Freelance Investment Manager London, UK
I am very literate and articulate, and have extensive experience in direct sales, investment management, product promotion and presentation. I also have experience in event management and editing.
| Rating: | Unrated (New) |
| Hourly Rate: | £10.00 |
| Available From: | Now | Seller ID: | 255467 |
CV
After leaving University I worked as a holiday representative for 6 years, dealing with customers face-to-face, handling complaints and selling products. I later worked as an Entertainments Manager on a Spanish holiday camp, presenting shows in 4 languages to c.2000 people, and managing a team of 7 staff. On my return to the UK I worked as a receptionist/administrator, then trained as a stockbroker and investment manager, liaising with clients and managing stock portfolios worth up to £85 million. During my career break for children, I have worked for local charities, organising sales and promotions, such as a Summer Auction which raised over £2000; a school fete which raised £5000; arranged celebrity appearances, and promoted and marketed various events. I have also written articles for and single-handedly edited the quarterly issue of our NCT magazine for the past 3 years.
Employment History
(May 1999 to Aug 2002)
Investment Manager
BirminghamResponsibility for investment decisions for clients’ discretionary portfolios, worth approx. £85 million. Company research, liaising with clients and fund managers, executing deals, general administration.
(Apr 1994 to Apr 1999)
Entertainments Manager
SpainOrganising day and evening entertainment programme for up to 2,000 guests, presenting shows, managing a team of 7 staff, arranging sports activities and children’s entertainment.
(Oct 1988 to Mar 1994)
Holiday Representative
Various, EuropeDealing with holidaymakers and all related issues, selling excursions and car hire, liaising with hoteliers and local agents. Handling complaints, completing paperwork.
Professional Qualifications
Investment Advice Certificate, (IAC) 2001
Registered Representative (Investment) 2000
Private Client Investment Advice and Management 2001
Education
(Sep 1984 to Jul 1986)
Peel Sixth Form College
A Levels - English Literature, French, Sociology & General Studies
(Sep 1979 to Jul 1984)
Bury Grammar School (Girls)
GCE O Levels - English Language, English Literature, Maths, French, Art, History, RE, Computer Studies
Categories & Skills
Administration Support
Categories
Skills
- Complaint Handling
- Customer Service
- Excel (Microsoft)
- French (Languages)
- Letter Writing
- Microsoft
- Outlook (Microsoft)
- PowerPoint (Microsoft)
- Publisher (Microsoft)
- Spanish (Languages)
- Telephony
- Word (Microsoft)
- WordPerfect
Sales/Account Management
Categories
Skills
- B2C
- Client Liaison (Account/Client Management)
- Client Management (Account/Client Management)
- CRM User Experience
- Excel (Microsoft)
- French (Languages)
- Microsoft
- Negotiation
- Outlook (Microsoft)
- PowerPoint (Microsoft)
- Presentation Delivery
- Presentation Preparation
- Product Sales
- Relationship Building (Account/Client Management)
- Solution Sales
- Spanish (Languages)
- Word (Microsoft)
- Wordperfect

