Nikki Marini

Bis 2023, Client Relationship Manager, Up Wealth Managment

Skills

Financial Services

Customer service

Executive Support

Schedule Management

Customer inquiries

Stock exchange trading

Managing high net-worth clients

Private Wealth Management

Shift Supervision

Hospitality

Time Management

Financial Advice

Presentation skills

Microsoft Office Excel

Microsoft Word

Microsoft Powerpoint

People skills

Dealing with older people

Customer orientation

Flexibility

Organizational skills

Punctuality

High pressure environment

6 months, Apr 2023 - Sep 2023

Up Wealth Managment

1 year and 10 months, Jun 2021 - Mar 2023

E&P Financial Group

3 years and 11 months, Jan 2020 - Nov 2023

Australian National University

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