Justus Wanyoike
Glattpark-Opfikon
Summary
Action-focused individual with exceptional background spent in the banking/finance and social sectors. Engaging demeanor experienced in working with various age groups.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Diverse knowledge in wealth management and investment.
Hardworking and passionate candidate with strong organizational skills eager to re-enter financial advisory. Ready to help team achieve company goals.
Overview
14
14
years of professional experience
Work History
Group Leader
Brühlgut Stiftung
Winterthur
04.2013 - 03.2022
- Prepared, calibrated and monitored production levels to achieve targets and managed to reduce job duplication by 15%.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Educated potential participants on available services and processes to engage in program.
- Aligned strategies with expected production demands and particular customer requirements and managed to improve annual returns by 25% by increasing efficiency in team.
- Attended staff development meetings and workshops and applied information from those events into daily activities.
Financial Advisor
Barclays Bank
Nairobi
03.2010 - 04.2012
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Met with clients, especially HNWI, to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs increasing successful sales by 20%.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Customer Advisor
Barclays Bank
Nairobi
04.2007 - 03.2010
- Resolved customer issues to enable mutually beneficial outcomes and encourage continued cooperation. Managing to close 50% of customer issues within 48 hours.
- Navigated extensive company knowledge base to obtain appropriate solutions for customer service issues.
- Researched and resolved account and service problems with friendly, knowledgeable support.
- Documented customer concerns and inquiry resolutions in internal computer system.
- Upheld compliance to KYC documentation and processing by referring to SDN and consolidated lists for AML and AB&C screening and keeping up with changes in legislation.
Education
MBA - Banking And Finance
SBS Business School
Zürich, Switzerland09.2017
Bachelor of Science - Horticulture
Egerton University
Nakuru, Kenya10.2006
Skills
- Quality Management
- Relationship building
- Knowledgeable in Oracle and Abacus
- Stock Market Understanding
- Financial services
- Investment planning
Languages
English
Native language
German
Advanced
C1
Timeline
Group Leader
Brühlgut Stiftung
04.2013 - 03.2022
Financial Advisor
Barclays Bank
03.2010 - 04.2012
Customer Advisor
Barclays Bank
04.2007 - 03.2010
MBA - Banking And Finance
SBS Business School
Bachelor of Science - Horticulture
Egerton University
Similar Profiles
Simona GranickienėSimona Granickienė
Senior human resources business partner at Lidl Stiftung & Co. KGSenior human resources business partner at Lidl Stiftung & Co. KG
Opolot Nicholas AkwangOpolot Nicholas Akwang
Programme Manager at Konrad Adenauer StiftungProgramme Manager at Konrad Adenauer Stiftung
Varelie Hanika ValenciaVarelie Hanika Valencia
Practical Nursing Instructor at Stiftung St. Franziskus Heiligenbronn SchrambergPractical Nursing Instructor at Stiftung St. Franziskus Heiligenbronn Schramberg