Romaldo Labrooy Email and Phone Number

• Responsible for sourcing potential clients and assisting the wealth managers i work alongside in developing their client bank as well as servicing the 300+ existing clients.•Arranging meetings and briefing potential clients on the services offered - Offshore Banking, Life Insurance, Sharia Wills, Retirement Planning, Education Planning, SIPPS, and Tax Efficient Saving•Using a range of sales techniques to identify an individuals requirements and qualifying them.•Identifying opportunities for marketing and advertising campaigns to widen the client base.•Being up to date on the latest industry/market changes that may affect clients.