Raymond Bridges
Client Relationship Manager at Connect Resources- Claim this Profile
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Bio
Experience
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Connect Resources
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United Arab Emirates
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Human Resources Services
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100 - 200 Employee
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Client Relationship Manager
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Jul 2023 - Present
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deVere Acuma
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Financial Services
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100 - 200 Employee
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Business Development Manager
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Jan 2023 - Jun 2023
As a trainee Financial Advisor, I worked alongside a senior advisor to provide financial planning and investment advice to clients. My responsibilities included conducting market research and analysis, assisting in the preparation of financial plans and proposals, communicating with clients to gather information and answer questions, participating in client meetings, and learning about regulatory requirements and compliance procedures in the financial services industry.
Throughout my training, I demonstrated strong meticulous skills and a willingness to learn. I attended training sessions and workshops to develop my skills and knowledge related to financial planning and investment management. I gained exposure to various financial products and services and developed an understanding of how to identify appropriate investment strategies based on client goals and risk tolerance.
Participating in client meetings allowed me to gain exposure to client interactions and needs, and to understand how to communicate financial information in a clear and concise manner. I learned how to ask the right questions to understand a client's financial situation and goals, and how to tailor financial plans to meet those goals.
Overall, my experience as a trainee Financial Advisor has given me a solid foundation in financial planning and investment management. I am eager to continue learning and growing in my role as a Financial Advisor, and to help clients achieve their financial goals. Show less -
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Hunt and Harris Real Estate
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United Arab Emirates
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Real Estate
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1 - 100 Employee
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Property Consultant
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Sep 2022 - Dec 2022
Successfully guided clients through the buying, selling, and leasing process. Conducted property inspections and evaluations to determine market value and potential for sale or rental. Developed marketing strategies and materials to promote properties and attract potential buyers or renters, resulting in increased visibility and interest in listings. Negotiated deals between buyers and sellers, including price, terms, and conditions of sale or lease agreements, resulting in favourable outcomes for all parties involved. Maintained accurate records of all transactions and communicated regularly with clients, attorneys, lenders, and other professionals involved in the process, ensuring smooth and timely closings. Stayed up-to-date on industry trends, regulations, and market conditions to provide clients with the most relevant and timely advice possible, resulting in increased trust and satisfaction. Show less
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Greene King
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United Kingdom
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Food and Beverage Services
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700 & Above Employee
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General Manager
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Jun 2019 - Jun 2022
Overseeing the day-to-day operations of the Bar/Restaurant, including managing staff, inventory, and finances. Developing and implementing policies and procedures to ensure the smooth and efficient operation of the bar. Creating and maintaining a positive work environment for staff, encouraging teamwork and professional development. Ensuring compliance with all applicable laws and regulations related to the sale of alcohol and the operation of a bar. Developing and implementing marketing and promotional strategies to attract customers and increase sales. Monitoring customer satisfaction and addressing any issues or concerns in a timely manner. Maintaining a safe and clean environment for staff and customers, ensuring adherence to health and safety regulations. Managing budgets and financial performance, including monitoring expenses and revenue, and making adjustments as necessary. Ensuring that the bar meets or exceeds sales targets and profitability goals. Building relationships with suppliers, vendors, and other stakeholders to ensure a reliable supply chain. Management & leadership – Managing a team, organizing schedules and rotas, managing conflicts and staff problems, decision making etc. Customer service – Advising customers, overseeing customer complaints, ensuring high standards of customer service. Show less
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Marks and Spencer
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United Kingdom
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Retail
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700 & Above Employee
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Customer Service Assistant
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Feb 2017 - May 2019
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Education
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The Chartered Institute for Securities & Investment (The CISI)
Investments and Securities