Relationship Executive
Winthrop Woodrow
Total years of experience :26 years, 11 Months
⦁ Providing promotion & distribution/Regional Sales Management to IFAs/Wealth Managers and DFMS for the company’s own fully regulated UCITS funds. Also supporting and maintaining relationships with advisory firms & Individuals who sell the funds to their clients.
⦁ UCITS only granted at end of De, and the IPO ended in April. Since then, a distribution agreement has been signed with a major national distributor that will be worth USD30million per annum, along with several more under processes which should bring in another USD50million AUM within two years in Europe and Asia.
⦁ Role includes travel, especially the MENA and Africa region.
⦁ Providing promotion & distribution for regulated listed and off-market unregulated investments across various investment sectors, with a focus on listed fixed income products, pre-IPO loan notes and UK property loan notes for HNWI investors.
⦁ Coached and mentored the Business Development team, whose focus has been finding suitable introducers globally, using LinkedIn primarily.
⦁ Role also included supporting introducers, maintaining, and strengthening relationships with them, with regular travel required to maintain a ‘boots on the ground’ approach with agents around the world.
⦁ A full spectrum multinational custom agile software developer & digital consultancy agency with offices in Europe, MENA and ASEAN.
⦁ Created a company wide Sales Strategy - rolled out across offices in Europe, Asia and the Middle East.
⦁ Built a pipeline of over $1million within the first year. Won a multi-million dirham innovation project with Audi-Volkswagen Middle East.
Leasing of managed and non-managed properties in the portfolio - and for business development, bringing new properties and projects for the leasing, sales and property management teams until restructuring made the role redundant. Also supervised a medium sized, high end shopping mall in Dubai.
Life insurance, Critical Illness Cover, Medical Insurance, Early retirement planning, Saving for university fees, Tax and trust planning, Guaranteed investments, Portfolio planning, Group Medical, Group life and disability, Keyman insurance, Partnership and Shareholder protection, Corporate pensions, Gratuity scheme planning, Employee Benefits, Expat Mortgages, Foreign Currency Mortgages, Independent Financial Advice, Real Estate Investment Deals, International Property Investment, good networking opportunities in the UAE.
•Brokered a wide variety of offshore financial solutions for individual and corporate needs including life assurance, health insurance, mortgages, taxation advice and investments for the most regulated and respected Financial Services company in the GCC.
•Provide high standards of customer service to a diverse customer base.
•Consult with customers and recommend products and techniques based on individual needs and specifications.
•Arranged, hosted and spoke in expat finance focused seminars on a variety of financial topics from tax, to wills and pensions to alternative investments.
•Brokered a wide variety of offshore financial solutions for individual and corporate needs including life assurance, and investments for the only UAE Certified Chartered Insurers.
•Continued to provide high standards of customer service to a diverse customer base.
•Consult with customers and recommend products and techniques based on individual needs and specifications.
Independant Financial Advisor.
•Brokered a wide variety of offshore financial solutions for individual and corporate needs including life assurance, health insurance, mortgages, and investments.
•Provide high standards of customer service to a diverse customer base.
•Consult with customers and recommend products and techniques based on individual needs and specifications.
•Sourced and met prospective clients and provide consultation on Zurich's offshore financial products and services. Zurich is one of the largest insurance firms in the world.
•Trained and passed Zurich’s internal Authorised Consultant course.
•Provide high standards of customer service to a diverse customer base.
Real Estate Broker - sales
Property Manager - building/facilities management for malls and prime office towers in Dubai
• Responsible for the Adminstration of over 450 staff and management files for one of the busiest stores of one of Britain's largest supermarket chains.
•Responsible for the induction and training of new employees
•Responsible for the selection and recruitment of new staff in various store and office departments
•Managed the leave and working schedules of staff in all departments on a weekly basis.
•Fully trained in nearly every store based role in addition to my duties in the Personnel office.
•Achieved perfect attendance for over one year until cut short by an accident.
Also studied Music, Biology, Chemistry, Physics, Maths and Media Studies
Various GCSE's taken