Carlo
Qualified U.K. Paraplanner IAD - Wealth Mngt & Ops Skills
Verified
Overview
Looking for full-time work (8 hours/day)
at $3.30/hour ($640.00/month)
Post-graduate degree (Masters, Doctorate, etc.)
Last Active
May 7th, 2025 (395 days ago)
Member Since
February 3rd, 2025
Profile Description
I am a qualified financial services professional bringing 10+ years of progressive banking and wealth management operations experience in both back office and middle office role across different countries (U.K., Jersey, Dubai, Hong Kong and Manila). I perform well through collaboration with peers and stakeholders from different backgrounds and expertise. I attribute my success through continuous learning of new processes/products that is outside of my comfort zone and professional progression through completion of relevant qualifications (U.K. CISI IAD ACSI IOC) and trainings.
Top Skills
Accounting » Financial Accounting » Financial Planning
Experience: 2 - 5 years
U.K. Qualified Investment Adviser and Paraplanner
Office and Administration » Time Management
Experience: 10+ years
Office and Administration » Operation Management
Experience: 10+ years
Other Skills
Accounting » Financial Accounting » Analysis
Experience: 5 - 10 years
Marketing » CRM » Salesforce
Experience: 2 - 5 years
Accounting » Financial Accounting » Financial Forcasting
Experience: 2 - 5 years
Accounting » Cash Flow Management
Experience: Less than 6 months
Basic Information
- Age
- 45
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Antipolo, Rizal
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
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