Professional Biography
Assist Investment Managers in my team with managing portfolios and client relations.
How do you describe what you do?
Assist Investment Managers in my team with managing portfolios and client relations.
What's next for you professionally?
Complete my Investment Advice Diploma, then my Masters in Chartered Wealth Management.
What's your favourite thing about your role?
I enjoy keeping up to date with current affairs and analysing how these may affect markets. Within my role, I get exposure to great new sources and have the opportunity to speak to very knowledgeable people both internally and externally.
What's next for you personally?
I love travelling and I recently obtained my PADI scuba qualification. I am eager to get more advanced PADI qualifications while seeing some amazing countries and aquatic life.