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Banty Bhojraj Bsc(hons), Cert Cii (Mp), Dippfs

Independent Financial Advisor at Westminster Wealth Management
Intro Book
Experienced financial professional with a strong background in retail banking and financial services.
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Location
London, England, United Kingdom, GB
Languages
  • Spanish -
  • Hindi -
  • Punjabi -
  • English -
Skills
  • Retail Banking
  • Financial Services
  • Customer Service
  • Financial Risk
  • Teamwork
  • Show all
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Bio

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Banty Bhojraj is a seasoned financial professional with a strong background in retail banking, financial services, and customer service. He holds a BSc(Hons) in Business Economics from Kingston University and diplomas in Financial Planning and Mortgage Advice from the Chartered Insurance Institute. With over 7 years of experience in the industry, Banty has worked with prominent companies such as HSBC and Schroders Personal Wealth.

Credentials

  • Certificate in Mortgage Advice
    Chartered Insurance Institute
  • DIploma in Financial planning
    Chartered Insurance Institute

Experience

  • Westminster Wealth Management
    • Independent Financial Advisor
      • May 2021 - Present

  • Schroders Personal Wealth
    • London, United Kingdom
    • Personal Wealth Advisor
      • Sep 2018 - Apr 2021
      • London, United Kingdom

  • HSBC
    • Wealth Manager / Premier Relationship Manager
      • Oct 2016 - Sep 2018

    • Mortgage and Protection Adviser
      • Jul 2015 - Sep 2016

    • Mortgage Specialist
      • Nov 2014 - Jun 2015

    • Senior Personal Banker
      • Jun 2013 - Oct 2014

    • Personal Banker
      • Mar 2011 - May 2013

  • Deutsche Bank
    • Santa Cruz De Tenerife, Spain
    • Personal Banker
      • Jun 2007 - Sep 2007
      • Santa Cruz De Tenerife, Spain

Education

  • 2015 - 2016
    Chartered Insurance Institute
    Diploma in Financial Planning
  • 2014 - 2015
    Chartered Insurance Institute
    Certificate in Mortgage Advice, Finance, General
  • 2008 - 2010
    Kingston University
    BSc Hons Business Economics, Economics
  • 2007 - 2008
    MBA Business School
    Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Suggested Services

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Industry Focus. “Financial Services”

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