United Kingdom
Premier Client Manager (HNW) HSBC UK plc
Financial Services
Education
St Marys University 2001 — 2004
BA Hons, Communication and Media Studies, 2.1
Richmond College 1998 — 2001
3 A Levels
Teddington School 1993 — 1998
10 GCSEs
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Level 4 Diploma
Experience
HSBC UK plc January 2014 - Present
Santander UK plc April 2009 - December 2013
Santander UK plc December 2011 - April 2012
Lloyds Banking Group August 2006 - April 2009
Skills
Investments, BA Hons, Wealth Management, Banking, Cross Selling, Diploma In Regulated..., Branch Banking, Income Protection, Mortgage Lending, Training Delivery, Holistic Financial..., CRM, Savings, Protection, Business Planning, Retirement, Certificate in..., Strategic Financial..., Financial Advisory, Inheritance Tax Planning, Private Banking, Structured Products, Building Relationships, Business Development, Wealth, Pensions, High Net Worth..., Investment Advisory, Communication, Relationship Management, Sales Presentations, Financial Services, Critical Illness, Wealth Management..., Life Insurance, Bonds, SIPP, Retirement Planning, Motivation, Retail Banking, Personal Financial..., Risk Management, Team Leadership, Financial Risk, Bancassurance, Team Management, Finance