Summary
Overview
Work History
Education
Skills
Timeline
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Siddig Bakheet

Sydney

Summary

Experience as a broker with a proven track record of success in developing new business and increasing sales. Strong background in client relationships, skilled in building rapport and delivering tailored solutions to meet client needs. Demonstrated ability to generate leads, close deals, and drive sales, resulting in significant revenue growth for employers.

Overview

4
4
years of professional experience

Work History

Security Operative

Protection Services Inc.
09.2024 - Current
  • Increased efficiency in incident response through thorough documentation and timely communication with law enforcement agencies.
  • Collaborated with fellow security personnel to ensure seamless coverage of all areas within the facility.
  • Supported event management teams in ensuring a secure environment for guests during special events or high-profile visits.
  • Provided exceptional customer service, addressing inquiries, concerns, and assisting visitors as needed.

Stockbroker

SHAREWISE
02.2024 - 08.2024
  • Conducted in-depth financial analysis to offer customized investment recommendations to clients
  • Assisted clients in making safe and profitable investments
  • Navigated CRM system like Hubspot to help reach sales objectives
  • Developed and maintained asset allocation strategies to optimize client portfolios
  • Monitored portfolio performance and made necessary adjustments to align with clients' evolving financial objectives.

Junior Equity Broker

KODARI Securities
07.2023 - 02.2024
  • Executed buy and sell orders for a variety of investment products on multiple trading platforms
  • Promoted and sold stockbrokering services and products to new and existing clients.

Summer Financial Intern

Sirius Global Limited
11.2021 - 03.2022
  • Completed a 16-week program closely assisting the firm's financial analyst
  • Generated detailed, accurate financial suggestions based on data analysis
  • Contributed to fact-finding and progress meetings with clients, responded to phone and email inquiries
  • Prepared a report that demonstrated how a particular vendor could save 30% on material costs for an infrastructure project.

Education

Bachelor of Economics - Finance

University of Sydney
Sydney, NSW
05.2023

Skills

  • Client Relationship Building
  • Financial product knowledge
  • Fundamental Analysis
  • Portfolio Management
  • Risk Assessment and Management
  • Strong sales skills

Timeline

Security Operative

Protection Services Inc.
09.2024 - Current

Stockbroker

SHAREWISE
02.2024 - 08.2024

Junior Equity Broker

KODARI Securities
07.2023 - 02.2024

Summer Financial Intern

Sirius Global Limited
11.2021 - 03.2022

Bachelor of Economics - Finance

University of Sydney

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Siddig Bakheet