• Prepare investment proposals for Sales Agents recommending asset allocations for prospective and current clients.• Assess on-going suitability of current recommendations for trading clients.• Provide training, feedback and clarifications to Sales Agents and Directors regarding Risk profile completion and prospect queries.• Project Management of Proposals quality assurance and improvement.

• Identify opportunities and channel internal efforts to maximise asset clearance percentage, decrease transfer lag and improve client retention.• Organise and lead recurring meetings with Service, Sales and Operations teams to establish specific plans to improve conversion and funding rates of non trading clients in 8 different countries.• Provide management with data-backed evidence and advice on possible solutions to facilitate decision making processes.• Verifying the suitability of advice given to clients and granting trading authorisation to internal parties.• Work closely with legal and compliance in the elevation of situations requiring ad hoc review.• Create automated systems to identify trends and growth opportunity.• Increase visibility for good practices and incorporate them in official Policies and Procedures.

Working towards the establishment of Fisher Investments Europe in Italy:• Support the European and Italian salesforce and relationship managers with new client acquisitions, transitions and services.• Work closely with relationship managers to ensure efficient funding and relationship management.• Establish new relationships and liaise with custodian banks to open, transfer and maintain accounts.• Producing and analysing tailored investment portfolio recommendations with the portfolio evaluation team.• Guarantee business protection by following AML/KYC policies according to company standards.• Analyse, review and improve internal and external processes in order to maximise business expansion.• Conduct candidate interviews for new Associate hires and organise ad hoc training programmes for new hires.• Creation, translation and review of client documents and market updates.

• Application underwriting from potential clients.• AML and KYC evaluation: elevate cases to compliance according to company guidelines.• Conduct ad hoc project work, mainly on business analysis and training sessions.After 2 months in this position I was approached with an offer from Fisher Investments Europe.

• Guarantee the smooth running of all the daily operations of the highest grossingstore of the company including training for 20 staff members.