As a Senior Account Manager at EXANTE, a wealthtech company that provides centralised trading solutions and B2B financial infrastructure, I help clients create value through technology. I leverage my skills in customer relationship management, key client relationships, and family wealth management to offer tailored and holistic financial planning and guidance to my clients, enabling them to access a wide range of financial instruments and markets from a single multi-currency account.With over five years of experience in the financial industry, I have worked with established local and international brands as well as start-ups, developing strategic relationships and increasing profitability. I have successfully closed both B2C and B2B deals, and forged partnerships to create strategic benefits. I have also obtained the CISI Level 1 and 2 certifications, and completed the Absa ReadytoWork Entrepreneurship Masterclasses with Hindsight Ventures. I am passionate about making a positive impact and committed to delivering professional and impactful service.
Listed skills include Windows, Network Security, Security, Networking, and 53 others.