Relevant Qualifications & Education
February 2015
(London, UK)
DELF B1 (Institut Francais Du Royaume Uni)
April 2010
(CISI, London, UK)
Certificate in “Introduction to Securities and Investment”
September 2005 – June 2008
(London, UK)
University of Westminster, BA (Hon’s) Economics/International Relations (2:1)
Third year modules include: – Advanced Business Economics, – International Economics, – Politics 30 credit project (Russia’s Energy Policy), – Intermediate French
September 2000 – June 2005 (Latvia, Riga)
University of Latvia, BA Politics (2:1)
September 1998 – May 1999 (Merida, Venezuela)
Lycee – Caracciolo Parra
September 1996 – July 2000 (Kraslava, Latvia
Kraslava High School Diploma
Profile
I bring 6 year experience in Private Wealth Management. I have been working for one of the leading ME family offices based in London.
I have been supporting the MD in the administration of the family’s investment portfolio as well as all the documentation related to trust investment. I have been in regular contact with Private Banks and lawyers in order to carry out all the activities related to daily operations.
I speak fluently Latvian, Russian, English and intermediate Spanish and French.
This experience helped me to develop strong communication skills. I am naturally very detail focussed, pro-active and self-starter. I also have great organisation and coordination skills.
I am looking to move to a role in Communications/PR or Investor Relations that would involve much more interactions with various internal and external stakeholders. I am also very keen to learn new skills. I believe I will be able to have a great impact as I am dedicated, open and a great listener.
Career Summary
August 2008 – to date:
Trust Administrator/Private Wealth Management Assistant – Russell Wood Limited
(Family Office, Private Wealth Management, Middle East)
Russell Wood Limited is a private family office whose principal activity is wealth management. Russell Wood Limited is a member of the London Stock Exchange and is authorized and regulated by the Financial Services Authority (FSA).
Key Responsibilities
• On-going coordination between Private Banks, lawyers and funds for Russell Wood Ltd
• Building investor relations and responsible for maintaining relationships with fund managers and custodians
• Preparation of payment instructions for signature and forwarding of such instructions to the relevant financial institutions
• Liaison with banks and lawyers on payment instructions and general documentation related to company trust investments
• Preparation and recording of memos for trust accounts related to payments
• Gathered drawdown notices and distribution notices for private equities
• Monitoring and forecasting cash flows and returns for private equities
• Revaluation of International and Regionally held private equities
• Developed a good understanding of both of trusts and wealth management and exposure to alternative investment and portfolio analysis
Achievements
• I have facilitated work for the management by undertaking varied tasks;
• I have demonstrated excellent communication skills evidenced in my ability to develop good relationships and partnerships with clients that have helped with my work;
September 2007 – July 2008:
Independent Financial Adviser (IFA) Assistant
Bond Wealth Management, London
Bond Wealth Management Ltd is a firm of Independent Financial Advisers. My role was to provide support for an IFA for all financial planning needs; with particular emphasis on work relating to pensions and investment analysis.
Key Responsibilities
• Gathering investment fund information
• Liaising with insurance companies regarding investment policies and quotations
• Maintaining and updating clients database
• Drafting correspondence and responsible for administrative duties
• Organizing monthly “Lunchworks” business networking meetings for groups of up to 30 people including: venue, catering, collecting subscriptions and event administration
Achievements
• Learning the operations of UK’s financial products with particular emphasis on pensions and investments
• Successfully organized 8 monthly business networking meetings
July 2007 – August 2007:
Market Researcher
Hobson’s (Global Graduate employment & Training), London
Key Responsibilities
• Through teamwork, proactively executed marketing campaigns for Royal & Sun Alliance to promote Hobsons Graduate Programmes worldwide
• Liaised on the phone with foreign university representatives
• Translated from Latvian, Russian to English – send invoices, purchase numbers
• Used the CRM system to keep/update database administration
Achievements
• Increased the number of weekly enrolments by 20% under budget constraints
• Built a comprehensive Customer Relationship Management System (CRM)
