Martin Chungong
Client Relationship Manager at United Advisers- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
French -
-
Spanish -
Topline Score
Bio
Experience
-
United Advisers
-
Spain
-
Financial Services
-
1 - 100 Employee
-
Client Relationship Manager
-
Nov 2014 - Present
Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals. - Provide discretionary Wealth Management investment and portfolio management services to private clients within the EU and to all Swiss Citizens - Cater to individuals with cross-border interests within the EU, Switzerland and internationally - Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, funds, stocks, bonds and structured products - Provide tax advantageous investment solutions, which factor in residency and domicile - Work closely with strategic business partners, asset managers and client services I work directly with my wealth manager and administrative team to provide quality service to our existing clients and act as first point of contact with prospective clients. My main responsibilites include: - A major focus on attaining new business through referrals, multi-media tools and assessing the needs of prospective clients - Managing existing clients, portfolio reviews and strategy outlook meetings Show less
-
-
-
International Labour Organization
-
Switzerland
-
International Affairs
-
700 & Above Employee
-
IT Analyst
-
May 2014 - Oct 2014
Managing several computing hubs, providing networking and IT support to the international delegates attending the annual International Labour Conference. Managing several computing hubs, providing networking and IT support to the international delegates attending the annual International Labour Conference.
-
-
-
Cubic Globle
-
Niger
-
Independent Contractor
-
Jan 2014 - May 2014
Organizing team for the Oil Gas Mine conference in Niger, producing conference deliverables, schedule management, IT and financial support Organizing team for the Oil Gas Mine conference in Niger, producing conference deliverables, schedule management, IT and financial support
-
-
-
UNDP
-
United States
-
International Affairs
-
700 & Above Employee
-
Operations - Finance
-
May 2013 - Jan 2014
Support finance department, including managing account payables, classification of financial documentation, and other operational tasks. Support finance department, including managing account payables, classification of financial documentation, and other operational tasks.
-
-
-
IT Services
-
Geneva Area, Switzerland
-
Independent consultant
-
Aug 2012 - Mar 2013
-
-
-
-
United Kingdom, Teacher
-
Jan 2010 - Dec 2010
Assisted in the Teaching of Computing and ICT to Students at an Alevels / IGCSE standard. Put together lessons and lessons plans, taught the needs to know when it comes to doing ICT at an Undergraduate level. Trained students to use specific software needed to design appropriate task webpage’s. Assisted in the Teaching of Computing and ICT to Students at an Alevels / IGCSE standard. Put together lessons and lessons plans, taught the needs to know when it comes to doing ICT at an Undergraduate level. Trained students to use specific software needed to design appropriate task webpage’s.
-
-
Education
-
INSTITUTE OF FINANCE AND MANAGEMENT
MBA, Digital Marketing -
University of Hull
Bachelor of Science (BSc), Computer Science -
INTERNATIONAL SCHOOL OF GENEVA, LA CHATAIGNERAIE
IGCSE -
The University of Hull
Master of Science (MSc), Business Management -
HAMPSHIRE COLLEGIATE SCHOOL & EMBLEY PARK
AS & A