• Manage client portfolios by selecting appropriate securities, ensuring execution of instructions, and monitoring and rebalancing portfolios to ensure growth.• Collaborate with the team to expand the Assets under Management (AUM).• Manage client relationships to guarantee satisfaction and foster business growth.• Analyse financial statements, develop models, make financial projections and express opinions on prospects for companies, industry and other financial instruments.• Maintain intelligent market information about competitors and competing products.• Prepare and make presentations to prospects• Provide investment advice to existing and prospective clients

• Successfully led and managed the Dealings team, surpassing all targets and expectations while ensuring strict adherence to investment banking conventions and regulations in the capital and money markets. Achieved over 100% of target, demonstrating exceptional leadership and strategic guidance.• Developed comprehensive training programs for new hires, enabling them to build the necessary skills and expertise. This resulted in their ability to perform duties with little to no supervision within the target timeframe of 3-6 months. Maintained a focus on fostering high levels of ethics and professionalism within the team.• Proactively identified new investment asset classes and diligently scouted for lucrative investment opportunities. Gathered valuable market intelligence to facilitate fund managers' strategy formulation. Spearheaded negotiations and successfully justified over 80% of new money market securities deals, showcasing strong analytical and persuasive abilities.• Demonstrated exceptional efficiency in portfolio management operations, ensuring 96% of total trades settled on time. Developed a highly effective tracker and trustee approval-monitoring system, streamlining processes and minimizing errors.• Collaborated closely with issuers, trustees, custodians, treasuries, and brokers to orchestrate seamless execution and settlement of trades and cash transfers. Meticulously organized and coordinated operations for various business units, including Pensions, Mutual Funds, Private Wealth Management, and Institutional Investments. Achieved error-free settlements for 99% of trades.• Conducted periodic analysis and maintained active intelligence on collective investment schemes. Performed thorough due diligence on issuers, ensuring comprehensive insights for informed decision-making. Promptly completed and submitted 100% of all financial analysis reports.

• Pioneered an innovative virtual financial literacy tertiary campus tour during the challenging COVID-19 lockdown period. Successfully hosted and engaged over 3,000 tertiary student participants, providing invaluable knowledge and insights to promote financial literacy.• Collaborated closely with the sales team, leveraging effective communication and strategic thinking to develop a cutting-edge client onboarding strategy. This resulted in a remarkable increase of over 40% in direct debit subscriptions, driving revenue growth and enhancing customer satisfaction.• Demonstrated meticulous attention to detail in the development of compelling communication materials. Skillfully conducted prospecting activities and delivered impactful presentations to potential clients, consistently surpassing presentation targets with exceptional outcomes.• Developed and implemented a wide range of highly effective marketing, sales, and risk management strategies. Demonstrated outstanding leadership and guidance, successfully mentoring the sales ambassador team, instilling a culture of excellence and driving over 50% growth in annual sales.I have consistently achieved remarkable results by leveraging my expertise in sales and marketing, along with my innovative thinking and exceptional communication skills. My passion for delivering impactful campaigns and strategies has been instrumental in driving growth and creating tangible value.

• Successfully led a team of five in organizing and executing a highly impactful financial literacy competition program at the University of Ghana. Fostered a culture of flexibility and teamwork, resulting in exceptional outcomes. Surpassed sales targets by over 120%, significantly exceeding expectations and making a lasting impact on participants.• Orchestrated a dynamic roadshow campaign targeting tertiary institutions. Skillfully planned and executed the campaign, effectively drumming up student accounts and achieving a remarkable increase of over 50%. Demonstrated strategic thinking and strong project management skills to drive successful outcomes.By leveraging my expertise in financial literacy advocacy and team leadership, I have consistently achieved outstanding results in engaging and empowering individuals. Through innovative campaigns and strategic initiatives, I have successfully promoted financial literacy and facilitated meaningful change.