A highly experienced financial professional with a strong background in client services, sales support, and asset management, I have over 15 years of experience working with leading firms such as Nikko Asset Management, Standard Life Investments, and Martin Currie. As the Head of Client Services and Sales Support for EMEA at Nikko Asset Management, I oversee client relations for an asset base exceeding USD 7bn, manage a team of seven, and lead significant client onboarding and reporting projects. I hold a BSc (Hons) in Actuarial Mathematics & Statistics from Heriot-Watt University and professional qualifications in ESG investing, capital markets, and investment management. With proficiency in French and systems such as Bloomberg and Salesforce, I am adept at navigating complex client needs and delivering tailored investment solutions.
My Mentoring Topics
- Product, Client Relationship Management, Continuous Improvement, Reporting enhancement,
You need to be logged in to schedule a session with this mentor. Please sign in here or create an account.
F.
10.November 2024