Arthur Burnham

Transformed complex market intelligence into actionable opportunities while forging strategic partnerships that yield significant impact for institutional clients within the Aerospace and Defence industry

• Collaborated with cross-functional teams to design tailored solutions that addressed client challenges.
• Analysed competitive landscape to inform strategic planning and positioning within the industry.
• Conducted extensive market research to identify emerging trends and customer needs.
• Monitored and evaluated pipeline performance to identify areas for continuous improvement.
• Developed and maintained strong relationships with key stakeholders to enhance collaboration and partnership potential.

• Worked with clients to identify areas of poor investment quality and implemented appropriate, remedial action.
• Kept up-to-date on latest market trends and investment opportunities through in-depth research and information from contacts.
• Kept knowledgeable in best investment opportunities through in-depth online research.
• Liaised with clients to determine their expenses, income, financial objectives and risk tolerance to develop a tailored investment plan.
• Reviewed monthly key performance metrics to continually meet investment goals.
• After developing my skills I was able to land my position working as a private account manager in my second year and quickly took off. To date I am managing a further 28 clients with £420,000 in tangible assets, shares and investment accounts.

• Assessed clients' overall financial picture and developed a tailored financial plan by understanding their needs.
• Provided specific, in-depth, strategic advice suitable for clients and proactively recommended appropriate solutions for their investment needs.
• Cultivated database of new clientele and further established relationships.
• In my first year of finance I developed my skills from a position with little knowledge of the industry and quickly grasped a foothold as a junior account manager. Before my departure I was promoted internally to provide a wider array of investment strategies between two interlocked companies. In total I managed 21 clients with a total raised capital of £260,000 through new Business, referrals and clients portfolios and existing client relations.

• Managed and maintained client investment portfolios in line with needs and desired achievements.
• Discussed merits and risks of specific investments with clients employing up-to-date knowledge of industrial trends.
• Provided specific, in-depth, strategic advice suitable for clients and proactively recommended appropriate solutions for their investment needs.
• Held regular meetings with clients to assess impact of recent life changes on financial planning.
• Researched suitable investment opportunities for clients to increase gains and minimise losses.

• Diagnosed and repaired various heating system faults using outstanding troubleshooting abilities with accomplished plumbing skills.
• Installed a wide range of heating appliances, including gas boilers, renewable energy systems and warm air heating systems.
• Maintained daily quotas related to installation times, labour hours and completed tasks.