Gordon Eadie

Senior Relationship Manager at PWM Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
City of Johannesburg, Gauteng, South Africa, ZA

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Dr. John Barnes

Gordon was my "relationship manager" when he worked for HSBC in Jo'burg. He offered me excellent financial advice. He was aBle to analyse, understand and respond to my particular circumstances and needs very quickly and come up with creative solutions. He was always available to help and give me advice when I needed it. I would HIGHLY recommend him as a financial advisor.

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Experience

    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Senior Relationship Manager
      • May 2021 - Present

    • United States
    • Construction
    • Director
      • Jun 2011 - Present

      Established consulting business with the remit of serving within the Southern African market to include Zimbabwe, Zambia, Mozambique, and Kenya. Providing personalised service to high-net worth individuals, trusts, and off-shore businesses. Devise and implement strategic plans to advance new business development. Refer clients to third-parties of financial services, such as trust companies, off-shore business set-up, banking services, and financial planning. Established consulting business with the remit of serving within the Southern African market to include Zimbabwe, Zambia, Mozambique, and Kenya. Providing personalised service to high-net worth individuals, trusts, and off-shore businesses. Devise and implement strategic plans to advance new business development. Refer clients to third-parties of financial services, such as trust companies, off-shore business set-up, banking services, and financial planning.

  • Scotia Consulting Pty Ltd
    • Johannesburg, Gauteng, South Africa
    • Client Services Manager
      • Jun 2011 - Present

    • Private Client Consultant
      • 2011 - Present

    • Germany
    • Real Estate
    • 700 & Above Employee
    • Property Specialist
      • Feb 2017 - Jun 2020

      Engel & Volkers , Bryanston & River Club property specialist, focusing on the discreet and efficient sale of freehold properties in the area. Engel & Volkers , Bryanston & River Club property specialist, focusing on the discreet and efficient sale of freehold properties in the area.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • International Wealth Manager
      • Jan 2011 - Jun 2011

      Responsible for providing banking and wealth management services and financial advice. Exhibited expertise in reference to banking services (current and savings accounts, debit and credit cards, residential mortgages, and tailored lending services), expat services (foreign exchange, international transfers, and online/mobile services), financial planning services (financial planning tools and international tax), and investment options (investment portfolios and share dealing).

    • Senior Relationship Manager
      • Mar 2006 - Dec 2010

      Responsible for providing banking and wealth management referral services . Exhibited expertise in reference to banking services (current and savings accounts, debit and credit cards, residential mortgages, and tailored lending services), expat services (foreign exchange, international transfers, and online/mobile services).

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Divisional Operations Manager
      • 1979 - 2004

Education

  • Chartered Institute of Bankers in Scotland
    Financial Services, Management & Business Administration, Management Accounting & Business Finance, Taxation
    1980 - 1987
  • Johnstone High School
    1974 - 1979

Community

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