Juna Bektasha
Brooklyn,NY
Summary
Motivated Wealth Management Professional with experience assisting clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Wealth Management Client Associate
Merrill Lynch
03.2018 - Current
- Spearhead our Team's growing Alternative Investments side of wealth management, which accounts for over 25% of our $3B AUM
- Led the development of a streamlined process in satisfying investor capital calls, sending distribution notices and Fund performance reports to clients
- Listen to new Fund calls as well as update calls and collaborate with the Financial Advisors to determine the optimal allocation solutions for our clients
- Prepare, collect and submit subscription documents while ensuring the commitments are funded in a timely fashion. This has increased the AI investment allocations in excess of $20MM each year
- Client-Fund Liaison: Demonstrate ability to act as a central point of contact and communication between clients and alternative investment funds for every day as well as ad-hoc requests, ensuring smooth interactions and effective partnerships.
- Implement investment strategies for managed client accounts
- Track and satisfy investment fees on a monthly basis
- Compile client lists of tax aware investment opportunities and communicate them to the Senior Advisors for potential new business generation
- Analyze financial needs of clients and develop tailored strategies to meet goals.
- Implement exit strategies for clients to transition out of investments.
- Handle financial transactions worth over $5MM
Client Associate
Merrill Lynch
09.2013 - 03.2018
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed personal rapport with each client to maintain their loyalty and establish long-term relationships.
- Collaborated with financial advisors and develop customized investment portfolios.
- Ensured EOY deadlines we met such as required retirement distributions and charitable contributions
- Processed wire and check payments for clients
- Assisted clients with budgeting and cash flow management.
Education
Bachelor of Business Administration - Finance
Pace University - Lubin School of Business
New York, NY05.2013
Skills
- Investor Relations
- Asset Allocation
- Financial Planning
- Risk Management
- Investment Strategy Development
- Revenue Growth
- Due Diligence
- Client Relationship Management
Accomplishments
Received the "Responsible Service Growth Award - Top 100" in 2019 & 2022
Certification
FINRA Licenses - Series 7
Languages
Albanian
Native or Bilingual
English
Native or Bilingual
Spanish
Limited Working
Timeline
Wealth Management Client Associate
Merrill Lynch
03.2018 - Current
Client Associate
Merrill Lynch
09.2013 - 03.2018
Bachelor of Business Administration - Finance
Pace University - Lubin School of Business
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