WHO I HELP
Private individuals. High net worth individuals. Families. Business owners.
HOW I HELP
Client experience. Financial planning. Organisational management. Financial reporting. Data gathering. Problem Solving. Investment Trading.
“ASK YOURSELF ‘WHAT SERVICE WOULD I WANT AS A CLIENT?’, THEN DELIVER IT.”
Based in our London office, Damien Coughlan is a Senior Client Service Support professional at AAB Wealth, dedicated to ensuring every client feels heard, valued and confident in their financial journey. With a career that blends analytical skill and a genuine passion for people, Damien plays a crucial role in providing seamless client experiences. His day-to-day involves a diverse mix of client-focused tasks, problem-solving, and team collaboration. Combining precision with empathy, Damien has pursued a career in wealth management because it offers technical challenges and meaningful human connections.
RELATIONSHIPS BUILT ON UNDERSTANDING
“For me, every great client relationship starts with listening. I make it a priority to understand exactly what each client wants to achieve, what they’re worried about, and how they prefer to work. When someone feels truly heard, they can relax – and that’s when progress begins.
My focus is on creating a professional yet friendly atmosphere where clients know they’re understood and valued. I’m there to make the process as smooth as possible, whether it’s navigating investment paperwork or ensuring annual reviews run perfectly. The most rewarding moments are when I can transform something that initially feels stressful or complicated into a simple, positive experience. That’s when I know I’ve made a real difference.”
TURNING CHALLENGES INTO OPPORTUNITIES
“One of the biggest lessons I’ve learned came from an opportunity to develop resilience and perspective. I stayed positive, continued to bring energy and dedication to my work, and reinforced my belief that professionalism and teamwork always pay off in the long run.
Now, when challenges arise – whether it’s a tight deadline, a complex client request, or an unexpected issue – I stay calm, logical and focused. I’m proud of my ability to remain composed under pressure, to think clearly, and to keep communication open and constructive. I’ve found that positivity is contagious – and when I stay steady, the team and clients do too.”
EXCELLENCE IN EVERY DETAIL
“Attention to detail is at the heart of everything I do. Whether I’m producing investment advice reports, preparing meeting materials, or reviewing cash balances, I make sure every detail is right. Accuracy builds trust, and trust builds long-term relationships.
I’m someone my colleagues and advisers can rely on to deliver consistently and communicate clearly. When workloads are busy or deadlines are tight, I take pride in maintaining quality and focus.”
SUPPORTING THE TEAM, SUPPORTING SUCCESS
“A big part of my role involves supporting others. As a Senior Client Service Support team member, I act as a backup to the Team Leader and help with training and guidance whenever it’s needed. I enjoy mentoring newer team members and sharing my experience gained throughout my financial career.
Weekly meetings with advisers and paraplanners give me the chance to plan ahead, discuss client needs, and keep everything aligned. I find real satisfaction in contributing to a collaborative, high-performing team. When we work well together, clients benefit, and that’s what it’s all about.”
PROUD TO BE PART OF AAB WEALTH
“What I value most about working at AAB Wealth is the sense of trust and respect within the team. It’s a place where people support one another and where high standards go hand in hand with kindness. There’s a real sense of pride in knowing that the work we do helps clients feel confident and secure about their future. That’s what motivates me every day.”
LOOKING AHEAD
“I’m always looking for ways to grow and improve. I’m excited to strengthen my leadership skills with the goal of helping shape a supportive, client-focused team culture. I believe that sharing knowledge and encouraging others is one of the most valuable things we can do in a professional setting.
I’m also very interested in the development of AI technology and how it can be used within our industry. From improving data analysis to enhancing client communication, I see great potential for technology to make our work even more efficient – and our service even more personalised.”
