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Rima Shah
I joined TPO in October 2017 as a Financial Administrator and during the seven years at TPO I have progressed from a Client Delivery Team Leader to a Client Relationship Manager.
I have many years of building and maintaining strong client partnerships with a keen understanding of client needs gained from a wealth of experience in the industry and a passion for delivering exceptional service.
I have a proven track record of driving client satisfaction and fostering long-term relationships ensuring the client journey is as seamless as possible.
What drives me?
I am committed to ensuring clients not only meet, but exceed their business objectives, fostering trust and loyalty every step of the way.
I am married with two children and enjoy travelling with my family, exploring new places and cultures. In my spare time, I enjoy playing tennis and supporting my children who are avid tennis and football players.
How I can help you
- I ensure client annual review meetings are set up and scheduled with advisers.
- I keep clients updated on any transactional business, working with their adviser.
- I proactively call clients to check if there's anything they need.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.