Business Development Financial Services

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Adam Godfrey

Address: London, United Kingdom

Phone: 075-********

E-mail: **************@*******.***

LinkedIn: Adam Godfrey

Hold a UK passport and can work in the UK indefinitely.

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Adaptive financial services professional with over six years of experience, specialising in building strong relationships and leveraging emerging financial technologies. Excel at driving business development, enhancing customer satisfaction and optimizing internal systems to maximize overall efficiency. Proven ability to retain high-value clients, achieve substantial sales growth and navigate complex, fast-paced environments.

Skills

• Sales and Business Development • Conflict Resolution

• Client Relationship Management • Team Leadership and Mentoring

• Strategic Planning and Execution • Process Improvement

• Stakeholder Communication • Problem-Solving

• Data Analytics

• Simplifying Complex Concepts

• Adaptability

• Technical Product Understanding

Work History

01-2022 – 05-2024 Wealth Management Adviser

Fisher Funds, Auckland, New Zealand

• Managed a portfolio of 600 high net-worth clients, totaling over $80 million in size with the goal of retaining and growing business.

• Provided exceptional customer service through prompt response times, empathetic listening and clear communication of financial concepts.

• Mentored junior advisers, enhancing their skills in client relationship building and identifying new business opportunities.

• Enhanced client satisfaction by providing personalised wealth solutions and strategies.

06-2021 – 01-2022 Senior Client Adviser

Fisher Funds, Auckland, New Zealand

• Responsible for growing my portfolio of 4,600 clients through targeted business development and referrals from satisfied clients.

• Enhanced our internal processes and CRM systems for greater efficiency, leading to improved client retention.

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• Resolved complex client concerns promptly, maintaining trust and loyalty in the advisory relationship.

• Guided clients through major life events, such as retirement planning or estate settlement matters.

09-2020 – 06-2021 Distribution Support Manager

Fisher Funds, Auckland, New Zealand

• Managed relationships with external financial advisers and banking partners, ensuring their needs were met and to aid in their remuneration.

• Provided training to banking staff to improve competency, resulting in greater lead generation.

• Regularly provided comprehensive reports to internal stakeholders, ensuring optimal performance and execution of our strategic metrics. Accomplishments

• Achieved highest capital inflow as a Financial Adviser during FY 21/22. o Exceeded annual targets by over 160% through proactive business development across new and existing client channels.

o Demonstrated a deep understanding of client evolving needs, solidifying their trust, resulting in a 91% customer satisfaction rate overall. This in turn made clients more comfortable referring to others, aiding in further business opportunities.

• Maintained the highest retention of FUM as a Financial Adviser during FY 22/23 and 23/24. o During market uncertainty, my levels of proactive engagement rapidly increased, leading to stronger relationships and more tenacious clients. o This was achieved through regular portfolio reviews and personalised financial advice.

• Development and implementation of a new advisory and CRM system. o Worked with multiple teams to streamline the financial advice process, resulting in increased efficiency across the wider advisory team.

• Consistently rated as “over-achieved” in performance reviews over 4 years at Fisher Funds. Education

02-2015 –11-2017 Bachelor of Science: Genetics

University of Otago - Otago, New Zealand

Certifications

08-2024 Google Data Analytics Professional Certificate 09-2020 New Zealand Certificate in Financial Services (Investments) References

Available from Fisher Funds upon request.

Contact this candidate