Geneva Area, Switzerland
Wealth Manager at Globaleye
Financial Services
Education
University of Derby 2010 — 2013
Ba hons English
Experience
Globaleye July 2013 - Present
International Wealth Consultancy April 2013 - July 2013
Skills
Pensions, Risk Management, Wealth Accumulation, Life Insurance, Offshore Investments, College Savings Plans, High Net Worth..., Retirement Planning, Financial Planners, Insurance, Investments, Mutual Funds, SIPP, Bonds, Wealth Management, Inheritance Tax Planning, Wealth Management..., Management, Critical Illness, Wealth, Investment Strategies, Fund Platform,..., Estate Planning, Saving for Education, Finacial Management, Financial Services, Investment Advisory, Savings, Retirement, Customer Service, Retirement Savings, Microsoft Word, Portfolio Management, Funding, Microsoft Office, PowerPoint, QROPS, Financial Advisory, Finance, Personal Pensions, Individual Pension Plans, Strategic Financial..., Income Protection, Microsoft Excel, Tax Efficiency