Bloomberg Markets Concepts Certificate (with Portfolio Management module)

Certificate in Mortgage Advice and Practice (CeMAP)

Finance professional with a BSc in Finance (First Class Honours) from Coventry University, and experience as a Private Banking Executive at Weatherbys Private Bank and Arbuthnot Latham & Co in London. Proficient in managing Ultra-High Net Worth Individuals (UHNWI) portfolios, developing client relationships, and delivering detailed financial advice. Adaptable, detail-oriented, and dedicated to providing top-notch services in dynamic, high-stakes banking environments. Open to growing further within banking, leveraging analytical skills and direct client experience.

During my time on Weatherbys’ Women and Finance Desk, I developed several key skills:
Account management of a select group of Ultra-High Net Worth Individuals (those with £25,000,000+ in total net asset value) whilst developing and identifying new opportunities for further deposits, lending and investments.
Creating and developing relationships with UHNWI clientele and prospects.
Attention to detail whilst working on advice driven processes such as providing mortgages or managing a clients investments.

Private Banking Executive

During my time on Arbuthnot Latham’s Middle East Desk, I developed several key skills:
UHNWI clientele communication skills whilst working through the busy financial periods
Time management and responsibility
Attention to detail whilst working on written reports (such as KYCs and Credit Reviews), foreign exchange conversions, loan applications, large transfers and other banking tasks and processes.