Younes Ahmad

• Professional Skills
• Disciplined and responsible approach to tasks.
  Client-centric focus, implementing Statements of Advice in the client's best interest.
  Strong values and morale alignment, developed through experience at United Global Capital.
  Exposure to and success in handling high-pressure corporate projects.
  
• Communication and Confidence:
• Greatly improved confidence and communication skills, especially with clients.
  
• Time Management and Efficiency:
• Improved time management skills for timely and high-quality task completion.
  
• Data Analysis and Technical Proficiency:
• Proficient in handling and analyzing large datasets.
  Expertise in Microsoft Office, particularly Word and Excel.
• Financial Advisory Experience:

Managed up to 3 financial advisors, providing leadership and guidance.
Prepared accurate review folders and conducted implementation audits.
Successfully implemented 200+ Statements of Advice.
Specialized in Self-Managed Superfund, demonstrating expertise in investments and insurances.

· More responsibility and ability to perform tasks under pressure

· Ability to create efficient and effective ways to complete the task

· Great customer service, creating reputation based on confidence and attitude towards my position in the business

· Able to operate at all departments at a very high level.

· Able to handle money effectively and satisfying the customer

· Improvement of punctuality in terms of presentation and timing of shifts

· Improving interpersonal skills with customers to accommodate their needs and services.

• Kept work areas clean, organized, and safe to promote efficiency and team safety.
• Contributed to team success by completing jobs quickly and accurately.
• Learned all required tasks quickly to maximize performance.
• Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
• Worked different stations to provide optimal coverage and meet production goals.