Jake Holmes Email & Phone Number

Wealth Associate who focuses on client relationship management, data acuity and liaising with external providers. I work together with clients, advisers and paraplanners to strategize, develop and implement wealth creation plans for an exceptional ongoing client experience.I work with our team considering all aspects of a clients personal and financial situation to create a tailored strategy to protect and improve their wealth and well-being throughout their life.As part of my role, I train and develop graduate staff in their roles as well as onboard experienced professionals into the organisation to ensure they quickly and effectively understand our company policies and procedures.

Listed skills include Customer Service, Staff Development, Microsoft Office, Problem Management, and 3 others.