United Advisers MarineSenior Wealth Manager
Sep. 2019 - Oct. 2021Palma, Balearic Islands, SpainAs a Senior Wealth Manager at United Advisers Marine, I specialised in providing tailored financial solutions to Superyacht crew members. Based in Mallorca, my role involved extensive travel to major yachting hubs worldwide, including the Caribbean, the US, and Europe. Over five years, I developed and managed personalised wealth management strategies, offering investment advice, retirement planning, and tax optimisation services. My responsibilities included building and maintaining strong client relationships, conducting financial reviews, and ensuring compliance with international regulations, all while delivering exceptional service to meet the unique needs of my clients in the yachting industry.