CV, Private Wealth Management Assistant Targeting Europe And M East

Unavailable

Serial No: 20208

Job Seeker Location

×

Close

Skills keywords: communications, finance, investor relations, multi lingual, private banking

Short Bio:

In the last six years, working for Russell Wood Ltd in the role of Private Wealth Management Assistant and Trust Administrator, I have assisted my Managing Director in daily operations, I have served as client relationship builder and public relations coordinator and I have provided administrative and accounting support.

Current location:  London - View on map

Nationality: Latvian

Preferred Sector of Employment:  multilingual, Oil, Gas and Energy, IT and Technology

Spoken languages: english, french, Latvian, russian

Location I am interested in working: Anywhere

Relevant Qualifications & Education

February 2015
(London, UK)
DELF B1 (Institut Francais Du Royaume Uni)

April 2010
(CISI, London, UK)

Certificate in “Introduction to Securities and Investment”

September 2005 – June 2008
(London, UK)
University of Westminster, BA (Hon’s) Economics/International Relations (2:1)

Third year modules include: – Advanced Business Economics, – International Economics, – Politics 30 credit project (Russia’s Energy Policy), – Intermediate French

September 2000 – June 2005 (Latvia, Riga)
University of Latvia, BA Politics (2:1)

September 1998 – May 1999 (Merida, Venezuela)
Lycee – Caracciolo Parra

September 1996 – July 2000 (Kraslava, Latvia
Kraslava High School Diploma

Profile

I bring 6 year experience in Private Wealth Management. I have been working for one of the leading ME family offices based in London.

I have been supporting the MD in the administration of the family’s investment portfolio as well as all the documentation related to trust investment. I have been in regular contact with Private Banks and lawyers in order to carry out all the activities related to daily operations.

I speak fluently Latvian, Russian, English and intermediate Spanish and French.

This experience helped me to develop strong communication skills. I am naturally very detail focussed, pro-active and self-starter. I also have great organisation and coordination skills.

I am looking to move to a role in Communications/PR or Investor Relations that would involve much more interactions with various internal and external stakeholders. I am also very keen to learn new skills. I believe I will be able to have a great impact as I am dedicated, open and a great listener.

Career Summary

August 2008 – to date:
Trust Administrator/Private Wealth Management Assistant – Russell Wood Limited
(Family Office, Private Wealth Management, Middle East)

Russell Wood Limited is a private family office whose principal activity is wealth management. Russell Wood Limited is a member of the London Stock Exchange and is authorized and regulated by the Financial Services Authority (FSA).

Key Responsibilities

• On-going coordination between Private Banks, lawyers and funds for Russell Wood Ltd

• Building investor relations and responsible for maintaining relationships with fund managers and custodians

• Preparation of payment instructions for signature and forwarding of such instructions to the relevant financial institutions

• Liaison with banks and lawyers on payment instructions and general documentation related to company trust investments

• Preparation and recording of memos for trust accounts related to payments

• Gathered drawdown notices and distribution notices for private equities

• Monitoring and forecasting cash flows and returns for private equities

• Revaluation of International and Regionally held private equities

• Developed a good understanding of both of trusts and wealth management and exposure to alternative investment and portfolio analysis

Achievements

• I have facilitated work for the management by undertaking varied tasks;

• I have demonstrated excellent communication skills evidenced in my ability to develop good relationships and partnerships with clients that have helped with my work;

September 2007 – July 2008:
Independent Financial Adviser (IFA) Assistant
Bond Wealth Management, London

Bond Wealth Management Ltd is a firm of Independent Financial Advisers. My role was to provide support for an IFA for all financial planning needs; with particular emphasis on work relating to pensions and investment analysis.

Key Responsibilities

• Gathering investment fund information

• Liaising with insurance companies regarding investment policies and quotations

• Maintaining and updating clients database

• Drafting correspondence and responsible for administrative duties

• Organizing monthly “Lunchworks” business networking meetings for groups of up to 30 people including: venue, catering, collecting subscriptions and event administration

Achievements

• Learning the operations of UK’s financial products with particular emphasis on pensions and investments

• Successfully organized 8 monthly business networking meetings

July 2007 – August 2007:
Market Researcher
Hobson’s (Global Graduate employment & Training), London

Key Responsibilities

• Through teamwork, proactively executed marketing campaigns for Royal & Sun Alliance to promote Hobsons Graduate Programmes worldwide

• Liaised on the phone with foreign university representatives

• Translated from Latvian, Russian to English – send invoices, purchase numbers

• Used the CRM system to keep/update database administration

Achievements

• Increased the number of weekly enrolments by 20% under budget constraints

• Built a comprehensive Customer Relationship Management System (CRM)