Jon-Pierre Narbey Email & Phone Number

Kuala Lumpur, Malaysia

Kuala Lumpur, Malaysia

‘To provide quality advice and service that will put the right money in the right place at the right time with integrity and respect for all.’Holborn is a global financial services group and a leading financial advisory firm based in Dubai. Established in the Emirates for over 20 years, the business has expanded to operate throughout Europe, the Middle East, Asia and Africa.A family owned and operated business, Holborn Assets has over 400 employees worldwide, including 120 financial advisers. Committed to delivering the best possible service, each adviser is trained and qualified to United Kingdom standards with many holding qualifications from the UK’s Chartered Insurance Institute (CII) or Chartered Institute of Securities and Investment (CISI).Holborn’s experienced team of professional advisers specialise in delivering clients quality, independent financial advice and services. Core areas of operation include: Independent Financial Services, Financial Solutions, Citizenship by Investments, Financial Planning, Wealth Management, Shariah Wealth, Currency Exchange, Employee Benefits, Management Services, Insurance, Investments, Protection & Insurance, Pensions, Mortgages, Offshore Services, Tax Planning, Will Writing, Pension Transfers, and QROPS.Holborn benefits from appropriate regulation in all their geographical areas of operation and has been operating successfully in the field of investments since 1998.

Kuala Lumpur, Malaysia

I assisted clients to transfer their existing UK pension schemes, via HMRC approved overseas pension schemes Qualifying Recognised Overseas Pension Scheme (QROPS) or into a Self-Invested Personal Pension (SIPP) scheme. The QROPS and the SIPP process enables individuals to benefit from increased flexibility, greater control over their pension(s) and significant taxation relief.Provided access via an investment platform to the very best in onshore & offshore investment products – everything from JP Morgan Mutual Funds to Australian, South African and Canadian equity markets.

Singapore

Organisation and time management skills were key in developing reports, syllabus, examination papers and curriculum in a high-pressure time constraint environment. Teaching business English and formal English to adult and adolescent classes of various cultural backgrounds. I equipped students with relevant English expressions, vocabulary, verb patterns and structures that can be used on an every-day basis.

Manukau, Auckland

Sales targets achieved by developing long-term customer loyalty through cold and warm calling that acquired and built relationships with clients that provided future sales to the firm. Furthermore I evaluated the needs of walk-in customers to determine suitable products to pitch and sell through hire purchase agreements.

Auckland, New Zealand

Administration reporting of customer files and checks against fire safety regulation and policies. Also servicing of fire safety equipment including fire alarms, sprinkler management system were conducted.

London, England

Supervising relocation of fine antiques and rare artworks for some of the most prestigious galleries and dealers within the greater London area.

Level 4 International Certificate In Advanced Wealth Management, Financial Planning And Services

Level 3 International Certificate In Wealth And Investment Management, Financial Planning And Services

Bachelor Of Commerce (B.Com.), Finance And Economics

Activities and Societies: University of Auckland Investment Club, Economics Club, Commerce students association, Student representative.

Diploma, Audio Engineering And Music Production, A

Activities and Societies: Self development, meditation, yoga, fitness, sports e.g. club softball and tennis international cultures.