Deborah Long
Client Director @Handelsbanken Wealth & Asset Management
Liverpool, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2022 — Present
Client Director @Handelsbanken Wealth & Asset Management
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North West, GB
A financial adviser with over 30 years experience, I have a passion for helping my clients find the best solutions to help turn their dreams and financial objectives into reality. My areas of expertise include inheritance tax planning, retirement planning, tax efficiency planning and savings and investments.
EDUCATION
1987 — 1989
Carlett Park
HNC Business Studies
SKILLS
Close Attention to DetailFinancial ServicesListening to CustomersBankingFinancial PlanningBranch BankingHelping ClientsReport WritingWealthFinancial AdvisoryInvestmentsFinancePersuasivenessCommunicationFinancial AdviceRelationship ManagementExceeding TargetsPositive Can-Do AttitudePrivate BankingDependable Team PlayerExceeding Customer ExpectationsOrganizationAdaptabilitySelf-DrivenCustomer RetentionPensionsWealth ManagementPortfolio ManagementLoans
ABOUT DEBORAH LONG
Experienced Financial Planner with a demonstrated history of exceeding targets and…
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