Taofikat Agboola

Questioner
DISC Type : c

Associate at RBC Wealth Management

London, England, United Kingdom

Overview

Taofikat is a driven Associate in Client Management at RBC Wealth Management, aspiring to high-level roles in financial services. Her background includes an apprenticeship at Schroders and a CISI Level 2 Award in Fundamentals of Financial Services, demonstrating a strong commitment to her career progression and industry knowledge from an early stage.

She is passionate about creating opportunities for the next generation, frequently speaking at events for Investment20/20 and Queen Mary University to share her experience. Taofikat actively engages in mentoring, returning to her former school to inspire students and advocating for building confidence in young talent entering the industry.

She recently participated in a CISI campaign highlighting the impact of technology on the financial services world.

Personality Overview

Price-Sensitive

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Early Talent Development
Spoke at an Investment20/20 briefing on the power of creating impactful early talent experiences in asset management.
Apprenticeship Advocacy
Shared her career journey through an apprenticeship program with students and parents at Queen Mary University.
FinServ Technology
Participated in a CISI campaign focused on technological change and the importance of digital skills in financial services.

Media Appearances

Taofikat has no verified media appearances

Work History

9-2022
Associate at RBC Wealth Management
9-2020 - 9-2022
Apprentice at Schroders
5-2020 - 9-2022
EY black heritage young diversity fast-pass scheme at YDWC
2-2020 - 2-2020
Work Experience at M&G plc
10-2019 - 8-2020
Think Investment Student at Investment20/20

Education

2018 - 2019
CISI Level 2 Award in Fundamentals of Financial Services from The Chartered Institute for Securities & Investment (The CISI)
2018 - 2020
A-level from Harris Girls’ Academy East Dulwich

More Information

Social Presence :

Prographics :

Exp : 12 Location : London, England, United Kingdom Job Level : N/A Designation : Associate at RBC Wealth Management
URL has been copied!

Insights For Selling To Taofikat

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Taofikat is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Taofikat

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Taofikat move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Taofikat take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Taofikat

Personality Compatibility


Other RBC Wealth Management Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.