailed reconciling cash and security between the business and custodians, and making sure that all compensation and travel agreements were present for new AUM’s.
I was also the Client Relationship Officer for Global Private Portfolio Management where I developed the brand-new Broker Dealer business function which involved creating and embedding the business strategies, reporting functions and fee structures. I provided the leadership and governance during periods of absence from the CEO, and maintained the securities database.
My objective now is to seek the opportunity to utilise my aforementioned competencies whilst developing my knowledge and skill-set further.
Consultant | Operations Department | Rolling Fixed Term Contract
Credit Suisse | Deloitte | Bahamas Jul 2022 to Oct 2023
Credit Suisse | Deloitte | Bahamas Apr 2022 to Jun 2022
Bahamas Design Centre (BDC) | Bahamas Jan 2021 to Jan 2022
LOM Ltd | Bahamas Oct 2019 to May 2020
Ansbacher Ltd | Bahamas Feb 2019 to Oct 2019
Octogone Fund Management | Bahamas Mar 2018 to Oct 2018
Global Private Portfolio Management | Bahamas Nov 2013 to Mar 2018
Bachelor Of Science Political Science
