Adam Barrett, BSc, DipRFS, CeFA, CeMAP

Operational Resilience Manager at Jordan International Bank Plc
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Contact Information
us****@****om
(386) 825-5501
Location
Brookmans Park, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Banking
    • 1 - 100 Employee
    • Operational Resilience Manager
      • Sep 2022 - Present

      London Area, United Kingdom Operational Resilience:- framework management, IBS identification, ITL setting, test planing and implementation, remediation/ process improvement. BCP:- Planning and testing. Third Party Vendor Management Cyber Incident Planning and Response Business Transformation projects

    • Business Transformation Manager
      • Dec 2020 - Sep 2022

      London, England, United Kingdom *New product delivery/management (Mortgages, Deposit aggregator) *Partnership Management *Project Management *Business Planning *Deputising for the Head of Private Bank *Team Management *Business Development

    • Business Development Manager
      • Jun 2018 - Dec 2020

      Pall Mall Business strategy/ Expand income channels/ Product Development/launch:- debit cards, internet banking, open baking, website development and branding. Third Party Vendor Management and commercial contracts. Expanded the in-house product mix with new product planning to bolster growth points.. Deputising for the Head of Private Banking

    • United Arab Emirates
    • Real Estate
    • 100 - 200 Employee
    • Management Consultant
      • Sep 2013 - May 2018

      London, United Kingdom • Trusted advisor to the board and owners on UK / European business partnerships and private affairs. • Business Development and Account Management/ CRM of UK/ European suppliers for the launch of IMG Worlds of Adventure the largest indoor theme park globally. • Account and Customer Relationship Management (CRM) of UK/ and European Vendors and International partners such as Sunseeker, Cartoon Network and Marvel. • Negotiation of commercial terms and franchise agreements, improving… Show more • Trusted advisor to the board and owners on UK / European business partnerships and private affairs. • Business Development and Account Management/ CRM of UK/ European suppliers for the launch of IMG Worlds of Adventure the largest indoor theme park globally. • Account and Customer Relationship Management (CRM) of UK/ and European Vendors and International partners such as Sunseeker, Cartoon Network and Marvel. • Negotiation of commercial terms and franchise agreements, improving margins and reducing operational risk. • Brand representation at International trade shows and events. • Management of International asset purchases. Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Head of Middle East Centre of Expertise Mayfair
      • Jan 2012 - Aug 2013

      Mayfair Established, developed and implemented the Middle East Centre of Expertise in HSBC’s flagship premier branch, measurably increased business from niche customer segment. Led and directed a team of banking specialists drove improved standards of customer service which led to 100% customer satisfaction result 2012. Account / Relationship Management of a portfolio of 500 relationships, increased income by 32.1% 2012. Financial targets exceeded using excellent listening, questioning and… Show more Established, developed and implemented the Middle East Centre of Expertise in HSBC’s flagship premier branch, measurably increased business from niche customer segment. Led and directed a team of banking specialists drove improved standards of customer service which led to 100% customer satisfaction result 2012. Account / Relationship Management of a portfolio of 500 relationships, increased income by 32.1% 2012. Financial targets exceeded using excellent listening, questioning and communication skills, ascertaining customer needs and making appropriate referrals to wealth specialists both on and off shore. -Wealth 105% of plan 2012 -Asset under management growth 26.67% 2012 Structured, reviewed and agreed mortgages, security backed loans and unsecured lending 149% of plan 2012. Reviewed corporate accounts and tax statements, confirmed income, ongoing affordability of lending and reduced the credit risk for the bank. Prepared credit recommendations and reports to bank policy/standards with appropriate recommendations given to underwriters for approval. Worked closely with commercial and private bank colleagues to structure appropriate solutions for all clients needs- Lending, Trusts, Wealth Management. Developed excellent and long lasting relationships with key stakeholders to drive increased service efficiency for all parties. Networked, influenced and promoted Centre of Expertise with solicitors, tax advisors, property search agents, embassies and chambers of commerce to significantly increase inward business referrals. Conducted increased due diligence on high-risk clients to protect the bank from reputation and money laundering risk. Negotiated free of charge advertising in Middle East magazine “Dalil Al Arab” distributed in UK and on Egypt Air.

