Sahil Akhtar
Financial Services Associate @Wesleyan
Signup · Get unlimited contacts
WORK HISTORY
Financial Services Associate @Wesleyan
Birmingham, GB
Portfolio Management - Oversee clientinvestments, fund switches, and performance reviews to maximise returns.• Investment & Wealth Support - Assist withISAs, pensions, and financial planning tailored to client goals.• Regulatory Compliance - Ensure all advicefollows FCA regulations, AML policies, and risk frameworks.• Market Insights - Keep clients informed onmarket trends and investment opportunities.• Service & Efficiency - Streamline processes and identify cross-selling opportunities to enhance client value.
EDUCATION
Aston University
Foundation degree
Solihull Sixth Form College
A-Levels
Ninestiles, An Academy
GCSE's
Aston University
Bsc Economics and Management
ABOUT SAHIL AKHTAR
Results-driven Economics graduate with experience in financial services, investment…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.