Tachena Nhubu

About Tachena Nhubu

I am a highly motivated and experienced Trust account manager with a strong background in finance. I have a proven track record of successfully managing and administering trusts for clients, and am known for my ability to provide personalized and comprehensive service.In addition to my work as a Trust account manager, I am currently working towards my Chartered Financial Analyst (CFA) designation. I have already passed the Level 1 exam and am currently studying for the Level 2 exam. This additional education and certification demonstrates my commitment to staying current on industry developments and furthering my professional development.I have a strong understanding of financial markets, investment products and the legal and regulatory environment that applies to trust management. My analytical skills and attention to detail have enabled me to provide accurate and timely advice to clients. My strong communication and interpersonal skills help me to build strong relationships with clients, and my ability to think creatively has resulted in many successful outcomes for the clients.I am excited to continue to develop my skills and expertise in finance, and am always looking for new opportunities to grow and contribute to the success of an organization.

Experience

1. Trust Account Manager - Institutional

   FIS

   May 2022 — Present · Houston, TX, US

   Responsible for the day-to-day operations of trust accounts, including monthly and quarterly reporting, compliance with regulations, and communication with clients.• Manage and administer trust accounts, including the handling of transactions, compliance with regulations, and communication with clients• Ensure that all trust account activities are in compliance with regulatory requirements and industry standards• Prepare and review trust account reports and statements for clients• Provide personalized and comprehensive service to clients, including answering questions and addressing concerns• Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty• Continuously monitor and evaluate the trust account portfolio to identify potential issues and opportunities for improvement• Collaborate with other departments to ensure the overall success of the trust account portfolio

Education

• University of Houston-Downtown

  Master of Business Administration (M.B.A.), Finance & Investment Management

• University of Houston-Downtown

  Bachelor of Business Administration, International Business