As part of our 60 second interview series, Citywealth spoke to Joanna Bodell, managing director of the Isle of Man office of the Zedra Group following her team’s win at the IFC Awards 2020 in the Trust Company of the Year – Isle of Man category.
Tell me about your role.
I lead the Isle of Man office of the ZEDRA Group. My role involves responsibility for the operational aspects of our active wealth business and delivery of our strategic growth targets.
Walk us through your daily routine.
I tend to start my working day from home before office hours, checking emails and making sure I am prepared for any meetings scheduled during the day. After I arrive in the office I walk the floor to greet the team. No two days are the same so I don’t have a typical routine.
Tell us about a recent client instruction.
We have been asked to assist in transferring a large property and investment holding structure from another provider on the Island. The referral came from an existing client who recommended ZEDRA.
What is the most challenging issue your clients are facing currently, and how are you helping your clients to overcome it?
The ever-changing compliance landscape makes it difficult for clients to know they are doing exactly what they need at all times. We make sure clients are kept updated and informed, providing practical solutions taking the burden away from them.
What is your proudest professional achievement to date?
Being made Managing Director of Zedra Isle of Man in December 2019.
What do you consider to be the most important attributes for a leader?
Being able to effectively communicate and inspire people. Having a positive attitude and being someone whom people trust to be honest with them. A good sense of humour is also key.
Who do you most admire and why?
Anyone who has achieved greatness in the face of adversity.
Where was the last place you travelled to for work or pleasure?
I travelled to London to attend the Citywealth IFC awards where I was delighted to collect the Trust Company of the Year Isle of Man award on behalf of the team.
If you weren’t in the wealth management industry, what else might you be doing?
I would own an animal shelter.
How do you relax after a long day?
I walk my two German shepherd dogs.
Best piece of advice for Generation Z?
The same advice I would give to any other generation… work hard and dedication pays off. Don’t give up on what you believe you can achieve.