Jessica Balaam-Smith
Jessica Balaam-Smith
Client Service Executive
Jessica Balaam-Smith
Client Service Executive
Bristol
Jessica joined Rathbones in 2023 and started as a Client Service Executive within Greenbank in 2024.
She graduated from the University of Bristol in 2023 with a LLB (Hons) in Law. She has completed the CISI Level 3 Investment Operations Certificate and is working towards the CISI level 4 Diploma in Investment Advice.
Jessica specialises in ethical and sustainable portfolios for private clients, trusts and companies.
Jessica joined Rathbones in 2023 and started as a Client Service Executive within Greenbank in 2024.
She graduated from the University of Bristol in 2023 with a LLB (Hons) in Law. She has completed the CISI Level 3 Investment Operations Certificate and is working towards the CISI level 4 Diploma in Investment Advice.
Jessica specialises in ethical and sustainable portfolios for private clients, trusts and companies.