Adam Godfrey
Wealth Management Adviser
London, United Kingdom
Summary
Enthusiastic professional that is highly effective at working with clients and teams to achieve upmost success. Friendly and personable attitude with an adaptable approach to any situation. Excellent understanding of financial markets and eager to take on new responsibilities within the industry.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Wealth Management Adviser
Fisher Funds
02.2022 - 05.2024
- Enhanced client satisfaction by providing personalised wealth solutions and strategies.
- Provided exceptional customer service through prompt response times, empathetic listening and clear communication of financial concepts.
- Managed a book of 600 high net-worth clients with a minimum investment of $500,000, totaling over $80 million in size.
- Mentored junior advisers on best practices in relationship building, identifying opportunities and suitability of investment products for clients.
Senior Client Adviser
Fisher Funds
06.2021 - 01.2022
- Rapidly expanded my book of 4,600 clients investing between $100,000 and $500,000 through targeted business development and referrals from satisfied clients.
- Provided expert guidance during major life events such as retirement planning or estate settlement matters.
- Streamlined internal processes for improved efficiency, resulting in higher client retention rates.
- Resolved complex client concerns promptly, maintaining trust and loyalty in the advisory relationship.
Distribution Support Manager
Fisher Funds
09.2020 - 06.2021
- Managed business relationships with external financial advisers and banking partners, ensuring their needs were met and to aid in their remuneration.
- Provided training to banking staff to upskill competency, resulting in greater lead generation for the business.
- Regularly provided comprehensive reports to internal stakeholders, ensuring optimal performance and execution of our strategic metrics.
Client Relationship Manager
Fisher Funds
01.2020 - 09.2020
Business Banking Associate
ASB Bank
09.2018 - 12.2019
Education
Bachelor of Science - Genetics
University of Otago
Otago, New Zealand 02.2015 - 11.2017
Skills
- Communication
- Collaboration
- Teamwork
- Problem-solving
- Adaptable
- Enthusiastic
- Leadership
- Proactive
- Time Management
- Approachable
Accomplishments
- Highest inflow of FUM as a Senior Client Adviser during FY 21/22.
- Most FUM retained as a Wealth Management Adviser during FY 22/23 and 23/24.
- Collaborated with multiple teams in the development and implementation of the new advisory and CRM system.
- Became the trusted individual for conflict management and resolution across the Wealth Advice team, often resolving client issues before they were escalated further.
Certification
New Zealand Certificate in Financial Services (Investments)
References
Available from Fisher Funds upon request.
Timeline
Google Data Analytics Professional Certificate
08-2024
Wealth Management Adviser
Fisher Funds
02.2022 - 05.2024
Senior Client Adviser
Fisher Funds
06.2021 - 01.2022
Distribution Support Manager
Fisher Funds
09.2020 - 06.2021
New Zealand Certificate in Financial Services (Investments)
09-2020
Client Relationship Manager
Fisher Funds
01.2020 - 09.2020
Business Banking Associate
ASB Bank
09.2018 - 12.2019
Bachelor of Science - Genetics
University of Otago
02.2015 - 11.2017
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