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

Timeline

Professional experience for Nikki Marini

  • 6 months, Apr 2023 - Sep 2023

    Client Relationship Manager

    Up Wealth Managment

  • 1 year and 10 months, Jun 2021 - Mar 2023

    Associate

    E&P Financial Group

Educational background for Nikki Marini

  • 3 years and 11 months, Jan 2020 - Nov 2023

    Commerce

    Australian National University

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