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I am a UK national relocating with my family to Singapore in Q1’23. This provides a fantastic and exciting opportunity for both personal and professional development as I look ahead to my next career step. Next month my current firm Brewin Dolphin will be taken over by RBC and having seen the above role, which is a very good fit versus my current role, experience and skills, I am very keen to apply and stay within the RBC umbrella post this relocation.
I currently work as a senior Portfolio Manager for an independently owned leading UK FTSE 250 Wealth Management organisation, leading a team to manage a combined £850m of Funds under Management (FUM). Across my 20+ year career in finance, I have held a number of progressive roles in the investment and wealth management industry and have extensive knowledge of investment procedures, sound market awareness, as well as a firm understanding of client requirements. I have strong communication, numeracy, and written skills, and have the motivation, enthusiasm and commitment to achieve goals in high pressure environments.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and have completed the Level 6 Chartered Wealth Management Diploma and Level 7 Masters module for Portfolio Construction Theory. I hold CF30 status.
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My industry qualification from CISI