MAIYAKI, URIEL RUTH
No ** Second Avenue, Ishaya Shekari Street, Gwarinpa, Abuja.
Phone: +234**********. Email: firstname.lastname@example.org.
Date of birth: 5th April, 1993.
State of origin: Kaduna state.
Marital status: Single.
An experienced Individual in Relationship Management, having considerable success in advising high net worth individuals and corporate clients on investments. A good number of years of experience in providing financial services and assisting clients in making informed decisions by showing them various options and helping them to assess the merits of different plans. Possessing in depth knowledge of mortgages, loans, investment strategies and working hard to provide a high-quality, customer-driven and sales-focused service. Having excellent communication skills, able to work in a targeted environment, as an individual and also part of a team, and experienced at working to strict compliance requirements. Currently seeking opportunities to develop my skills and knowledge in order to effectively contribute to any work environment I am employed in.
RELEVANT KNOWLEDGE, SKILLS, AND TRAINING
Interpersonal skills • Analytical skill • Interpretation of Financial Statement • Possess the ability to professionally follow up leads and convert them into sales.
Fully aware of financial legal obligations and industry regulatory requirements.
Meeting clients face to face and conducting in-depth reviews of their financial circumstances and future goals.
Advising clients on how to get the best return for their investment portfolios
Monitoring the economy and assessing economic trends.
Identifying customer needs and knowing when to refer a client to another financial advisor.
Highly organized with the ability to prioritize workloads according to urgency.
2014 Bachelor’s degree in Civil Engineering
2009 Senior Secondary School Certificate
Faith Academy School
RELATIONSHIP MANAGER UK- DION Investment Limited
August 2020 – Present
Management of clients’ transactions and complaints
Produce financial reports for senior managers.
Reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations.
Promoting company products to clients.
Prepared investment analyses for both individual clients as well as corporate ones.
FINANCIAL ADVISOR Old Mutual Nigeria
March 2019- June 2020
Advising Clients on the best Insurance investment that matches their portfolio which meets their financial goal.
Producing company marketing and promotional literature.
Providing administrative support provided including report writing and new business processing.
Liaising with clients face to face or over the telephone or via email so as to obtain all relevant information.
Advising on mortgages and related protection products and processing transactions and resolving any issues that may arise.
Duties included visiting clients at their home or offices.
Researching and also finding products from various sources and companies that meet the clients needs.
PERSONAL ASSISTANT C&C CLASSICAL COLLECTION.
August 2015 – December 2018.
Acting as a first point of contact: dealing with correspondence and phone calls.
Managing work diaries and schedules.
Organising meetings and appointments, often controlling access to the manager.
Book and arrange travel and accommodation for both private and work trips.
Reference will be provided on request.