Sara I.
Skills
Wealth Management, Private Banking, Investments, Client profiling, Presentations, Advisory, Portfolio management, valuations, negotiating skills, Business Acumen, Leadership, Client facing, communication, Interpersonal
About
Driven and accomplished professional with comprehensive and progressive experience within the Wealth Management, Financial Services, Investor Relations and Relationship Management sector. Extensive experience in Client Advisory and portfolio management, working with High-Net-worth Private Investors and C-Suite Executives within an advisory capacity as well as partnering with Venture Capital firms, Hedge Funds and Private Equity firms. Skilled at providing sophisticated clients with a world class experience. Excellent interpersonal skills, consulting and communication skills, strong Business acumen and leadership skills, strong business development and presentation expertise complementing Business correspondence and Investor acquisition.