Eunice Abadicio - Dondoy Email & Phone Number

Alberta, Canada

Alberta, Canada

Abu Dhabi, United Arab Emirates

Business AdministratorGuardian Wealth Management / Skybound Wealth ManagementJune 2020-Present Working in a UK based company with more than 10,000 international clients and still growing, managing more than $1 Billion of client savings under management with over 200 advisers with 7 offices across 4 continents (UK, USA. Switzerland and UAE). Provide administrative services for regular savings, platform investments, portfolio bonds, life insurance, wills and legacy planning and other financial planning services for clients around the world;• Preparing and Processing New Business applications, screening AML/KYC documents and pipeline reports• Fund Switches and Dealing Instructions• Servicing Queries- contacting clients, financial adviser and providers• Assisting on managing Abu Dhabi office

Abu Dhabi, United Arab Emirates

• Managing Abu Dhabi office with all the administration, business placements, financial records (petty cash, requisition forms, purchase orders, invoices etc.), events, marketing and business developmentrequirements• Assisted on the contents, editing and design of the fact find, new business, terms of business and compliance documents and reports for financial and insurance services• Managing corporate insurance including employee benefits (group medical and group life), motor insurance including fleet, workmen’s compensation, life business and investments• Financial planning and funds analysis including insurance and critical illness cover, savings, investments on portfolio bonds, UAE Wills, keyman insurance etc.• Building relationship with various insurance providers and setting up trainings and seminars• Assisting consultants/ IFAs with all the new business documents and policy servicing

United Arab Emirates

• Reported directly to the group manager • In charge of all the administration processes to a team of senior wealth managers with new business or top up application, issuance and policy servicing• Prepared illustrations, compliance documents and complete new business packs• Liaised with clients directly with all their queries regarding their investments and request for referrals• Coordinated with the providers to ensure that all requests and business pipeline are properly managed and actioned• Provided fact sheets and valuations for review and schedule quarterly meetings• Completion of dealing instructions, fund switch forms and commission forms if applicable• Assisted with general insurance, medical insurance, employee benefits etc.• Maintained records of all transactions, client documents and communication with the providers• Communicated with the consultants for training schedules and networking events planning; scheduleprovider meetings and participation in networking events; assisted in hiring consultants and admin staff

Abu Dhabi Emirate, United Arab Emirates

Philippines

Japan

English as a Second Language teacher for Japanese students.

Associate'S Degree, Business Analysis

Activities and Societies: Business Planning, Monitoring and Improvement , Stakeholder Collaboration and Elicitation, Life Cycle.

Global Financial Compliance Certificate, International Finance

Investment Operations Certificate, Business Administration, Management And Operations

Cisi Uk Global Financial Compliance, Business Administration, Management And Operations

Uae Financial Rules And Regulations

International Introduction To Securities And Investments, International Introduction To Investment Award

Professional Teaching Certification, Education

Bachelor Of Applied Science (B.A.Sc.), Major In Genetics

Activities and Societies: UP CELL BIOLOGICAL SOCIETY

Certificate In English Language Teaching, Teaching English As A Second Or Foreign Language/Esl Language Instructor