Patrick Nwaeze

Served as Senior Gold Consultant at Aurum Bullion Plc, delivering expert advice and guidance to clients on gold investments and portfolio management.

Utilised comprehensive knowledge of the gold market and client requirements to recommend tailored investment strategies, fostering sustained client relationships and driving business growth.

Provided expert counsel on gold investments and portfolio management to clients consistently.

Developed strategic recommendations aligned with market trends and client needs, cultivating enduring client connections.

Employed consultative selling techniques to assess client requirements and deliver bespoke investment solutions.

Managed and nurtured client accounts diligently, ensuring high levels of satisfaction and retention.

Collaborated with internal teams to develop and execute robust sales and client servicing strategies.

• Advised 30 clients on gold investments, with portfolios ranging from £5,000 to £100,000, contributing approximately £1.5 million in revenue through personalised portfolio management and strategic market insights, ensuring high client satisfaction and retention.

• Provided strategic financial advice to clients and supported them in making informed investment decisions.
• Utilised expertise in financial analysis and market research to deliver comprehensive solutions that aligned with client objectives and maximised returns on investment.
• Delivered comprehensive solutions that aligned with client objectives and maximised returns on investment.
• Conducted in-depth financial analysis and market research to identify opportunities and mitigate risks.
• Collaborated with clients to develop customised financial plans tailored to their unique needs and goals.
• Played key role in driving business growth through effective client relationship management and business development initiatives.
• Acquired 36 high-net-worth clients, facilitating investments ranging from £5,000 to £100,000, and generated approximately £1.8 million in revenue by delivering tailored financial strategies that maximised returns and aligned with client objectives.

• Directed a dynamic sales team as Sales Manager at Infinity Marketing, formulating strategic plans to achieve sales targets and boost revenue growth.
• Introduced innovative sales techniques and offered mentorship to elevate team performance, increasing market share and enhancing brand visibility.
  
• Crafted strategic plans to meet sales targets and drive revenue growth, achieving greater market presence.
  
• Executed pioneering sales approaches and provided guidance to strengthen team capabilities.
  
• Collaborated with cross-functional teams to integrate sales strategies with marketing initiatives, ensuring unified brand positioning.
• Evaluated sales data and market trends to identify opportunities and develop effective sales strategies.
  
• Built and maintained strong relationships with key clients, promoting client retention and satisfaction.
• Acquired over 12,960 donors for represented charities, generating £9,331,200 approximately in donations over six years through strategic sales planning, innovative techniques, and team mentorship, significantly boosting market share and brand visibility.