Avril Wessie

Monitors, maintains, and assists new and existing trading clients to ensure account funding and continuous platform usage via calls and emails. Supports clients in completing account activation processes. Introduces clients to educational materials relevant to their trading accounts.

Relationship Manager - Falcon Capital (IB Business)

(2024)

• Monitors, maintains, and assists new and existing trading clients to ensure account funding and continuous platform usage via calls and emails.
• Supports clients in completing account activation processes.
• Introduces clients to educational materials relevant to their trading accounts.
• Initiates contact with potential clients listed in the CRM/Module via calls and emails.

Sales Associate - Kuba Holdings

(2021-01 - 2024)

• Built and maintained strong client relationships across retail, high-net-worth, and corporate accounts.
• Developed a deep understanding of financial markets, trading principles, and technology.
• Responded to client inquiries and supported their onboarding journey.
• Managed a personal book of sourced clients and initiated outbound sales calls.
• Collaborated with KYC and compliance teams to ensure regulatory adherence.
• Maintained accurate records of client communications and sales activities.
• Delivered best-in-class customer service and demonstrated strong negotiation and influencing skills.

Business Development Executive - Globex 360

(2018-06 - 2021-01)

• Conducted financial appraisals, due diligence, and risk analysis for investment proposals.
• Oversaw disbursements and monitored project progress post-investment.
• Produced complex financial reports and interpreted legislated financial requirements.
• Led cost analysis processes and provided financial forecasts and recommendations.
• Ensured compliance with accounting standards and evaluated project expenditures.
• Conducted audits and verification checks on financial data and payment documentation.
• Provided technical support, policy development, and financial advice to staff.
• Promoted knowledge sharing and contributed to the Fund’s learning agenda.

Secondary Education - Greenwich College (2013 - 2013)

Secondary Education - St Peter’s College (2009 - 2012)