Summary
Overview
Work History
Education
Skills
Sex
Timeline
Generic

Obinna Azubuike

STEVENAGE

Summary

Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. A proponent of continuing education to update staff knowledge of regulatory changes and industry best practices. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

18
18
years of professional experience

Work History

Investment Advisor

FairMoney Ltd
01.2022 - Current


  • Managed account needs for 20 high-worth clients with values more than $5 Million in yearly revenue.
  • Highlighted progress and established new goals by performing portfolio reviews for over 15 clients.
  • Sold and delivered bank products and services to affluent clients, successfully selling over $10 in products and services.
  • Managed client portfolios of stocks, bonds, bank accounts and property documents.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Facilitated new client onboarding process and investment account setup.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Delivered strategic investment advice for individual and corporate clients.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Investment Advisor

Access Bank
11.2018 - 12.2021


  • Handled financial transactions worth over $ 20 Million
  • Increased returns for clients by 20% annually.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Collaborated with clients to develop customized investment portfolios.
  • Updated clients on changes in tax laws and other regulations affecting investments..
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Recommended specific investments to help clients meet financial goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Educated clients on potential risks and rewards associated with various investments.
  • Presented financial plans and investment recommendations to clients.
  • Researched and evaluated potential investment products for clients..
  • Managed team of 6 analysts focused on Investment Advisory and portfolio management

Investment Advisor

Standard Chartered Bank
07.2012 - 11.2018


  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Managed team of 8 analysts focused on investment advisory and portfolio management
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Researched and evaluated potential investment products for clients.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Implemented exit strategies for clients to transition out of investments.
  • Recommended specific investments to help clients meet financial goals.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Helped clients make informed decisions about financial future.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Studied financial documents to identify potential areas needing improvement.
  • Collaborated with clients to develop customized investment portfolios.

Investment Analyst Intern

Afrinvest West Africa Limited
09.2006 - 08.2012
  • Actively listened to client requests, confirming full understanding before addressing concerns
  • Increasing the client base through new sign-ons and referrals from existing clients
  • Served customers and followed outlined steps of service
  • Investment advisory and portfolio management
  • Resolved problems, improved operations, and provided exceptional service
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Participated in team-building activities to enhance working relationships.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Developed financial projections and forecasts to guide investment decisions.
  • Participated in client meetings to discuss financial analysis and investment strategies.

Education

Associate Chartered Institute of Bankers -

Chartered Institute of Bankers - Lagos
04.2024

Bachelor of Science - Economics

Abia State University -
09.2005

High School Diploma -

Kings College
08.1998

Skills

  • Asset Management
  • Portfolio diversification
  • Retirement planning
  • Cash Flow Management
  • Asset Allocation
  • Portfolio Management
  • Mutual funds
  • Investment planning
  • Client Relations
  • Wealth Management
  • Investment Consulting and Planning
  • Risk Assessment
  • Sales expertise
  • Sales and Marketing
  • Lead Generation
  • Financial Advising
  • Operations Management
  • Sales proficiency

Sex

Male

Timeline

Investment Advisor

FairMoney Ltd
01.2022 - Current

Investment Advisor

Access Bank
11.2018 - 12.2021

Investment Advisor

Standard Chartered Bank
07.2012 - 11.2018

Investment Analyst Intern

Afrinvest West Africa Limited
09.2006 - 08.2012

Associate Chartered Institute of Bankers -

Chartered Institute of Bankers - Lagos

Bachelor of Science - Economics

Abia State University -

High School Diploma -

Kings College

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Obinna Azubuike