Gbenga A. Email & Phone Number

Aberdeen, Scotland, United Kingdom

Aberdeen, Scotland, United Kingdom

Aberdeen, Scotland, United Kingdom

United Kingdom

United Kingdom

• Conducted thorough consultations with clients to understand their investment goals, risk tolerance, and financial preferences.• Performed comprehensive financial analyses, considering market trends, economic indicators, and clients' circumstances.• Managed and optimised clients' investment portfolios, ensuring alignment with their financial objectives and risk profiles.• Communicated potential risks associated with different investment options, guiding clients in making informed decisions.• Conducted ongoing market research to stay abreast of financial market developments, identifying opportunities and threats.• Developed tailored investment strategies based on client's financial goals, time horizons, and risk preferences.• Monitored and evaluated the performance of clients' investment portfolios, providing regular updates and recommending adjustments as needed.• Educated clients on investment products, market dynamics, and potential implications for their financial portfolios.

• Cultivated and maintained strong relationships with a portfolio of clients, understanding their financial needs and goals.• Conducted comprehensive financial analyses to assess clients' financial positions, identifying opportunities for growth and risk mitigation.• Evaluated credit risk by analysing clients' financial statements, credit reports, and industry trends, ensuring adherence to risk management policies.• Collaborated with clients to develop customised financial solutions, addressing specific needs and objectives.• Identified opportunities for cross-selling various banking products and services, maximising revenue from client relationships.• Ensured compliance with regulatory requirements and internal policies, guiding clients on adherence to financial regulations.• Addressed and promptly resolved client inquiries, concerns, and issues, enhancing overall satisfaction.• Conducted market research to stay informed about industry trends, competitor activities, and market conditions, providing client insights.• Monitored clients' financial performance regularly, proactively identifying areas for improvement and proposing adjustments to financial strategies.

• Utilised Lean techniques, a structured approach was applied to problem definition, measuring the current situation in a specific business area, analysing issues and their root causes, and defining and evaluating improvement initiatives. • Facilitated workshops to discuss and resolve problems, and project team meetings were organised and led, with actions allocated and project plans updated as appropriate.• Worked closely with the key stakeholders to review the current processes and identify key areas of improvement, utilising methodologies and value stream mapping to optimise processes and increase cost savings, ensuring efficient workstreams. • Identified, documented, and managed project risks and conflicts related to the processes, implementing effective conflict resolution strategies to ensure successful project outcomes. • Maintained a constant relationship with the project manager and key stakeholders, providing regular and updated feedback about project reports in a collaborative atmosphere.• Outlined and documented detailed requirements, covering functional and non-functional aspects, and developed comprehensive acceptance criteria.• Participated in the Change Management process, creating change requests and coordinating with external vendors, supporting test and release planning, and updating the Change Management database.• Created Epics, Features, and User Stories in Jira and Confluence and supported the periodisation of product backlog items to align with strategic business objectives.• Supporting Agile ceremonies like daily stand-ups, sprint planning, sprint refinement, demos, and retrospectives, ensuring requirements were comprehended and agreed upon.

Msc. Business And Financial Management, Accounting And Business/Management

Mba, Finance And Financial Management Services

Bsc. Economics, Economics

Msc. Business And Financial Management, Accounting And Business/Management

Msc. Business And Financial Management, Accounting And Business/Management

Statistics, Mathematic And Statistics