Michael Bates

• Built strong relationships with clients through consistent communication and exceptional customer service.
• Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
• Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
• Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
• Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

• Managed a diverse range of client accounts, including high-net-worth individuals, families, and businesses.
• Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.

• Maintained comprehensive knowledge of products and services offered, assisting clients in making informed decisions.
• Monitored account activity of premium members, proactively identifying opportunities for upselling or additional support when needed.

Arrange and organize travel information and equipment rental for xbox one tour.