Posery

Independent financial advisor

Prudential • Freiberufler

Oct 2025 - Present • 10 mos

Best New Star Award • Provided personalized financial planning and wealth management solutions for clients. • Assisted clients in asset allocation, risk assessment, and long-term financial goal planning. • Managed and advised on client assets exceeding USD 1 million in total value. • Conducted financial needs analysis and prepared customized recommendation reports. • Built and maintained long-term client relationships through professional consultation and ongoing support. • Created presentation materials and proposal documents to help clients understand financial products and investment strategies. • Managed government-related projects and coordinated communications between multiple stakeholders. • Developed business reports, presentations, and project documentation for strategic decision-making. • Conducted market research and business analysis to support project planning and execution. • Maintained long-term partnerships with government agencies and business partners. • Trained and mentored new employees, improving team efficiency and operational performance. • Oversaw project implementation, resource allocation, and progress tracking to ensure successful delivery.