Home / Career Developemnt / Alumni programme / Alumni stories / Joe Davies
I am a client service executive at Cazenove Capital Management. My role is to provide support to the portfolio managers, assisting them with reporting and the management of client portfolios. I am suited to my role as I am proficient at maintaining existing client relationships and building potential client relationships.
Organisation and prioritising tasks can be quite tricky at times due to the sheer volume of client accounts I am responsible for. Since I joined Cazenove in 2015 I have been given huge amounts of responsibility. I feel I have developed a great deal since joining Cazenove and am now a more self-assured individual.
After leaving school at 15, I went straight into a job for a local building firm but quickly decided I needed to find a career with future prospects. I started looking at sales roles as I felt talking to people and building relationships is what I am best at and was lucky enough to get a job for O2, the phone retailer. At 17 though I took a long hard look at my future and realised I wanted more. Luckily I saw an advertisement for Investment20/20 roles in the city. I didn’t have the required qualifications at that time so I went back to school to sit two A-level equivalent courses externally whilst working full-time. The courses were very intensive but I persevered and completed both courses and was then able to apply for a position. I am pleased to say that after multiple interviews I was successful in gaining a client service support role at Schroders.
The last four years have been a bit of a whirl wind, from working on a building site to now having worked at Schroders and Cazenove Capital. I would like to prove that I am capable of excelling in my current role. The opportunities are endless and I would like to progress as much as I can.
It doesn’t matter what background or qualifications you have, if you work hard and prove yourself to be good at your job anything is possible.
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