MELUSI CHIKUNYA
Summary
University of Kent graduate with an Upper Second Class (2:1) BSc in Accounting and Finance, seeking a graduate position. My degree provided strong foundations in financial reporting, tax preparation, financial analysis, and risk management. Alongside this, I gained work experience in wealth and asset management through a summer internship, developing practical skills in client service, financial analysis, and report preparation. Detail-oriented, with strong analytical abilities and proficiency in various software. Looking to apply my knowledge in an entry-level or graduate finance role.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Service Executive
Trinity Bridge
09.2025 - Current
- Managed client onboarding, service queries, and CRM processes, ensuring seamless client experience.
- Maintained accurate client data across internal and third-party platforms, consistently meeting SLA and compliance standards.
- Coordinated client communications, appointments, and meeting logistics, including preparation of review packs and valuations.
- Directed new business and service requests to relevant teams, driving timely resolution.
- Ensured robust document management in line with regulatory and internal procedures.
- Collaborated with advisers and colleagues to optimise efficiency, client satisfaction, and practice profitability.
Financial Planning Intern
TrinityBridge
06.2025 - 08.2025
- 6-week rotational internship at an asset management firm, gaining exposure across wealth planning and Investment Management teams.
- Supported Client Service Executives by preparing over 10 review packs, managing CRM data entry, and assisting with general admin tasks.
- Assisted Paraplanners with data collation generating and gained exposure to the technical aspects of financial planning.
- Shadowed advisers in client meetings, observing the advice process from preparation to delivery.
- Gained insight into Investment Management through introductory meetings with senior investment professionals and discussions on portfolio construction.
- Delivered a presentation to colleagues at the end of the programme, strengthening public speaking and presentation skills.
- Developed strong skills in attention to detail, communication, teamwork, and financial analysis, while building professional relationships across the firm.
Retail Assistant
Waitrose & Partners
03.2020 - 06.2025
- Worked across multiple departments, from stock management to customer service at checkouts and on the shop floor.
- Developed strong communication and interpersonal skills through customer interaction and teamwork in groups of eams of up to 10 staff members to meet service targets.
- Gained initiative and problem-solving abilities by making independent decisions and handling ad-hoc requests in high-pressure situations.
- Supported stock control by replenishing an average of 6 cages, reducing stockouts and maintaining product availability.
Assistant Coach
Bishops Stortford Football Club
09.2017 - 07.2018
- Coached players aged 11–12, directing drills and activities to develop football skills.
- Built motivation and leadership skills by providing feedback and guidance to groups of up to 15 players.
- Gained experience in mentoring and skill development, sharing expertise from personal playing experience.
Education
Bachelor of Science - Accounting and Finance
University of Kent
Canterbury07-2025
A-Levels - Business, Geography, Psychology
The Bishop's Stortford High School
Bishop's Stortford08-2021
Skills
Technical : Proficient in Microsoft Excel, IBM SPSS, Financial Statement & Tax Preparation, IFRS principles
Professional: Analytical thinking, attention to detail, strong communication, time management, team collaboration
Interests: Sports, Music, Travel
Certification
Intercollege Football – Darwin FC, Canterbury, 10/2023 – 05/2024
Role - Captain
- Fostered team culture, boosting morale, communication, and on-field performance.
- Collaborated with manager to develop game strategies, improving tactics and results.
- Mediated conflicts and maintained discipline, ensuring cohesion and consistent training outcomes.
Certifications: Bloomberg Market Concepts, Bloomberg, 2022-12-01
Certification demonstrating an understanding of the Financial markets, more specifically; Economic Indicators, Currencies, Fixed Income, Equities and Portfolio Management.
Additional Experiences
- UBS Sell Side Event: Attended as part of Asset Management Internship, gained exposure to UBS Equity Research and Industry outlook
References
Available upon request
Timeline
Client Service Executive
Trinity Bridge
09.2025 - Current
Financial Planning Intern
TrinityBridge
06.2025 - 08.2025
Retail Assistant
Waitrose & Partners
03.2020 - 06.2025
Assistant Coach
Bishops Stortford Football Club
09.2017 - 07.2018
Bachelor of Science - Accounting and Finance
University of Kent
A-Levels - Business, Geography, Psychology
The Bishop's Stortford High School