Jyoti Bhatt Email & Phone Number
Director - Chartered Wealth Manager @ DKB WEALTH MANAGEMENT LIMITED
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Jyoti Bhatt Location
- London, GB
Jyoti Bhatt Work
- 2016 -now Director - Chartered Wealth Manager @
- 2015 -2015 Working Extensively with Street Children and Orphanges in India @
- 2007 -2015 Client Advisor - Wealth Management @
- 2007 -2007 Investment Assistant - Private Banking (Temporary position) @
- 2006 -2006 Operations Asset Migration - Team Leader (Temporary position) @
- 2004 -2006 Various Roles - Contract Positions @
- 1999 -2004 Promoted to Fund Manage and Client Advisor @
- 1985 -1989 Manager @
Jyoti Bhatt Education
- Private Client Investment Advice Certificate (PCIAM) - Level 6
- Chartered Fellow and Chartered Wealth Manager of the CISI
Jyoti Bhatt Skills
- Private Banking
- CHARTERHOLDER OF CHARTERED INSTITUTE OF SECURITIES AND INVESTMENT
- PRIVATE CLIENT INVESTMENT ADVICE & MANAGEMENT CERTIFICATE LEVEL 6
- MANAGING UK PRIVATE CLIENT PORTFOLIOS MAINLY FOR AFFLUENT CLIENTS
- Equities
- Investments
- Wealth Management
- Portfolio Management
- Financial Services
- Fixed Income
- Asset Management
- Relationship Management
- Investment Management
- Banking
- Wealth Management Services
- Mutual Funds
- Financial Risk
- Financial Planning
- Finance
- Retirement Planning
- Project Management
- Management
- Public Speaking
- Private Client Investment Advice and Management Certificate Level 6
- Leadership
- Marketing Strategy
- Customer Service
- Strategic Planning
- Financial Advisory
- Client Services
Jyoti Bhatt Summary
- Jyoti Bhatt, based in London, GB, is currently a Director - Chartered Wealth Manager at DKB WEALTH MANAGEMENT LIMITED. Jyoti Bhatt brings experience from previous roles at Voluntary Service Overseas and UBS AG. Jyoti Bhatt holds a Private Client Investment Advice Certificate (PCIAM) - Level 6. With a robust skill set that includes Private Banking, CHARTERHOLDER OF CHARTERED INSTITUTE OF SECURITIES AND INVESTMENT, PRIVATE CLIENT INVESTMENT ADVICE & MANAGEMENT CERTIFICATE LEVEL 6, MANAGING UK PRIVATE CLIENT PORTFOLIOS MAINLY FOR AFFLUENT CLIENTS, Equities and more. Jyoti Bhatt has 1 emails and 2 mobile phone numbers on RocketReach.
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