WHO I HELP
I work closely with the AAB Wealth team to ensure we deliver exceptional service to our clients.
HOW I HELP
Whether clients are building wealth or navigating complex financial circumstances, I ensure that our teams work smoothly to meet their needs.
“SUPPORTING TEAM SUCCESS, DELIVERING CLIENT PEACE OF MIND.”
Rhea Shearer is a Team Lead based in our Aberdeen office. With a strong emphasis on organisation and collaboration, Rhea ensures that every member of the team understands their role and contributes to delivering excellent client experiences.
Rhea’s passion for building trust and relationships, both with her team and the clients they serve, is evident in her leadership style. She believes in fostering a culture where clients are treated with respect and care, ensuring they feel secure in the knowledge that their financial well-being is in expert hands.
BUILDING TRUST AND RELATIONSHIPS
“An ideal client relationship is built on trust and respect. We are here to look after our clients’ hard-earned wealth and provide support during key life stages and events. The most rewarding part of our work is knowing that clients trust us to guide them through these moments. By getting to know each client and their specific objectives, we create an environment where clients feel comfortable discussing their finances and confident that their wealth is being carefully managed by a professional team.
COHESIVE AND COLLABORATIVE ENVIRONMENT
“The best aspect of working with colleagues is getting to know their individual strengths and working together to overcome any challenges. We want each other to succeed, whether by helping one another build confidence or by guiding an individual through a complex client case. AAB Wealth has a culture that ensures each team member feels valued for the work they do and to provides the support they need to thrive.
Clients are at the forefront of every decision we make. By ensuring that every member of the team understands their importance in delivering great client service, we build a cohesive and collaborative environment where we help our clients achieve their goals.”
EMBRACING CHANGE AND ADAPTING FOR OUR CLIENTS
As financial planning becomes more tech-driven, we need to embrace new opportunities and solutions that ensure efficiency. One of the biggest challenges in my area is the adoption of new technology. It’s important to involve the team in decisions and communicate how these changes will benefit both them and their clients. When people feel involved and understand the value of these changes, they are more likely to embrace them. Communication is key to helping everyone adapt and thrive.
Although technology can help to streamline processes, it’s the personal touch that often makes the biggest difference. Clients want to know that we’re here for them personally, ready to answer questions and provide support in a way that suits them. I think the key word here is ‘balance’. As the industry becomes more virtual and tech-driven, it is important that we understand our clients’ preferences and what works best for them to achieve their goals.”
LOOKING AHEAD
“I’m looking forward to taking on a leadership role and using my experience to support the Wealth team.
I’m excited to be part of the growth journey that AAB Wealth is on. There is a preconception that in larger firms, clients are just a number. However, as we continue to grow, opportunities for the firm and its individuals also grow. It allows us to expand our skills and service offering and ultimately helps our clients achieve their goals.”
