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Client Relationship Management. Liaise with new and current clients, managing Financial Portfolios in conjunction with in house Fund Managers and industry institutions such as UBS, Royal Skandia, Friends Provident, Generali, Standard Bank.
Whilst continuing Trust/Company management for an on going private client I was requested by the client to assist in the set up of a business he had invested in which included, general office, locate and secure lease on warehouse, staff management, stock systems management, delivery scheduling, creation of an operations manual, twice weekly input at board meetings, petty cash, organise logistics, liaise with New Zealand Customs, engagement of various suppliers and service providers and some customer service calls.
Administration of an Import/Export company (Executive Imports) within wholesale motor trade, in conjunction with my previous employer Centurion Management Services maintaining accounting and stock records, stock orders, supplier/client relationships, DVLA/HMRC requirements, Freight & Logistics in London, Bristol, Japan, New Zealand and Jersey, Channel Islands – as well as running my own motor trade retail outlet, customer service/sales, sourcing suppliers and new products, book-keeping, general management of staff and general government procedures, HR, PAYE, banking.
Full time administration, management and book-keeping of a portfolio of clients Trusts and Companies including KYC. Supervisory position of 8 Staff, direct contact via email, telephone and face to face meetings with High Net Worth Individuals, reporting directly to MD .