Practice manager and personal assistant@Integris Wealth
Verified
I am a financial professional with a strong background in managing wealth and supporting ultra-high-net-worth (UHNW) clients, with expertise spanning local and international trusts, offshore and discretionary investment management,
compliance, and client relationship management. I continually expand my knowledge through accredited CPD courses, keeping me current on best practices and regulatory changes in the financial services sector. My experience in FAIS compliance, international financial transfers, and financial emigration equips me to manage complex portfolios with precision and discretion.
In my role as an assistant with Graviton Wealth Management, I have honed skills in client onboarding, compliance documentation, and transaction oversight, all while fostering strong relationships with clients and service providers. My previous roles supporting directors at leading wealth management firms have given me extensive experience facilitating high-level transactions, consolidating client financial data, and liaising with multiple Financial Service Providers (FSPs). I understand the importance of confidentiality and trust in serving UHNW clients and am committed to upholding these standards.
My interest in global markets and geopolitics allows me to provide insights for clients navigating international investments. Additionally, my background in office management, hospitality, and event planning has enhanced my organizational skills, allowing me to manage complex logistics and high-profile engagements with ease. I am fluent in Afrikaans and English, with a working knowledge of German, and bring a culturally versatile approach to my international work.
In a UHNW-focused role, I am dedicated to delivering excellence through a meticulous eye for detail, strong administrative skills, and an unwavering commitment to client satisfaction. I am excited about the opportunity to leverage my expertise to make a meaningful impact in a globally focused, client centric environment.More...