Wealth Manager

• Jan 2020 - Present

Performing all or some of the following duties in all roles with increasing levels of responsibility:• Assessing client needs, objectives and risk tolerance• Formulating and implementing individually tailored, holistic financial plans including local investments, offshore investments, retirement planning, estate planning, risk management and business assurance• Reviewing client portfolio reports and risk coverage, in conjunction with changes in client circumstances, investments, general market movement, risk management needs and product offerings available• Conducting financial product and investment research• Technical expert on financial services products, legislation, tax implications and strategies• Client liaison, building strong working relationships and effective communication channels with key stakeholders• Providing and communicating all product information, legislative knowledge and other information required by the client to make informed decisions• Developing and maintaining relationships with key suppliers, particularly fund managers and life companies• Supervising, coaching, training, motivating and mentoring personnel, setting clear goals and expectations, providing relevant feedback and discipline as required• Performing as a strong member of a cohesive team with strict adherence to statutory regulations, service level agreements, quality standards, governance processes and compliance requirements

Financial Planner

• Jan 2016 - Dec 2019

Analyst

• Jan 2013 - Dec 2015