Experience

Bedell Cristin
• Jersey
• Law Practice
• 100 - 200 Employee
• Project Manager

  • Jan 2022 - Present


W E S T Photography

• Photographer

  • Jun 2014 - Present

  https://www.west.je https://www.west.je


Kleinwort Hambros
• United Kingdom
• Financial Services
• 100 - 200 Employee
• Private Banker

  • Apr 2018 - Feb 2021


UBS Wealth Management

• Banking
• 1 - 100 Employee

• Associate Director

  • Sep 2011 - Feb 2018

  • Account Manager for a portfolio of financial intermediary clients, mainly those of External Asset Managers. Approx. £***m AUM.• Providing a full Custody & Banking platform.• Agreement and sign off of tariffs.• Contact mainly with the intermediary's, but also directly with the underlying in certain cases.• Execution of high volumes of trades across all asset types via the UBS internal systems. Equities, bonds, funds, hedge funds, precious metals, options, IPO's and structured notes.• Completion of Hedge Fund documentation where required.• Execution of FX trades including FX Forwards and Swaps.• Booking of fixed deposits, loans and DCI/DCD's.• Granting and sign off of credit facilities on accounts.• Dealing with collateral shortfall events on credit accounts, and daily monitoring of overdrawn balance on all accounts.• Calculation and sign off of retrocession payments.• Responsible for collation and sign off of new account documentation for a wide range of accounts, individual, Trust, Company and Charitable Trusts.• Following enhanced due diligence and KYC procedures for high risk accounts.• Performing annual reviews of all accounts, including in-depth reviews of high risk accounts.• Providing ongoing coaching and mentoring to the desks assistants.• Organising corporate entertainment events for the desks clients, and maintaining regular contact with the larger clients.• Involved in the testing and remediation of external systems before roll out to external clients.• Investigating and resolving any reconciliation issues. Show less

• Client Advisor FIM

  • Sep 2011 - Feb 2018


Barclays Wealth and Investment Management
• Head of execution desk

  • Jun 2006 - Apr 2011

Hill Samuel
• United States
• Financial Services
• 1 - 100 Employee
• Senior Trader

  • Jan 1999 - Jun 2006