Highly motivated and detail-oriented professional with expertise in financial analysis, client relationship management, an regulatory compliance. As a licensed trader with growing and strong investment knowledge, I excel at analyzing financial data and effectively communicating complex concepts to clients and stakeholders.
With an experience with working in a high-paced and time ticking environment, I am committed to delivering exceptional support to my team, my superiors and customers, and also seeking to leverage these strengths to the company and the people i will be working with/for.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
As a Senior Specialist at the IGSI Trade Center, I operated at the forefront of equity trading, ensuring seamless trade execution and delivering tailored solutions to clients and internal partners. My role combines technical expertise with a strong understanding of market dynamics to optimize investments execution while adhering to stringent regulatory standards.
• Trading Precision: I specialize in executing trades with absolute accuracy, ensuring adherence to market regulations and delivering a seamless experience for clients across all transaction stages.
• Portfolio Suitability & Compliance: I conduct in-depth suitability assessments to align equity investments with client objectives and risk profiles. I lead the KYC process to ensure compliance while maintaining efficiency and clarity for clients.
• Market Intelligence: I leverage an in-depth understanding of markets and financial instruments to provide actionable insights, empowering stakeholders to make informed investment decisions.
• Strategic Collaboration: I partner with Wealth Planning Specialists and Consultants to resolve complex equity trade challenges, ensuring optimal outcomes in fast-paced and high-pressure situations.
• Operational Innovation: I spearhead projects to enhance equity trading workflows, reducing turnaround times and streamlining operations. I contribute to initiatives that improve system efficiency and client satisfaction.
• Regulatory Excellence & Growth: I maintain compliance with CIRO standards while actively pursuing advanced certifications to stay ahead of industry trends and deliver cutting-edge expertise
passion in participating in charity event, networking events and community events.
Also passionate in sport and practicing amateur boxing and tennis player for 16 years.
Cinephile and passion for learning through books and movies.