Rapson Arnold

• Assistant Manager

• Ensuring client's financial objectives were met efficiently
• Conducting a full financial needs analysis
• Advising and servicing of new clients and existing client base
• Marketing / Managing: Long Term insurance products through various FSP's, Short Term insurance products, Commercial insurance/products (Refer), Drafting of wills and estate planning, Investment/s, Retirement/Pension, Endowments

· Developed and managed relationships with high-net-worth clients, providing personalized financial advice and investment solutions tailored to their unique needs and objectives.

· Conducted in-depth consultations to understand clients' financial goals, risk tolerance, and investment preferences.

· Developed comprehensive financial plans and investment strategies to help clients achieve their objectives.

· Regularly reviewed and updated client portfolios to ensure alignment with changing financial circumstances and market conditions.

· Monitored the performance of client portfolios and made adjustments as needed to optimize returns and manage risk.

· Collaborated with a team of financial professionals to deliver exceptional service and ensure the ongoing success of client engagements.

· Ensured compliance with all relevant laws, regulations, and internal policies governing wealth management activities.

· Maintained accurate records of client interactions, investment recommendations, and portfolio transactions.

· Proactively identified and addressed any compliance or risk issues that arose in the course of client engagements.

• Financial Planning/Management/Business Development Manager/Claim Assessor/Compliance/Investigations
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
• Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.

• Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
• Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
• Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
• Collaborated with cross-functional teams to develop tailored solutions addressing clients'' unique financial needs and goals.