I have over eight years of experience in the banking industry specialising in Wealth Management and Private Banking. My focus has been in customer experience and investment management. I have a degree in Economics and hold the Investment Advice Diploma awarded by CISI. My industry experience includes onboarding, client servicing and risk profiling, execution of investments, risk management, business development and driving digital improvement. I have also been involved in a number of change projects including the development of new teams following regulatory advancement and the rollout of business technologies such as Avaloq. I enjoy finding solutions to business challenges and implementing them within the team to achieve key objectives.
Authored Content
Asset & Wealth Management
Wealth Management Is Changing — But Not in the Way You Think
Download the full white paper to discover why the transfer of wealth is not as simple or straightforward as many assume—and what the wealth management industry may be missing about this complex and often misunderstood dynamic.
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