TREXITA BOIMA-TONNER
Wealth Management and Client Relationship professional with experience supporting relationship managers, portfolio managers, and high-net-worth clients within a leading private wealth management environment. Skilled in client servicing, stakeholder management, investment operations, onboarding, wealth planning support, and regulatory compliance. Experienced in coordinating with clients, accountants, lawyers, trust managers, and other professional advisers while delivering exceptional service standards. Strong background in client reporting, cash flow modelling support, AML monitoring, vulnerable client assessments, and relationship-building activities. Recognized for maintaining strong client relationships, resolving client enquiries effectively, and supporting tailored wealth management solutions for high-net-worth and ultra-high-net-worth individuals.
Work History
Client Services Executive
2 Years 2 Months- Support portfolio managers and relationship managers in delivering high-quality service to high-net-worth and ultra-high-net-worth clients.
- Manage client communications and act as a key point of contact for day-to-day enquiries, ensuring timely resolution and exceptional service delivery.
- Prepare detailed client reports, portfolio documentation, and meeting materials to support relationship management and client review discussions.
- Produce accurate reports for third-party accountants to facilitate tax assessment and financial planning processes.
- Coordinate with accountants, lawyers, trust managers, and other professional advisers to facilitate client requirements and maintain seamless service delivery.
- Process payment instructions, including tax payments, educational expenses, invoices, and other client-related financial requests while ensuring accuracy and compliance.
- Build and maintain trusted relationships with clients and external stakeholders through proactive communication and attention to detail.
- Resolve client service issues efficiently while maintaining regulatory compliance and service excellence standards.
- Contribute to client retention through responsive support, relationship-building, and consistent delivery of a high-quality client experience.
Wealth Management Trainee
10 Months- Reviewed client documentation and onboarding requirements, ensuring compliance with regulatory and due diligence standards.
- Supported client background verification processes and onboarding activities for new wealth management clients.
- Compiled client income, asset, and liability information using Intelliflo Office to support tailored wealth planning recommendations.
- Monitored FCA and international regulatory developments impacting wealth management operations.
- Assisted with vulnerable client reviews, ensuring appropriate support measures were identified and maintained.
- Attended fund manager meetings and prepared detailed meeting notes to support investment decision-making and client reporting.
- Developed presentation materials and client documentation for portfolio managers.
- Coordinated exclusive engagement events for ultra-high-net-worth clients, strengthening client relationships and enhancing the overall client experience.
Education
Client Adviser Competency Standards
I have completed paper 1 of the Client Adviser Competency Standards qualification as of September 2026.
Paper 2 completion pending