Dynamic and results-driven Wealth and Client Service Manager with strong experience in financial advisory, customer relationship management, and data-driven service optimisation. Proven ability to enhance client satisfaction, manage complex portfolios, and translate analytics into actionable business insights. Adept at designing service improvement frameworks, mentoring teams, and fostering long-term client trust. Focused on integrating data analysis and customer engagement strategies to deliver superior client experiences and business growth.
Client communication
Customer feedback analysis
Global investment strategies
Teamwork
Time management abilities
Problem-solving abilities
Excellent communication
Adaptability and flexibility
Verbal and written communication