Senior Client Relationship Manager @ (January 2018 - December 2018)
Associate Wealth Adviser @ (April 2017 - December 2017)
Wealth Advisor @ IFA (May 2016 - April 2017)
Trainee Wealth advisor @ International IFA (June 2016 - September 2016)
Project Manager @ (June 2014 - May 2016)
Junior Claims technician @ (May 2012 - September 2012)
Intern @ (April 2012 - May 2012)
Charles Willis Education
University of Reading
History & Politics (Bachelor's Degree)
2013-2016
Seevic college
A-Levels (History, Sociology, English)
2010-2013
FitzWimarc School
GCSE's (Varied)
2005-2010
Charles Willis Skills
Customer Service
Management
Leadership
Project Management
Sales
Strategic Planning
Research
Financial Services
Business Development
Finance
Investments
Exotic Animals
Web Chat
Social Media
Teamwork
Team Building
Time Management
Team Leadership
Business Strategy
Public Speaking
Marketing
Team Management
Business Analysis
Negotiation
Financial Analysis
Insurance
Risk Management
Phone Etiquette
Bankruptcy
Microsoft Excel
Persona
Financial Planning
Customer Relationship Management (CRM)
Banking
Business Planning
General Insurance
Wet Chemistry
Portfolio Management
Financial Risk
Strategy
Sales Management
Marketing Strategy
Account Management
Communication
Event Management
Project Planning
Financial Freedom
Questionnaires
Wealth Management
Retirement Planning
Charles Willis Summary
Charles Willis, based in Dubai, AE, is currently a Commercial Director - Middle East at IQ-EQ. Charles Willis brings experience from previous roles at Gateway Investment Management Services (DIFC), Linear Investments Ltd and Swissquote. Charles Willis holds a 2013 - 2016 History & Politics in Bachelor's Degree @ University of Reading. With a robust skill set that includes Customer Service, Management, Leadership, Project Management, Sales and more. Charles Willis has 3 emails and 2 mobile phone numbers on RocketReach.
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