At Excelsis Global Private Wealth, I played a key role in enhancing client engagement and internal efficiency for an international wealth management firm specializing in multi-generational portfolios. I collaborated closely with Senior Wealth Advisors to develop market updates and curated investment product lists, leveraging tools like Morningstar Investor and NetX360 to ensure accuracy and relevance. I composed detailed advisor biographies that supported the firm’s transparency and personalized client service. In addition, I maintained and organized client files and internal resources using Wealthbox and the Microsoft Office Suite, streamlining access and improving operational workflows. I also used Mailchimp to support client communication efforts. This experience strengthened my financial literacy, writing skills, and proficiency in key industry platforms, while deepening my understanding of high-net-worth client relations and wealth management strategies.