LIAM MUNRO

• Sought out, cultivated and grew strong relationships with prospects and developed them from leads to clients
• Increased client satisfaction by providing personalized financial advice and investment strategies
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals
• Collaborated with team members to streamline processes and improve overall client experience

.

• Increased client satisfaction by providing personalized financial advice and investment strategies
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
• Collaborated with team members to streamline processes and improve overall client experience
• Ensured compliance with industry regulations and company policies while serving clients' best interests
• Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance

• Improved customer satisfaction by maintaining punctuality and adhering to strict delivery schedules
• Provided exceptional customer service, addressing concerns and resolving issues promptly.