My vision is to empower businesses to achieve financial freedom and prosperity through innovative wealth generation strategies and business development solutions.
Develop and implement business development strategies to attract new clients and retain existing ones.• Build and maintain strong relationships with high net-worth clients.• Provide financial planning and investment management services to clients.• Collaborate with other departments to ensure seamless delivery of services to clients.• Achieved a 20% increase in assets under management in the first year.
Assisted Wealth Management Business Development Specialists in providing financial planning and investment management services to clients.• Conducted market research and analysis to identify potential clients.• Prepared presentations and proposals for clients.• Collaborated with other departments to ensure seamless delivery of services to clients.
Business Development Excellence Award
December 8, 2024
