Venice Allen-Williams

Core Functions:

• Grow the company's client database with new Corporate and High Net Worth Clients whilst strengthening relationships with existing clients.
• Provide expert advice that caters to existing and prospective clients' financial needs for investment or credit facilities.
• Provide excellent customer service that is timely and efficient.

Achievements:

Financial Year 2022/2023 closed target at 119% (2nd place Highest Performance)

Financial Year 2023/2024 closed target at 227% (1st place Highest Performance)

Core Functions:

• Provide excellent financial advice while offering premium customer service to new and existing clients; including providing complete portfolio planning
• Responsibility for retaining and growing existing customer relationships and new business developments
• Champion a high performance environment in order to attract, retain, develop and motivate team members by fostering an inclusive work environment and assist junior staff with client interactions where necessary

Achievements

Achieved 200% of target after the first month of sales

Customer Service Champion

Core Functions:

• Assist clients in meeting their financial needs through detailed professional conversations in which I offer expert advice on how to invest towards their specific financial goals.
• Build out investment portfolios that are unique to the individual and will assist such individuals to maximize their wealth, while diversifying their risk exposure.
• Cross sell products that will cater holistically to a client's financial needs.
• Keep abreast of all local and global information that impacts the performance of investment strategies.
• Maintain strong, positive relationships with existing clients and foster new relationships for prospective business.

Achievements

Highest Individual Revenue Impact for Financial year 2017/2018 for the branch

Largest Growth in Managed Portfolios for the branch for financial year 2017/2018

Consistency in Target Achievement

Core Functions:

• Strong knowledge on financial sector regulations and company regulations in order to serve clients in adherence with policies and procedures
• Fluent knowledge of products and services in order to provide best financial solutions for clients based on their expressed or unexpressed needs and risk
• Providing excellent customer service in a timely manner

Core Functions:

•Providing relief services for over six (6) locations island wide.

•Strong knowledge of financial sector regulations and company regulations in order to serve clients in adherence with policies and procedures.

•Fluent knowledge of products and services in order to provide advice on best financial solutions for clients.