Highly experienced finance professional with over 30 years of brokerage, portfolio management and private banking experience. Solid track record in client relationship management and business development. Meticulous, committed to achieving client satisfaction and business growth.
Identify clients’ needs, originate solutions, and increase share of wallet to achieve commercial objectives for the clients;
Assess clients’ risk appetite, ensure portfolios are built and overseen accordingly; Monitor clients’ portfolios, provide rebalancing ideas, execute investment reviews, ensuring investments;