PREMIER WEALTH RELATIONSHIP MANAGER
HSBC MIDDLE EAST
Total des années d'expérience :7 years, 4 Mois
PREMIER WEALTH RELATIONSHIP MANAGER: HSBC MIDDLE EAST,
DUBAI
October 2013 - present
- Increase penetration of portfolio of HNW clients by effective relationship management and holistic approach to financial planning.
- Effectively grew portfolio penetration of investment/insurance/FX deals and retail
banking product suite.
- Adept at working to strict deadlines and within an increasingly strict regulatory
framework
- Mutual funds, structured products and discretionary wealth management solutions key
drivers of growth.
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BUSINESS DEVELOPMENT MANAGER: PRIORITY ACQUISITIONS,
STANDARD CHARTERED; DUBAI
December 2012 - October 2013
- Acquisition and service of Priority Banking clients as well as cross selling multiple
products, to include home loans, auto loans, CC/PL and wealth management.
- Advise on sales training requirements for team members as well as reporting and monitoring of all sales activities to department head.
- Experience in handling enhanced due diligence on Priority Banking customers with more sophisticated requirements.
- Increased cross-bank penetration for SME banking / trade finance and wholesale
banking relationships.
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PRIVATE CLIENT ADVISER: HEALTHCARE DIVISION, AES MIDDLE EAST
INSURANCE BROKER LLC; DUBAI
January 2010 - December 2012
- Headhunted by AES to assist with the establishment of their Middle East Headquarters.
- Established and ran the healthcare division, with responsibility for recruitment,
marketing materials, social media strategy, web development.
- Provided wealth management/insurance advisory services to HNW medical
practitioners and practices on a corporate basis.
- Strong client acquisition skills and excellent customer service enabled maximum
opportunity for cross selling of wills/estate planning, regular savings, bond wrappers,
structured notes and international property purchases.
- Pro-active networking has ensured constant introductions for new potential clients and an extremely large contact database.
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SENIOR CONSULTANT, DEVERE & PARTNERS; (HONG KONG/DUBAI)
January 2007 - December 2009
- Acquisition and servicing of HNWI clients and consistently strong sales performance for the company.
- Excellent face to face sales skills and drive to succeed ensured superior client on boarding rates and 100% client retention.
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CFA Level I Candidate 2014
Chartered Institute for Securities & Investments (January 2010 - August 2010) International Certificate in Wealth Management
Oxford Brookes University (September 2005 - August 2007) PG Dip Spatial Planning
University of Plymouth (September 2001 - June 2004) BA (Hons) Geography w/Sociology (2:1)
CFA Institute (2014 - present)
