Valeria Panina
Team Leader - Investment Management Client Administration @Evelyn Partners
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WORK HISTORY
Team Leader - Investment Management Client Administration @Evelyn Partners
Bristol, GB
At Evelyn Partners I work within the Bristol Investment Management team to provide excellent investment experience to our clients. This includes being the first point of contact for client enquiries, managing administrative processes and constantly developing best practices to maintain and grow the client relationships, ensuring the best service is being delivered, whilst being responsible for the day to day oversight and management of the administration team.
EDUCATION
Plymouth University
Bachelor’s Degree, BSc (Hons) Psychology
ABOUT VALERIA PANINA
With over 10 years of professional experience in financial services, I currently work as a Team Leader within the Bristol Investment Management team at Evelyn Partners. My role is rooted in delivering exceptional client experience by overseeing administrative processes, managing client enquieries, and fostering best practices to grow client relationships. Passionate about collaboration and service excellence, I am motivated to support the organization\'s mission of providing top-tier investment solutions and maintaining a culture of trust and integrity. At Evelyn Partners, I lead the administration team to ensure seamless operational support and uphold high service standards. By leveraging my expertise in team leadership, delegation, and financial services, I contribute to the day-to-day oversight of operations while empowering our team to excel. My commitment to professional integrity and attention to detail ensures that we continue to deliver value to our clients and stakeholders.
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