Hands-on experience in QlikView to Qlik Sense and OBIEE to Qlik Sense migrations, including ETL logic, data modelling and reporting redevelopment.
Proficient in Oracle, Microsoft SQL Server, PostgreSQL, Teradata, with exposure to DataStage, ODI, SSIS, Unix Shell scripting and Python.
Strong stakeholder and leadership experience, including SME responsibilities, technical training, code reviews, best-practice guidance and project delivery across multinational environments.
“Can a job be a passion/hobby and can a hobby/passion be a job?
This was what set the founder and creator of the Total Portfolio Advisory (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management.
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Facilitate introductions and referrals to approved external advisors and partners, trustee providers, and onshore trustees, in accordance with the Bank's policies, procedures, and applicable regulatory requirements.
Create thought leadership and wealth planning concepts while keeping abreast of regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develop appropriate client marketing pitch decks and internal training materials.
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