Annabelle Berko - CV International Business Development Manager

FINANCIAL ADVISOR / INVESTMENT MANAGER EVEDEX (Thomas Kralow Team) Jun.2024 - present Advised private and corporate clients on investment opportunities across diversified financial projects, focusing on portfolio growth, strategic capital allocation, and long-term investment planning. Built strong client relationships and consistently exceeded sales targets through consultative selling and data-driven financial analysis. Key Responsibilities . Consulted with prospective and existing clients to identify financial goals, risk tolerance, and suitable investment strategies. . Presented and explained investment opportunities across multiple financial products and projects. . Managed the full sales cycle from lead qualification and financial consultation to closing investment agreements. . Built and maintained long-term relationships with high-value clients, ensuring client satisfaction and retention. . Conducted detailed market and project analysis to match clients with appropriate investment opportunities. . Negotiated deal terms and handled objections to successfully close high-value investment agreements. . Maintained accurate CRM records, client portfolios, and pipeline management. . Collaborated with internal investment teams to align client strategies with available financial products. . Consistently met and exceeded weekly and monthly performance targets. Key Achievements . Achieved a 35-45% closing rate, significantly above typical industry averages. . Closed 63 successful sales within a two-week period, one of the highest short- term performance results within the team. . Consistently ranked among top-performing advisors in the Thomas Carlo sales team. . Built a strong pipeline of qualified investors through consultative sales and relationship management. . Successfully converted a large percentage of initial consultations into long-term investment clients. . Demonstrated strong negotiation and persuasion skills resulting in high client trust and repeat investments.

UNIVERSITY OF BRITISH COLUMBIA (UBC SAUDER SCHOOL OF BUSINESS) Bachelor of Commerce (BCom) 2018 - 2024

. Consultative Sales . High-Ticket Sales . Client Acquisition & Lead Generation . Sales Pipeline Management . Negotiation & Deal Closing . Investment Consulting . Financial Needs Analysis . High-Net-Worth Client Relationship Management . Business Development . Market Analysis · Strategic Sales Planning . Client Retention Strategies . Communication & Presentation · Problem Solving . Time Management . Data-Driven Decision Making . Relationship Building

Английский Французкий

I am results-driven sales and investment professional with strong experience in client acquisition, investment consulting, and high-value deal closing. Skilled in building long-term relationships with high-net-worth clients, identifying investment opportunities, and delivering tailored financial solutions based on client objectives. Recognized for strong communication, negotiation, and strategic sales abilities in fast-paced, target-driven environments.