Head Assistant Relationship Manager
CurrentPart of the senior wealth management team, I service existing clients as their main point of contact with their financial portfolios as well as bringing new clients on board through business development.I provide full support to the senior wealth managers in growing and retaining their client base through extensive research on existing and prospective clients. Much of the analysis is focused on macro-economic strategies within our investment platforms and setting up retirement strategies; ensuring clients are protecting their wealth as well as maximizing growth potential.