Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Financial Advisor
Abbey WealthFinancial Advisor
Jun. 2024Dublin, County Dublin, IrelandClient Portfolio Management – Oversee and manage a diverse portfolio of over 300 expatriate clients across the EU, providing personalized financial planning solutions. Enhanced Client Retention & Satisfaction – Built strong, long-term relationships through transparent financial guidance, leading to high client retention rates. Utilization of Wealth Craft CRM – Leverage Wealth Craft CRM to enhance client engagement, streamline financial planning, and improve operational efficiency.
Financial Advisor and Advisory Partner at Benchmark Capital
Benchmark Capital GroupFinancial Advisor and Advisory Partner at Benchmark Capital
Jan. 2019Johannesburg, Gauteng, South Africa
Financial Advisor
Liberty Group South AfricaFinancial Advisor
Aug. 2006 - Mar. 2025Johannesburg, Gauteng, South Africa
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
📝
Get Recommended to New Customers
👋
Connect with Like-Minded People
💸
Raise Capital
🚀
Find a side project
😎
Reach Top Niche Experts
⚡
Find Jobs on a Hidden Market
💼
Find a Perfect Co-Founder
🙌
Find a Trusted Mentor
🤝
Hire Top Global Professionals
See more people like Ricardo on Intch
Consulting
503000 people
17
Associate Director @ KPMG
27
data entry specialist/translator
17
Customer service/ catering @ The Lunch Bag
ConsultingCustomer Researcher
64549 people
17
Customer service/ catering @ The Lunch Bag
16
Practice Manager @ Solas Medical
29
Sponsorship and Commercial Partnerships @ Bamberg Health