Former Corporate Banker & Certified Wealth Management Client Advisor | Happy Mom | Professional bestie who is here to help |
What to expect and prepare for in a banking profession, career advice.
I have been in the front line sales connecting with C-Suites of Corporates and High Net Worth individuals for over 14 years. If you require tips and help to build confidence on client engagement, feel free to message me!
As a Certified Wealth Management advisor from a Swiss Bank, I had advised clients, family members and friends on investments and prudent wealth planning.
I would be happy to offer advice on personal finance management and investing soundly.
