Always thinking two steps ahead.
I’m a detail-focused business student passionate about accounting and finance. I stay calm under pressure and get things done both effectively and efficiently.
I’m aiming to build a career as a financial specialist, helping others make smart, informed financial decisions.
Feel free to connect with me on LinkedIn www.linkedin.com/in/monia-rafat-972244284 — I’m open to new opportunities and collaborations.
Outside work, I love reading, exploring investment trends, and enjoying a good book with an orange juice, heh.
Our vision is to be the leading financial advice company in the UK: by better outcomes for more clients, by reputation and by growth.
At the heart of our business there are over 4,200 financial advisers based in nearly 700 firms and supported by 600 colleagues in our central teams. Together we are a partnership, and financial advice is what we do - it’s our shared history, our DNA.
Start or evolve your career in financial advice with The Openwork Partnership Academy.
We can help you develop the knowledge and skills you need to deliver high quality advice and become a confident, effective adviser.
We'll support you over 7-12 months (depending on your goals) and help you gain qualifications, licensing and skills training.
We focus on supporting people who want to become wealth, mortgage or protection advisers, but we can also help you if you are looking to diversify into one of these areas.
With 9 years as a Relationship Manager in corporate banking in Hong Kong and China, I specialise in financial analysis, commercial lending, and structured finance in the real estate sector.
Transitioning to financial advising in the UK, I’m leveraging my CFA Level I & II credentials and pursuing the DipPFS diploma to become a trusted advisor in wealth management and holistic financial planning.
Additionally, I am passionate about AI and Python, which enhance my skills in financial modeling, investment strategies, and asset allocation through data analysis and automation.
I would appreciate any suggestions on my new career development in the UK.
