Syeda Mahbub
Business Practice Manager @IG Wealth Management
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WORK HISTORY
Business Practice Manager @IG Wealth Management
EDUCATION
University of Dhaka
Bachelor of Business Administration (BBA)
Thompson Rivers University
Master of Business Administration (MBA)
ABOUT SYEDA MAHBUB
Business Practice Manager at IG Wealth Management Associate Consultant at IG Wealth Management, specializing in personalized wealth strategies for clients. Progressed from Administrative Assistant to Associate Consultant, gaining extensive experience in client communication and financial planning. Holds CIFC (IFSE) and LLQP (BC) designations. MBA holder with experience as a lecturer at Thompson Rivers University. Seeking to expand expertise and open to new opportunities. Achievements Client Portfolio Growth: Onboarded over 350 clients maintaining 95% client satisfaction rate, successfully managing long-term relationships with high-net-worth individuals. Led the development of personalized wealth strategies, driving a 15%-20% growth in client portfolios over a 12-month period, by aligning investment approaches with clients\' financial goals. Wealth Strategy Development: Created over 50 comprehensive wealth management plans for high-net-worth clients, optimizing asset allocation and tax efficiency, with an average increase of 18% in portfolio returns for clients in their first year of implementation. Client Retention & Relationship Building: Strengthened client relationships, boosting client retention rates by 30% through personalized attention, strategic financial advice, and frequent portfolio reviews.
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