Professional with high standards and strong background in wealth management . Proven ability to build and maintain UHNW client relationships, manage portfolios, and deliver exceptional financial solutions. Possesses expertise in advisory service , discretionary portfolios, Investment strategies, risk assessment, and wealth planning with client-focused approach. Highly motivated to rejoin the private banking industry following an enriching career break devoted to travel and volunteer work in West Africa.
Mitigated impacts on financial accounting and business operations by working proactively to identify and resolve strategic concerns.
Provided tailored investment advice and solutions to HNW clients across different products such as credit facilities, treasury, and investment products.
Wealth Management
Asset Allocation
Investment Strategies
Business Development
Regulatory Compliance
Team Management