Jacob Waters Location

United Kingdom

Jacob Waters Work

  • 2014 - 2015 Partner @ offshore financial services company
  • 2013 - 2014 High Net-Worth Relationship Manager and Financial Advisor @ Fortu Family (Family Wealth Management Office)
  • 2010 - 2013 Regional Business Development Manager @ A financial services company
  • 2006 - 2009 Financial Executive @ Yourmonerights Ltd

Jacob Waters Education

  • CISI Level 3 Wealth Management

    2011 - 2012
  • Charted Institute for Securities & Invesments

    ACSI 1 & 2 (Investments and Securities)

    2010 - 2012
  • IMC

    (Asset Management)

    2010 - 2011
  • CeFA course

    CeFA (Financial Advice)

    2008 - 2009
  • Home Study

    IMC (Investment Management Certificate)

Jacob Waters Skills

  • Investments
  • Portfolio Management
  • Wealth Management
  • Pensions
  • New Business Development
  • Financial Services
  • Business Development
  • Financial Advisory
  • Banking
  • Alternative Investments

Jacob Waters Summary

Jacob Waters, based in United Kingdom, is currently a Independent Agent at Trader. Jacob Waters brings experience from previous roles at Woodbrook Group, Woodbrook Wealth Management, offshore financial services company and Fortu Family (Family Wealth Management Office). Jacob Waters holds a 2011 - 2012 CISI Level 3 Wealth Management. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Pensions, New Business Development and more. Jacob Waters has 1 emails and 1 mobile phone numbers on RocketReach.
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