James McGreal

Alpha Wealth is a financial advisory firm with over 4000 clients and €250+ million in assets under management.

Administration:

• Anti-Money Laundering (AML) Compliance: Completed AML forms to ensure regulatory compliance.
• Risk Assessment: Assessed potential clients' risk appetites, aiding in the customisation of financial plans tailored to individual needs.
• Account Setup: Set up pension, savings, and investment accounts, facilitating smooth onboarding for new clients with Zurich.

Client Consultations:

• Meeting Participation: Actively participated in numerous client meetings alongside financial advisors, gaining firsthand experience in client interaction and advisory processes.
• Financial Planning: Discussed recommendations on managing uninvested cash, addressing outstanding loans, setting up child savings plans and advised clients on pension contributions and fund selection.

Analyst:

• Business News: Monitored daily business news, condensing relevant information into concise reports for financial advisors, ensuring they were informed of market trends and news.
• Deposit Account Research: Conducted thorough research on online deposit accounts, evaluating interest rates, fees, and security features, leading to informed recommendations that enhanced clients' savings strategies.
• Investment Due Diligence: Performed detailed due diligence on potential investments for the Employment and Incentive Investment Scheme (EIIS), providing critical insights that supported informed investment decisions.

Business Development:

• Marketing and Development Ideas: Participated in weekly brainstorming sessions, contributing innovative marketing and business development ideas that aimed to enhance the firm's growth and client engagement.
• Social Media Advertising: Created effective social media advertisements that increased the firm's online presence and attracted new clients.