Client Acquisition Executive
Conor Sim was born and bred in Glasgow, Scotland and after a nine-month spell in Malta, he has called South Africa home for nearly three years. With over four years industry experience and after working alongside some of the best wealth managers in the industry, Conor is going to embark on the next stage of his career with Holborn by taking the step to becoming a qualified wealth manager himself at the beginning of 2020. Combining his knowledge and areas of expertise, Conor will be on hand to assist, manage and nurture clients' financial portfolios and goals. Conor has a deep understanding of cross-border finances spanning from UK pensions to offshore jurisdictions to tax-efficient asset structuring.
- Chartered Institute Securities and Investments - Level 3
- Qualified South African Financial Services Representative