• Responsible for dealing with small businesses which seek advice for business development and start up,
business planning, marketing.
• I am also in charge of identifying clients’ objectives prior the implementation of business development
strategies i.e to build a strong relationship with suppliers as well as implementing strategies to increase
efficiency of the business.
• Consultancy service for small businesses for business networking opportunities.
• Advising on online business development strategies i.e search engine optimization.

• I was responsible for researching and obtaining quantitative information of funds to assist financial advisers
in structuring clients’ portfolios. I needed to take into account the clients’ needs and objectives as well as their
attitude to risk. I gained experience in gathering high quality necessary financial data to prepare reports for
each client. I managed my research in corporation with my seniors.
• I dealt with clients’ enquires, clients’ existing holdings and monitored lump sum money transaction from
one provider to another. I also provided the high quality of information and service as they expected. These
responsibilities gave me the opportunity to improve my communication skills with clients.
• I provided support to Financial Advisors by using Advisor Office Professionals, 1st and ExWeb Partners
on all deals and worked closely with sales and accounting department through the sale process.
• I prepared a client database to help deciding the strategies of the company for the future. I produced monthly
profit and liability figures based on each of our products. The product I produced for this project was also
used for marketing purposes.

• I worked in a team which was responsible for analyzing financial information and also I dealt with
individual investors’ enquiries on buying and selling low and upper-low risk mutual funds
• I was responsible for assisting investment analysts by undertaking researches and providing information for
fund manager’s portfolio decisions. By assisting Investment analysts on conducting risk assessment
processes also helped me to get accustomed to working under pressure and meeting strict deadlines.
• I was also responsible for preparation of daily reports relating to stock market and current issues for
individual investors.

• In charge of market research and competitor analysis for clients’ B2B strategic process.
• I searched potential business opportunities in specific industries on behalf of our clients, prepared marketing.
outlook documents and provided financial fact sheets.
• Providing and interpreting information about projects.