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Aisha W.

Aisha W.

Client Services Executive

Followers of Aisha W.1000 followers
location of Aisha W.London, England, United Kingdom

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  • Timeline

  • About me

    WIIA 2024 Mentor of the Year | SM&CR | Training and Competence | Learning and Development

  • Education

    • University of Hertfordshire

      2007 - 2010
      Bachelor's degree Economics and European Business

      Activities and Societies: Capoeira, Chair of the Sports Federation 2008-2010

  • Experience

    • HSBC

      May 2008 - Aug 2010
      Client Services Executive

    • Skipton Building Society

      Jan 2011 - Jan 2012
      Client Advisor

    • Scottish Widows

      Jul 2012 - Jul 2014
      Sales Support Consultant

    • St. James’s Place Wealth Management

      Jul 2014 - May 2015
      Business Support Manager

    • Barclays Wealth Management

      Jun 2015 - Sept 2021

      • Training & Competence Manager

        Oct 2017 - Sept 2021

      • Wealth Planning Executive

        Jun 2015 - Oct 2017

    • LGT Wealth Management

      Sept 2021 - now
      Senior Training & Development Manager

      Training and Competence, Learning and Development, SM&CR

  • Licenses & Certifications

    • T Level Employer Validation Panel - Expert Member (3 years)

      Pearson
      Apr 2024
      View certificate certificate

    • Private Client Investment Advice & Management

      The Chartered Institute for Securities & Investment (The CISI)
      Jul 2018

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Apr 2015

    • Certificate in Life & Pensions

      Chartered Insurance Institute
      Jun 2014

  • Volunteer Experience

    • Committee Chair

      Issued by The Chartered Institute for Securities & Investment (The CISI) on Mar 2024
      The Chartered Institute for Securities & Investment (The CISI)Associated with Aisha W.

    • Treasurer, Board Trustee

      Issued by The Kisoboka Trust on Jun 2024
      The Kisoboka TrustAssociated with Aisha W.

    • Mentor

      Issued by Women in Banking and Finance - UK on Nov 2024
      Women in Banking and Finance - UKAssociated with Aisha W.

    • Mentor

      Issued by Charity Mentors Kent and Medway on Jan 2025
      Charity Mentors Kent and MedwayAssociated with Aisha W.

    • Director - HR & Policies

      Issued by NEW LEAF SUPPORT DOMESTIC ABUSE SERVICE on Jul 2024
      NEW LEAF SUPPORT DOMESTIC ABUSE SERVICEAssociated with Aisha W.

    • Member

      Issued by PIMFA - Personal Investment Management & Financial Advice Association on Mar 2024
      PIMFA - Personal Investment Management & Financial Advice AssociationAssociated with Aisha W.

    • Member

      Issued by The Chartered Institute for Securities & Investment (The CISI) on Sept 2017
      The Chartered Institute for Securities & Investment (The CISI)Associated with Aisha W.

    • Board Trustee

      Issued by K.U.K Alliance on Jan 2017
      K.U.K AllianceAssociated with Aisha W.