My day-to-day activities include producing investment proposals for new and existing clients, answering and dealing with queries from clients and IFAs, producing investment research and providing support to the Investment Managers. Within the team we manage investment portfolios and client relationships on behalf of private individuals, clients of IFAs, trusts and pension schemes.
Having worked for three years in the Financial Services industry, in 2018 I joined Investec’s Graduate Trainee Scheme based in the Manchester office. I am currently preparing for my final exam, having obtained a Bachelor’s degree in Business Studies with Financial Management from the University of Salford Manchester. I am also an Associate Member of the Chartered Institute for Securities and Investments.
I love being active in my leisure time - a big fan of Barry's bootcamp, a passionate skier and I have recently started getting into golf. Apart from that, I also love travelling, socialising and exploring new dining places in Manchester.
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Investec provides out of the ordinary service achieved by providing our clients with exceptional quality and highly tailored investment management services.