Flavy Silvia D'souza
Dubai
Summary
Wealth Advisory & Markets Relationship Manager with 10+ years of experience across banking, global markets, and investment advisory in the UAE and India. Specialized in advising HNI/UHNI clients on multi-asset portfolios, combining wealth solutions with active market opportunities across equities, FX, fixed income, derivatives, and structured products. Proven ability to grow AUM, deepen wallet share, and deliver compliant, client-centric advisory aligned with regulatory standards.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager - Markets
Freedom Finance Holding
10.2024 - Current
- Advised HNI clients on diversified portfolios with emphasis on risk management and preservation-focused strategies.
- Advise clients on market opportunities across FX, equities, derivatives, bonds, ETFs and structured products aligned with conservative risk profiles.
- Acquire and manage HNI client relationships through referrals, networking, and targeted advisory conversations.
- Support clients with execution, portfolio monitoring which contributes to revenue generation.
- Build long-term advisory relationships with a performance-driven mindset.
Wealth Relationship Manager
ICICI Bank
02.2024 - 10.2024
- Managed HNI client portfolios (~INR 350 Crores AUM) with a target of 20% AUM growth.
- Provided advisory-led wealth solutions across deposits, FX, and Indian market investments.
- Identified market opportunities aligned with liquidity, yield, and capital preservation needs.
- Onboarded New to bank client on Monthly basis.
- Strengthened wallet share through proactive relationship management and high-touch service.
Senior Relationship Manager
Century Financial Consultancy
03.2019 - 12.2023
- Advised HNI clients on global markets, including FX, commodities, equities, and indices.
- Delivered market views, trade structures, and execution support for global investment products.
- Managed client onboarding, funding, and ongoing portfolio monitoring.
- Provided platform guidance, trade execution support, and market education.
- Maintained disciplined advisory approach aligned with client objectives and long term relations building.
Wealth Advisor
Edelweiss Financial Services
05.2017 - 01.2019
- Managed HNI and retail portfolios across Equities, Mutual Funds, Debt, PMS, AIFs, IPOs, and Structured Products.
- Advised on Mutual Funds, ULIP, Monthly payment plans and Lumpum investments.
- Delivered tailored short-term and long-term investment strategies.
- Cross-sold wealth solutions aligned with client goals and risk profiles.
Wealth Advisor
Aditya Birla Money
11.2015 - 04.2017
- Provided investment advisory across Mutual Funds, Bonds, Debentures, and NFOs.
- Acquired new investors and supported revenue growth.
- Maintained long-term client relationships through regular reviews.
- Serviced existing investors, keeping them informed about relevant Mutual Fund schemes and financial products.
Education
BA - ECONOMICS IN FINANCIAL ECONOMICS
SJRS college
01.2013
Skills
- HNI / UHNI client coverage
- Wealth Advisory and Market solutions
- Portfolio Advisory and Asset Allocation
- FX strategies and Structured Products
- Fixed Income and Yield Products
- Advisory and Execution-Based Investments
- Risk profiling and suitability Awareness
- AUM growth and Revenue Contribution
- Cross Boarder investment Advisory
- Regulatory and Compliance Awareness (UAE)
Certification
- CISI – International Certificate in Wealth & Investment Management (Level 3)
- CISI – Introduction to Securities & Investment (Level 1)
- CISI – UAE Rules & Regulations
- CMT - Chartered Market Technician (Level 1)
Languages
English
Hindi
Kannada
References
References available upon request.
Personal Information
- Title: Wealth Relationship Manager
- Nationality: Indian
- Marital Status: Single
Interests
- Reading
- Travelling
- Volunteering at Animal Shelters
Timeline
Senior Relationship Manager - Markets
Freedom Finance Holding
10.2024 - Current
Wealth Relationship Manager
ICICI Bank
02.2024 - 10.2024
Senior Relationship Manager
Century Financial Consultancy
03.2019 - 12.2023
Wealth Advisor
Edelweiss Financial Services
05.2017 - 01.2019
Wealth Advisor
Aditya Birla Money
11.2015 - 04.2017
BA - ECONOMICS IN FINANCIAL ECONOMICS
SJRS college