Summary
Overview
Work History
Education
Skills
Certification
Additional Experiences
References
Timeline
Generic

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
Canterbury
07-2025

A-Levels - Business, Geography, Psychology

The Bishop's Stortford High School
Bishop's Stortford
08-2021

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
MELUSI CHIKUNYA