Work history
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Trainee Wealth AdvisordeVere Group
- Dubai, United Arab EmiratesFull Time
The prospecting for new clients, whilst also maintaining relationships with high net-worth clients from around the world. Working alongside a top 5 most successful company Wealth Manager worldwide, assisting them with their clients' financial issues and maintaining an inflow of new business. Competency using CRM systems and complying client review packs and other institutional documentation, gave insight into B2B management as well at B2C. By doing so, attaining networking, client-management and business-development skills in an international background. I have consistently finished in the top 3 amongst my peers for fee and client generation.
Skills
- Sales
- Business Development
- Client Services
- Account Management
- Marketing