London, England, United Kingdom
Senior Philanthropy Adviser at Kent Community Foundation, partnering with professional advisers across Kent and London to connect their clients to small grass root charities that are looking for support. Offer a range of solutions to professional advisory clients and provide expertise on local philanthropy in Kent. Highly experienced client relationship and business development manager with extensive experience in developing strategic, high value client partnerships. Previously worked at BlackRock for 14 years in various roles across the fixed income investment business as well as the client business teams.
- Senior Philanthropy Adviser at Kent Community Foundation, partnering with professional advisers across Kent and London to connect their clients to small grass root charities that are looking for support. - Offer a range of solutions to professional advisory clients and provide expertise on local philanthropy in Kent.
- Senior Fixed Income Product Strategist focused on growing BlackRock’s systematic & index fixed income products. - Key stakeholder to BlackRock’s EMEA wealth, charities, family offices & institutional client businesses to develop business with existing clients & seek out business opportunities with prospective clients. - Presenting at client meetings & conferences across EMEA. - Partnering with portfolio managers to set up & manage bespoke portfolio solutions for high net worth clients, many with a focus on socially responsible investing. - Extensive knowledge of BlackRock’s systematic & index fixed income fund range & socially responsible investment solutions. - Leading career development initiatives as committee member of BlackRock’s Women’s Initiative Network & BlackRock's VP Village network.
- Senior Fixed Income Product Strategist focused on growing BlackRock’s active sterling fixed income products. Responsible for over 40 funds and segregated client accounts. - Key stakeholder to BlackRock’s UK wealth, charities, family offices & institutional client businesses to develop business with existing clients & seek out business opportunities with prospective clients. -Presenting at industry roadshows & client conferences across the UK. - Partnering with portfolio managers to set up & manage bespoke portfolio solutions for high net worth UK institutional clients.
- Client Relationship Manager for 110 UK retail clients. Developing business with existing clients & seeking out business opportunities with prospective clients. Clients include intermediaries such as independent financial advisers, life companies, wealth managers & stockbrokers. - Client Relationship Manager for over 50 financial advisers across Europe under the FEIFA network (The Federation of European Independent Financial Advisers). Presenting at industry roadshows & client conferences across the UK & Europe. - Extensive knowledge of BlackRock unit trusts & investment trusts. - Member of the global industry association, ‘100 Women in Finance’.
- Year abroad work placement as part of MA degree at the University of St Andrews. - Assistant to ‘accounts receivable’ manager whilst working in the finance department. - Convention Sales Coordinator preparing site visits & events contracts for prospective clients.