Experience

Suttons IFA, Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Mortgage Services

  • Oct 2018 - Present

  Management of a specialist portfolio of High Net Worth clients within Suttons Independent Financial Advisors. Providing comprehensive service including; regulated mortgage advice, protection and wealth management solutions to a diverse and engaging client base. My role will also include the provision of general banking advice, complex lending solutions and specialist business development experience within the Financial and Healthcare sectors. Business development including key introducer/broker relationships, client seminars, business networking with a long-term strategy to ensure that both new and existing clients at Suttons can be fully supported under one umbrella, an "all eggs in one basket" approach where appropriate. To provide an all-encompassing relationship service and add value to the Suttons family by continuing to add positive value on a daily basis and to be a key contact in the marketplace whereby clients and introducers can recommend the service I provide to their family, friends or client base.........



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Private Banking Manager - Corporate and Commercial Banking

  • Jun 2012 - Oct 2018

  Management of a specialist portfolio of High Net Worth clients with combined balances of approximately £100 million. Providing a comprehensive , wrap around service including general banking, complex lending solutions and specialist business development experience within the Financial and Healthcare sectors. Business development including key introducer/broker relationships, client seminars, business networking with a long term strategy to ensure that clients can be fully supported under one umbrella, an "all eggs in one basket" approach where appropriate. To be a key contact in the marketplace whereby clients and introducers can recommend the service I provide to their family, friends or client base.........

• Private Banking Manager

  • Jun 2005 - Jun 2012

  Management and development of a portfolio of 450 high net worth clients with a long term view to meeting their objectives in line with the Banks core values. The specialist portfolio being predominantly Healthcare has given me experience in complex account management including retail and secured lending and the care, culture and scrutiny in which Primary Care professionals operate. My clients include General Practitioners, Consultants, Pharmacists and Dentists, both NHS and Private. This unique arena has enabled me to establish and develop key national relationships in the wider Healthcare community.

• Senior Customer Advisor

  • Feb 2000 - Jun 2005

  My role was to manage and develop key relationships with the Banks retail clients and manage a sales team with a responsibility for delivering an outstanding client experience in line with the Banks core objectives. Develop and maintain key relationships with both internal networks and regional businesses to ensure continued branch foot flow and brand awareness.Identified profitable growth opportunities with key client relationships in specialist markets and implemented long-term sales and marketing strategies. Mentored a team on financial accounting, relationship development and credit skills.