Tim Ferguson

Supporting the wealth management team in preparing tailored investment proposals, managing client portfolios, and ensuring optimal asset allocation within tax-efficient structures. Focused on client relations, portfolio performance, and compliance with financial regulations.

Focus Areas:
Wealth management | Portfolio allocation | Client servicing | Proposal preparation | Tax efficiency | Compliance | Investment administration | Reporting

• Developed strong working relationships with both internal colleagues and external partners to facilitate seamless coordination across all aspects of financial planning services.
• Stayed up to date on latest performance indicators for stock market and mutual funds.
• Conducted comprehensive research on investment options, resulting in well-informed advice for clients.

After completing my degree, I decided to make the most of my Summer vacation and head to
the US to work in a ski town in California for two months. Worked as a bellman at a ski resort, assisting
guests with luggage, providing concierge‑style support, and ensuring a seamless arrival and departure
experience.
Acted as a liaison between management, housekeeping, and maintenance staff, ensuring guest requests
and issues were promptly addressed.
Developed problem‑solving skills by handling guest inquiries, special requests, and logistical challenges in
a high‑traffic resort setting.
Gained valuable international work experience, adapting to a new environment and working with a diverse
team.

Conducted wine sales on-site and performed tastings, providing guests with detailed knowledge of Rust en Vredeʼs wine
portfolio.
Delivered high‑end customer service in a fine dining environment, enhancing interpersonal and
communication skills.
Assisted in upselling and promotional efforts for the Estate, contributing to increased sales revenue.
Developed the ability to work under pressure in a fast‑paced hospitality setting while maintaining
professionalism and attention to detail.