Adel Jones

Background

About Adel Jones

I am an efficient and competent Wealth Manager able to thrive in a fast-paced, dynamic, performance-driven work environment. I excel at client management, risk assessment, advisory management, tolerance valuation, asset management, and identification of process improvement opportunities to deliver working group targets.I am highly experienced in providing guidance and sign-off for complex accounts across all product suites including, discretionary, global, wholesale, equities, and fee-based accounts. Having been extensively exposed to the financial market fundamentals, I can apply this knowledge to ensure technical and professional solutions are delivered when providing financial planning advice.Possessing a strong understanding of risk and compliance, I ensure that the business unit adheres to firm policies and procedures, and regulatory and legislative requirements. I am outgoing and personable, with the confidence required to deal with varied groups of stakeholders and levels of seniority.While demonstrating high levels of initiative and dedication in my previous job positions, I have been responsible for engaging in new business development to deliver excellent services to high-net-worth prospects and clients. Additionally, I advise clients on life, critical illness, medical coverage, trusts, wills, and pensions on a global basis.Exhibiting demonstrated experience in understanding client’s financial situations and personal circumstances, I deliver distinctive, thoughtful, and appropriate advice that secures confidence and loyalty to the business. I am highly organized, with the ability to balance numerous tasks and responsibilities, work to tight deadlines, and handle business pressures.As a critical thinker, I identify and develop new ideas and approaches that add value to the business and enhance risk control. Additionally, I bring to the table an advanced knowledge of industry products, services, systems and best practices required to maintain the upper hand in this extremely competitive trade.