Mala Patel Email & Phone Number
Senior Wealth Manager - Private Client Services @ Holborn Assets LLC
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Mala Patel Location
- Dubai, AE
Mala Patel Work
- 2022 -now Senior Wealth Manager - Private Client Services @
- 2020 -2022 Relationship Manager @
- 2018 -2020 Relationship Manager @
- 2015 -2018 Associate Relationship Manager @
- 2015 -2015 Assistant Manager, Retail Cost Management @
- 2013 -2014 Assistant Finance Manager, Group Property @
- 2012 -2013 Incentives Analyst @
- 2009 -2010 Assistant Management Accountant @
- 2008 -2009 Accounts Receivable Clerk @
Mala Patel Education
- LIBF
Diploma of Education (Financial Planning and Services)
2023-2024 - City of Bristol College
Association of Accounting Technicians (Association of Accounting Technicians)
2007-2009 - The Chartered Institute for Securities & Investment (The CISI)
Introduction to Securities and Investment (International)
2020 - The Chartered Institute for Securities & Investment (The CISI)
The United Arab Emirates Financial Rules and Regulations
2021 - The Chartered Institute for Securities & Investment (The CISI)
International Certificate in Wealth & Investment Management
2021 - BPP University
Association of Chartered Certified Accountants
2012 - Clifton High School
Mala Patel Summary
- Mala Patel, based in Dubai, AE, is currently a Senior Wealth Manager - Private Client Services at Holborn Assets LLC. Mala Patel brings experience from previous roles at deVere Acuma and Lloyds Banking Group. Mala Patel holds a 2023 - 2024 Diploma of Education in Financial Planning and Services @ LIBF. Mala Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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