Cynthia Safi
Onboarding Associate @Vesta Wealth Partners Ltd
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WORK HISTORY
Onboarding Associate @Vesta Wealth Partners Ltd
Serve as the primary contact for new clients, managing the end‑to‑end account opening process while ensuring compliance with KYC and AML regulations. Coordinate across internal teams to deliver a seamless onboarding experience that drives client satisfaction, accelerates revenue realization, and mitigates risk.
EDUCATION
ESCP Business School
Diplôme d'études supérieures en Management (DESM)
Université La Sagesse - ULS
Bachelor of Arts - BA, Business Administration and Management, General
ESA BUSINESS SCHOOL
Master of Business Administration (M.B.A.)
ABOUT CYNTHIA SAFI
Bilingual professional with 14 years of experience across Financial Institutions, Mutual Funds, and Life Insurance, specializing in Business Administration, Sales, Customer Excellence, and Client Onboarding for advisors and direct clients- MBA graduate from ESA Business School and holder of a DESM (Diplôme d’Études Supérieures en Management) from ESCP Business School- Highly organized, detail‑oriented, and adept at multitasking in fast‑paced environments- Career‑driven with a strong customer‑centric mindset, committed to delivering seamless client experiences and fostering long‑term relationships.
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