Kate UWaechie
Glasgow
Summary
With over 6 years of experience in the financial services industry handling relationship management and financial advisory, I have a proven track record of building strong client partnerships and designing tailored solutions to improve financial outcomes. I am passionate about utilizing my expertise across wealth management, investments, insurance, and lending to identify each individual’s unique needs, educate them on options to optimize their finances, and deliver personalized guidance that creates long-term value.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work history
Support Practitioner
The Richmond Fellowship Scotland
Barrhead, East Renfrewshire
01.2023 - Current
- Established a trusting and respectful relationship with clients by actively listening to their needs and concerns.
- Implemented care plans and followed individualized support strategies to meet each client's unique requirements.
- Engaged clients in meaningful activities to promote socialization and mental stimulation. Monitored and reported any changes in the client's physical or mental health to the appropriate healthcare professionals.
- Collaborated with a multidisciplinary team to ensure comprehensive care for clients. Maintained accurate and up-to-date documentation of client interactions, progress, and incidents.
- Provided emotional support and encouragement to clients and their families during challenging times.
Financial Advisor
CardinalStone Partners Ltd
07.2022 - 12.2022
- Guide clients in setting financial goals and creating comprehensive plans to achieve them including budgeting, debt reduction, retirement planning, investing approaches, insurance needs assessment, and estate planning.
- Conduct due diligence to recommend suitable investment products aligned to each client’s risk appetite, time horizon, liquidity needs, and other personal factors; construct customized investment portfolios appropriately weighted across asset classes to mitigate risks.
- Maintain strong client relationships through continuous transparent communication and education on market conditions, economic impacts on finances, evolving investment products, and changing tax laws, to ensure plans are updated for shifting situations.
- Oversee periodic reviews of client portfolios, reassess life stage needs, rebalance asset allocation if required, and provide ongoing advising for changing life circumstances while ensuring continuity through major events
- Collaborated cross-functionally with different departments to achieve business and customer goals.
Relationship Manager
Guaranty Trust Bank Plc
06.2016 - 06.2022
- Build and maintain long-term relationships with assigned clients to become a trusted financial partner through regular communication, understanding needs & goals, and providing reliable guidance.
- Serve as the main point of contact for all inquiries and requests from clients regarding their accounts, transactions, financial options, or situations needing advice.
- Proactively identify client needs for products or services that the bank provides across deposits, lending, investments, and insurance, and offer suitable recommendations.
- Managed a Portfolio of over 8 million dollars in deposits and risk assets and a client base of over 3,650 customers.
- Prepared and presented daily, weekly, and monthly reports while actively contributing to the development of a knowledge-sharing culture, empowering colleagues with business insights to achieve targets.
- Led cross-functional teams to implement client projects and initiatives.
Education
Master of Science - Marketing and Finance
University of Dundee
Dundee 01.2023 - 01.2024
Bachelor of Science - Political Science and Public Administration
University of Benin
01.2008 - 12.2011
Skills
- Teamwork and Collaboration
- Critical Thinking
- Excellent listening skills
- Exceptional analytical and research ability
- Great attention to detail
- Strong marketing and customer relationship skills
- Superior ability to work well under pressure while meeting deadlines
- Proactive
Work availability
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Support Practitioner
The Richmond Fellowship Scotland
01.2023 - Current
Master of Science - Marketing and Finance
University of Dundee
01.2023 - 01.2024
Financial Advisor
CardinalStone Partners Ltd
07.2022 - 12.2022
Relationship Manager
Guaranty Trust Bank Plc
06.2016 - 06.2022
Bachelor of Science - Political Science and Public Administration
University of Benin
01.2008 - 12.2011
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