Core expertise includes operations management, client relationship leadership, business development, and organizational change initiatives. I am actively seeking opportunities where I can lead high-performing teams, drive strategic transformation.
OH
Open to opportunities
Ornella Henry Ornella Henry
@ornellahenry
"Be flexible in figuring out the solution" has been my guiding principle throughout my 10+ years in the financial services and banking industry.
Trinidad and TobagoWhat I'm looking for
I am a results-driven finance professional who embraces flexibility in finding solutions and is passionate about early financial education and generational wealth building.
As a wealth manager I assist clients in navigating their financial paths through local and international portfolio management, networking, and AUM growth while emphasizing financial stability and literacy.
I have delivered measurable results — leading client onboarding and managing AUM across roles at Sagicor and JMMB, with experience supporting hundreds of clients and seven-figure AUMs. My background spans client relationship management, investment banking support, treasury operations, and daily reconciliations.
I hold an MBA, a BA (Hons) in Business Management, and an ESG certificate from the CFA Institute; I bring advanced Excel and PowerPoint skills and a collaborative, client-focused approach.
Experience
Work history, roles, and key accomplishments
AL
Current
Wealth Manager
ANSA Wealth Management Limited
Jan 2025 - Present (9 months)
Advise clients on wealth-building and financial literacy, manage local and international portfolios, and support AUM growth through tailored investment strategies.
SL
Wealth Management Advisor
Sagicor Investment Services Limited
Apr 2022 - Jan 2024 (1 year 9 months)
Advised clients on wealth strategies and managed local and international portfolios, contributing to AUM of 80 million and onboarding 150 clients.
JT
Client Relationship Officer
JMMB Investment Trinidad & Tobago
Jan 2019 - Jan 2022 (3 years)
Provided financial planning and portfolio management, communicated market updates, and supported AUM of 95 million while onboarding 300 clients and meeting targets.
JT
Operations Client Care Representative
JMMB Bank Trinidad & Tobago
Mar 2016 - Jan 2018 (1 year 10 months)
Managed daily ABM balancing, GL reconciliations, cash shipment coordination with Central Bank and G4S, and oversaw non-cash transactions to ensure operational accuracy.
JT
Human Resources Assistant
JMMB Bank Trinidad & Tobago
Jul 2015 - Jan 2016 (6 months)
Supported recruitment and selection, administered learning and development programs, negotiated vendor contracts, and facilitated team engagement and HR audits.
Education
Degrees, certifications, and relevant coursework
CICFA Institute
Certificate, Environment, Social and Governance
Completed the ESG Certificate Program from CFA Institute in May 2025.
AUAnglia Ruskin University
Master of Business Administration, Business Administration
2016 - 2017
Completed a Master of Business Administration at Anglia Ruskin University from 2016 to 2017.
AUAnglia Ruskin University
Bachelor of Arts (Honours), Business Management
2011 - 2015
Earned a BA (Hons) in Business Management from Anglia Ruskin University from 2011 to 2015.
Tech stack
Software and tools used professionally
Availability
Open to opportunities
Location
Trinidad and TobagoAuthorized to work in
Salary expectations
60k-120k USD
Social media
Job categories
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