Cree Hylands
Beith,North Ayrshire
Summary
I am an experienced professional specialising in wealth management and financial planning, capable of devising innovative and tailored wealth management strategies to optimise financial performance and growth.
I hold strong analytical abilities and interpersonal skills, combined with a keen understanding of financial markets and investment strategies. I am knowledgeable about client relationship management, financial planning, and communication, and I am always prepared for the ever-changing financial planning world. I am extremely client focused and will go above and beyond to help meet the needs of my clients.
Overview
9
9
years of professional experience
6066
6066
years of post-secondary education
Work history
Personal Wealth Adviser
Schroders Personal Wealth
Glasgow, Glasgow City
2022.07 - Current
- Devised financial plans for achieving long-term wealth accumulation.
- Secured client loyalty with personalised wealth management services.
- Ensured proper documentation of all transactions for audit trail purposes.
- Analysed investment opportunities with due diligence, enhancing portfolio diversification.
- Developed personalised financial strategies for optimal asset growth.
- Optimised client portfolios by performing risk analysis and asset allocation.
- Provided comprehensive wealth management advice to high-net-worth individuals.
- Monitored economic indicators for proactive strategy adjustment.
- Built strong client relationships through consistent communication and service delivery.
- Recommended investment strategies to align with clients' risk tolerance and financial goals.
- Managed compliance requirements to maintain professional standards and avoid regulatory issues.
- Enhanced client satisfaction by providing timely updates on market trends.
- Cultivated strong professional relationships for enhanced customer retention.
- Maintained regulatory compliance by ensuring accurate record keeping.
- Bolstered business growth by generating referrals from satisfied clients.
Senior Wealth Analyst
Coutts
Glasgow, Glasgow City
2019.05 - 2022.07
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours, covering nights, weekends and bank holidays.
- Drafted detailed reports for senior financial planners, streamlining decision-making processes.
- Verified accuracy of all relevant documents prior to submission, reducing errors significantly.
- Proactively identified potential investment opportunities through diligent market analysis.
- Provided sound financial advice based on comprehensive research and analysis.
- Utilised advanced analytical tools for thorough financial assessments.
- Supported ongoing client services, enhancing retention rates and building loyalty.
- Participated in team meetings, contributing valuable input towards strategy formulation and implementation.
- Assisted with the development of comprehensive financial plans to enhance customer satisfaction.
- Trained junior staff members to uphold company standards and best practices.
- Kept up-to-date with regulatory changes for compliance and advice accuracy.
- Enhanced understanding of clients' financial goals by conducting detailed interviews.
Paraplanner
7IM
Edinburgh, Edinburgh
2018.02 - 2019.05
- Prepared accurate asset allocation models by analysing current economic conditions and future projections.
- Supported ongoing client services, enhancing retention rates and building loyalty.
- Proactively identified potential investment opportunities through diligent market analysis.
- Assisted with the development of comprehensive financial plans to enhance customer satisfaction.
- Gained expertise in multiple planning software applications for effective task execution.
- Facilitated efficient team communication to improve workflow and project completion timelines.
- Verified accuracy of all relevant documents prior to submission, reducing errors significantly.
- Liaised with clients regularly, fostering strong professional relationships and trust.
- Handled administrative tasks, ensuring smooth office operations.
- Implemented efficient record-keeping systems, improving data retrieval process.
- Enhanced understanding of clients' financial goals by conducting detailed interviews.
- Met deadlines by managing workload independently.o8
- Met deadlines by managing workload independently.
- Kept and updated digital and physical financial records.
- Followed documentation procedures to maintain robust recordkeeping system.
- Conducted thorough research on investments, resulting in informed client decisions.
- Monitored client portfolios continually to ensure alignment with objectives and risk tolerance levels.
Investment Management Associate
TCAM Asset Management
Edinburgh, Edinburgh
2016.09 - 2018.02
- Developed strategies for higher returns on investments with detailed risk assessments.
- Collaborated with internal teams to ensure compliance with regulatory requirements.
- Achieved improved portfolio performance by conducting comprehensive market research and analysis.
- Coordinated due diligence processes, ensured thorough evaluation of prospective investments.
- Liaised between clients and fund managers, ensuring smooth communication flow.
- Built strong client relationships by providing excellent customer service and advice.
- Supported portfolio management activities to achieve increased profitability.
- Prepared detailed reports on investment performance; enhanced transparency for clients.
- Responded promptly to client queries, provided tailored investment advice.
- Assisted senior managers with implementing investment strategies for optimal results.
- Assisted in preparing presentations for potential investors leading to successful fundraising efforts.
- Handled administrative tasks; streamlined office operations efficiently.
Education
Chartered Financial Planner - Financial Planning
Professional Financial Society
UKChartered Wealth Manager - Investment Management
Chartered Institute for Securities & Investment
UKInvestment Management Certificate - Economics
Chartered Financial Analyst Society
UKBachelor of Arts - Business
University of the West of Scotland
Paisley 2012.09 - 2016.07
Skills
- Understanding of regulatory guidelines
- Estate planning expertise
- Investment strategy development
- Proactive industry researcher
- Market insightfulness
- Asset allocation knowledge
- Tailored advice delivery
- Communication articulation
- Strategic financial planning
- Client portfolio customisation
- Adaptable to market changes
- Pensions advice provision
Affiliations
- Future Asset Coaching - I have spent the past two years volunteering as a coach for Future Asset, an organisation designed with one objective - to encourage young females to work in finance when they leave school.
- Local Community Councillor - For over a year now I have held a position on my local community council, helping to support and translate the needs of the community to the council.
Timeline
Personal Wealth Adviser
Schroders Personal Wealth
2022.07 - Current
Senior Wealth Analyst
Coutts
2019.05 - 2022.07
Paraplanner
7IM
2018.02 - 2019.05
Investment Management Associate
TCAM Asset Management
2016.09 - 2018.02
Bachelor of Arts - Business
University of the West of Scotland
2012.09 - 2016.07
Chartered Financial Planner - Financial Planning
Professional Financial Society
Chartered Wealth Manager - Investment Management
Chartered Institute for Securities & Investment
Investment Management Certificate - Economics
Chartered Financial Analyst Society