I bring a rare combination of financial services expertise and digital product management experience. Open to opportunities in financial services sales, client relations, and product management.
I thrive on challenges, am a fast learner and always looking to develop new skills. My key skills include client management (such as investor acquisition, onboarding, and retention) and the development and execution of new business projects.
I am fluent in French and have experience working in France, the UK and Australia.
Managing distribution for Switzer Asset Management.
Client/investor relations. Articulating our investment strategy, structure and objectives to current and potential investors. This often requires explaining complex concepts in an easy to understand way.
Managing the subscription sales and marketing teams.
Planning, developing and managing the implementation of marketing campaigns.
Capital raising for new products and funds.
Liaising with various parties (such as investors, key stakeholders, registry service providers, stock exchanges and regulatory bodies) to develop new products and services.
Liaising with partners to develop creative markeiting campaigns across a wide range of media.
Writing engaging copy on the economy, financial markets and superannuation industry.
Website and CRM management (this includes experience with Wordpress, HTML, Salesforce and bulk email programs).
Managing social media strategy and channels.
Managing advertising and marketing activity. This involves liaising with designers and publishers, as well as developing creative and innovative marketing ideas to keep the report fresh.
London School of Economics (via University of London International Programmes)
2016
to 2020
Currently studying a post-graduate Diploma of Finance at the London School of Economics via the University of London International Programmes. I am studying part time and aiming to be finished by 2020.
Qualified to provide general financial advice to retail clients under the Regulatory Guideline 146 (RG146). My course specialised in Managed Investments.