Summary
Overview
Work History
Education
Skills
Timeline
Generic

MICHAEL CHRISTOFIS

Bangkok,GWN

Summary

Dynamic and results-oriented professional with over 12 years of experience in advisory roles, demonstrating a strong commitment to customer satisfaction and quality service delivery. Known for a proactive, team-oriented approach and the ability to thrive in high-pressure environments, consistently prioritizing client needs with a 'right first time' ethos. Exceptional communication and organizational skills, complemented by a confident and approachable demeanor. Eager to embrace new challenges in a management capacity within a corporate multinational setting, leveraging existing expertise while fostering personal and professional growth alongside the business.

Overview

19
19
years of professional experience

Work History

Senior Associate

Holborn Assets
07.2018 - Current
  • Continued my role in a new company, with my existing client base, offering extremely high level of customer service to my clients, including a continuation of my previous roles outlined.
  • Due to growth in the Asian region I was relocated to Thailand to support the set up the office, following the high standard I strive to work towards.
  • Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
  • Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
  • Trained and supported new team members, maintaining culture of collaboration.

Wealth consultant

PIC/Acuma
10.2013 - 06.2018
  • Company Overview: World’s largest financial advisory company
  • This role was a full 360 role from lead generation to brokering the business with the end client. A fast paced and challenging role that has helped me establish myself in the UAE as well as hone my skills and desire in the field of client relationships and business development
  • Duties
  • Business development
  • 50 new business calls per day
  • 5 existing client calls per day
  • 2 new appointment bookings per day
  • Attending networking events
  • Generation of new leads / data
  • Cold calling and introduction of services
  • Meeting new potential clients to discuss personal financial matters
  • Consulting
  • Mapping clients’ personal financial situations and future requirement
  • Advising on best investment and saving opportunities in the market, Savings plans, pension plans, children education planning, insurance, structured notes, forex, property investments.
  • Full admin and brokerage support between client and financial institution
  • Account Management
  • Ongoing frontline support and advise to existing warm clients
  • Troubleshooting for clients where requested
  • Compliance
  • Adhering to very stringent guide lines in regards to all compliance and regulations
  • Regular checks via compliance department carried out, 100% scored on every audit
  • Training and Development
  • Responsible for up to 4 co-ordinators at one time
  • Advising and mentoring new co-ordinators in the business
  • Go-to senior when management out of the business

Leisure Industry Specialist

Olympic Holidays
03.2007 - 09.2013
  • Summer & Winter Leisure Industry Specialist - Staff hiring, on boarding and training. External liaison with government and company heads. Business development. Account management. Event management. General administration. Customer Service. Top 10 sales & customer service for 7 consecutive years.

Education

1+2+3+4

Chartered Institute Of Securities & Investments
01.2019

AVCE - Travel and Tourism, Leisure and Tourism

West Kent College
01.2004

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Bennett Memorial School
01.2002

Skills

  • Strategic Business Development
  • Personal Account Management
  • Client Relationship Management
  • Performance monitoring
  • Team leadership
  • Team supervision
  • Microsoft Office applications, Word, Excel, Powerpoint

Timeline

Senior Associate

Holborn Assets
07.2018 - Current

Wealth consultant

PIC/Acuma
10.2013 - 06.2018

Leisure Industry Specialist

Olympic Holidays
03.2007 - 09.2013

AVCE - Travel and Tourism, Leisure and Tourism

West Kent College

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Bennett Memorial School

1+2+3+4

Chartered Institute Of Securities & Investments

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MICHAEL CHRISTOFIS