Rafal Mocko
Administrator
Bristol
What attracted you to a career in wealth management?
With a BSc in Economics from the University of Cardiff Metropolitan and 8 years of investment management experience, I was drawn to wealth management. Holding a Level 4 Investment Advice Diploma (IAD), my journey began at Church House Investments, where I worked as an Investment Administrator. I further honed my skills at Curtis Banks. Now, as an Investment Administrator at Quilter Cheviot for 6 years, my role entails providing critical support to clients and advisors, focusing on their financial well-being.
How do you approach your role on a daily basis?
My career in wealth management has been dedicated to client support for 6 years. As an Investment Administrator at Quilter Cheviot, I focus on maintaining strong relationships with clients and advisors, providing them with the support they need to achieve their financial goals. My fluency in both Polish and English has allowed me to connect with a diverse clientele, and I believe that personalized service is essential in tailoring financial solutions to everyone’s unique needs.
What are your interests outside of work?
Beyond my professional life, I have a passion for football and enjoy watching matches in my free time. In addition, I'm constantly expanding my knowledge and interest in investment management, which keeps me engaged and committed to my career.