    • Senior Premier Relationship Manager Mayfair
      • Nov 2010 - Jan 2012

      Mayfair -One of only 14 people nationally invited in 2011 to Geneva as recognition for the level of business conducted. -A Top performer in the UK in 2010 and 2011 as in the Top 5% Nationally for portfolio performance -Relationship Management of HNWI in a portfolio holding more than 50M GBP AUM. Portfolio of mainly Middle Eastern customer’s approx 85%, with the remaining customers being local hedge fund managers, local professionals and wealthy residents. - Strong relationship management… Show more -One of only 14 people nationally invited in 2011 to Geneva as recognition for the level of business conducted. -A Top performer in the UK in 2010 and 2011 as in the Top 5% Nationally for portfolio performance -Relationship Management of HNWI in a portfolio holding more than 50M GBP AUM. Portfolio of mainly Middle Eastern customer’s approx 85%, with the remaining customers being local hedge fund managers, local professionals and wealthy residents. - Strong relationship management skills, providing holistic financial planning to my customers helping them to meet their short and long-term needs. - The new business achieved by networking within local community and businesses. Delivering presentations to HR Managers and attending local community and Embassies events. - Sound credit knowledge with no bad debts across Premier career. Experienced in dealing with more complex lending applications given the nature of the client base. - Provide seamless service for my customers by bringing together all parts of the bank. Developed a strong internal network across the bank allowing for excellent service and more efficient processes for my customers.

    • Premier Relationship Manager Mayfair
      • Oct 2007 - Nov 2010

      -Part of top performing Premier Team in the UK during 2008 which resulted in a recognition event held in Paris. -Managed a portfolio of HNWI to achieve personal and branch plans. -Successfully built business networks in the local area and grew portfolio base and size leading to promotion within existing branch.HSBC Bank Plc

    • Management Trainee
      • Jul 2005 - Oct 2007

      Employed after numerical and verbal reasoning tests by the bank and all day assessment centre. I spent 2 years covering many roles within the retail bank to understand the whole retail banking business within the branch and region offices including:- -Area Support -Premier Officer -Business Specialist -Senior Counsellor -Counsellor

    • United States
    • Retail
    • 700 & Above Employee
    • Deputy Store Manager
      • Jun 2004 - Apr 2005

      -Recruited through the "Graduate Management Scheme". - After completion of training I had overall control for Multimedia department and was second in charge of store. -Managed a team of circa 50 staff, completed Rota's, conducted interviews, performance reviews, training and development for staff. - Launched the Nintendo DS at the companies flagship store. -Achieved double digit year on year income growth on the multimedia department. -Conducted Audits at the store to prevent… Show more -Recruited through the "Graduate Management Scheme". - After completion of training I had overall control for Multimedia department and was second in charge of store. -Managed a team of circa 50 staff, completed Rota's, conducted interviews, performance reviews, training and development for staff. - Launched the Nintendo DS at the companies flagship store. -Achieved double digit year on year income growth on the multimedia department. -Conducted Audits at the store to prevent stock loss. -Managed deliveries and distribution of stock. -Directed merchandising displays. - Managed cash deliveries. Show less

    • United Kingdom
    • Retail
    • 500 - 600 Employee
    • Sales Advisor
      • Sep 1999 - May 2004

      Sales advisor in Enfield branch

Education

  • Institute of Financial Services
    Diploma, Retail Financial Services
    2005 - 2009
  • MBL Seminars
    CPD Certificate, Developing More Work from Referrers & Intermediaries
    2018 - 2018
  • Institute of Financial Services
    CeFA, 1,2,3,4
    2005 - 2007
  • London Metropolitan University
    BSc Hons, Sports Science/ Management
    2001 - 2004
  • The London Institute of Banking & Finance
    CeMAP
  • Cyber Management Alliance in association with the National Cyber Security Centre (NCSC)
    Cyber Incident Planning and Response
  • Cyber Management Alliance in association with the National Cyber Security Centre (NCSC)
    Building & Optimising Incident Response Playbooks

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