Experienced Wealth Management Professional with ASCI designation, Level 3 CISI Certification, and expertise in UAE financial regulations. Holds an LLM in International Business Law, combining legal and financial expertise to deliver strategic investment solutions. Background in diplomacy enhances the ability to manage HNW client relationships and navigate global financial frameworks. Currently seeking new opportunities in London through work or an internship to gain further experience in wealth management.
• Managed a diversified investment portfolio across stocks, bonds, ETFs, real estate, and alternative assets.
• Conducted market research and risk analysis to develop and adjust investment strategies based on market conditions and financial goals.
• Ensured asset allocation optimization and rebalancing to maximize returns while managing risk.
• Monitored global economic trends, financial regulations, and tax implications to make informed investment decisions.
• Collaborated with financial advisors, banks, and legal professionals to ensure compliance and effective wealth management.
• Delivered performance reports and financial analysis to assess portfolio growth and adjust strategies accordingly.
• Advised clients on stocks, forex, commodities, indices, and fixed-income instruments, aligning investment strategies with their risk appetite and financial goals.
• Conducted market research and financial analysis, providing insights on economic trends, portfolio diversification, and trading opportunities.
• Developed strong client relationships through proactive engagement, portfolio reviews, and strategic investment recommendations.
• Ensured regulatory compliance with UAE financial guidelines, including risk assessment and KYC/AML requirements.
• Collaborated with internal teams to optimize client experience and enhance investment advisory services.
• Provided administrative and diplomatic support to the Vice Consul in consular affairs, public relations, and government communications.
• Assisted in handling visa processing, legal documentation, and consular services for Ukrainian citizens and foreign nationals.
• Coordinated with UAE government authorities and diplomatic entities to facilitate bilateral relations and official engagements.
• Managed official correspondence, meetings, and events, ensuring efficient diplomatic operations.
• Assisted Ukrainian citizens with legal inquiries, emergency assistance, and regulatory compliance within the UAE.
• Conducted research on international business law and trade policies, contributing to consular reports and policy recommendations.
• Managed official correspondence, consular reports, and policy briefings, ensuring accuracy and compliance with international protocols.
• Assisted in the interpretation and translation of official documents, ensuring clarity and legal accuracy.
• Helped organize high-level delegation visits, coordinating logistics, scheduling meetings, and ensuring protocol adherence.
• Organized and coordinated diplomatic events, meetings, and public relations activities to strengthen Ukraine-UAE relations.