Emma Lee
Investment Administrator
Liverpool
What attracted you to a career in wealth management?
I have been in the industry since 1997. I serve as an Analyst, providing invaluable support to the Investment Managers. Over time, I have honed my skills and knowledge, ensuring a high standard of client service.
How do you approach your role on a daily basis?
In my role, from an administrative perspective, I assist the directors in managing portfolios for individuals, trusts, charities, and pensions. It's been fulfilling. My focus is on working with the team to construct investment portfolios that align with the clients’ objectives.
What are your interests outside of work?
Beyond my professional interests, I enjoy spending time outdoors, particularly as a keen walker. Yoga, cinema, and theatre also captivate me. These diverse interests provide a wonderful balance to the fast-paced world of wealth management.