Jordan Sweet

Led the creation of a new department focused on developing strategic partnerships and entering new market
sectors.
Managed the full cycle of prospecting and outreach, from initial contact to the signing of partnership agreements.
Organized meetings with key decision-makers to showcase the companys product offerings and establish
partnerships.
Presented the product suite to sales teams of over 100 members, gathering feedback and responding to
questions.
Partnered with HR and Rewards Managers to incorporate the product as a key employee benefit, boosting
retention and engagement.

Assisted a startup investment platform with its relocation and expansion into the MENA region.
Conducted direct-to-consumer (B2C) presentations for investment products and the proprietary platform.
Demonstrated the platform software to institutions, banks, and family offices to encourage adoption and
integration (B2B).
Formed partnerships with local businesses to promote the investment platform via their distribution networks
(B2B2C).
Worked with the Product team to convey client feedback and support platform improvements.
Aided the marketing team in creating campaigns to generate organic inbound leads.

Oversaw banking portfolios for more than 300 Premier Banking clients.
Developed and nurtured client relationships via calls, in-person meetings, and video conferences.
Performed in-depth financial reviews to identify client financial goals and recommended customized solutions for
achievement.
Acted as the main contact for all client inquiries, expertly handling requests and complaints through established
processes before escalating.
Cultivated strong collaborations with internal bank departments to ensure prompt fulfillment of client needs.
Managed all Customer Due Diligence (CDD) updates, leveraging strong CRM practices to maintain data
accuracy and prevent client issues, understanding the critical role of CDD in account management.

Oversaw £15 million in Assets Under Management (AUM) across investment portfolios for 250 clients.
Successfully introduced new offerings, leading to significant revenue growth: 123% in Year 2, 34% in Year 3, and
27% in Year 4.
Ensured high client retention by consistently delivering exceptional service.
Cultivated new business opportunities through client referrals, onboarding 18 new clients as a direct result of
introductions.