A dynamic Senior Financial and Wealth Advisor with extensive financial advisory and investment management experience within the insurance sector, for both the affluent and high net worth market.
High-level professional who utilizes the spectrum of financial disciplines available to manage affluent clients’ wealth and provide a bespoke strategy.
Possesses all the attributes of a transformation leader as he creates an inspiring vision of the future. Motivates and inspires people to engage with that vision.
A high achieving advisor capable of developing innovative bespoke solutions and financial plans designed to ensure high-net-worth clients manage their wealth and finances efficiently.
Has excellent interpersonal, communication and negotiation skills, the ability to influence decisions and to develop positive relationships.
Enjoys being part of successful and productive team, as well as, motivating, training and developing people.