adam3

Business Developement, Account / Relationship Manager, Customer Success Manager

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After a six-year career across banking and financial services, I am relocating to London to explore my true passions for Web3. Been involved with Web3 for the past four years and am well-equipped across the blockchain, Defi, smart contracts, payments, liquidity and many more. 

I am looking to apply my skillset and experience across business developement, relationship management and customer satisfaction to help make a lasting impact within the digital-finance space. 

Looking for roles across Sales, Account / Product Management, Community Management and Customer Success.


Experience: 6 years

Yearly salary: $50,000

Hourly rate: $25

Nationality: 🇬🇧 United Kingdom

Residency: 🇬🇧 United Kingdom

Experience

Wealth Adviser
Fisher Funds
2022 - 2024
• Managed a portfolio of 600 high net-worth clients, totaling over $80 million in size with the goal of retaining and growing business. • Provided exceptional customer service through prompt response times, empathetic listening and clear communication of financial concepts. • Mentored junior advisers, enhancing their skills in client relationship building and to identify new opportunities. • Enhanced client satisfaction by providing personalised wealth solutions and strategies.
Senior Client Adviser
Fisher Funds
2021 - 2022
• Responsible for growing my portfolio of 4,600 clients through targeted business development and referrals from satisfied clients. • Enhanced our internal processes and CRM systems for greater efficiency, leading to improved client retention. • Resolved complex client concerns promptly, maintaining trust and loyalty in the advisory relationship. • Guided clients through major life events, such as retirement planning or estate settlement matters.

Skills

customer-success
customer-support
product-manager
sales
english
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