Working closely with private clients based in the Middle East assisting in the structuring of the financial affairs, including: - Offshore banking- Real Estate- Structured investing - Discretionary portfolio management - Investment portfolios- Trust and company formation - Private banking and investment solutions

Focusing on comprehensive financial planning services to a diverse clientele. My role involved collaborating with senior advisers and clients to develop tailored investment strategies that align with their long-term financial goals.Key Responsibilities:- Developed extensive knowledge in both onshore and offshore investing, enabling clients to diversify their portfolios and optimise returns.- Assisted clients in understanding and navigating UK tax regulations, ensuring compliance while maximising tax efficiency.- Provided expert guidance on estate planning and asset protection to secure clients' financial legacies.- Facilitated trust formation to protect assets and ensure seamless wealth transfer.- Managed client requirements with a focus on personalised service and long-term financial strategies.- Specialised in intergenerational wealth planning, helping families create and preserve wealth across generations.Achievements:-Successfully developed and implemented strategic investment plans tailored to individual client needs, resulting in significant portfolio growth.-Enhanced clients' understanding of complex financial instruments and tax legislation through clear and concise communication.-Built strong, lasting relationships with clients, gaining their trust and ensuring their financial well-being.-Contributed to the firm's growth by delivering exceptional service and achieving client satisfaction.Skills:- Onshore and Offshore Investing- UK Tax Regulations and Planning- Estate Planning and Asset Protection- Trust Formation and Management- Long-term Investment Strategies- Intergenerational Wealth Planning