Harry Charteris

Relationship Manager - Private Banking at Santander International
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Investment, Risk and Taxation
    The Chartered Institute for Securities & Investment (The CISI)
    Oct, 2021
    - Nov, 2024
  • UK Regulation and Professional Integrity
    The Chartered Institute for Securities & Investment (The CISI)
    Mar, 2021
    - Nov, 2024

Experience

  • Santander International
    • Jersey
    • Banking
    • 1 - 100 Employee
    • Relationship Manager - Private Banking
      • Jan 2022 - Present

    • Treasury Dealer
      • Aug 2021 - Present

    • Select Advisor
      • Nov 2019 - Jul 2021

      Communicate effectively with clients professionally whilst maintaining a good relationship with themCollecting KYC documents and carrying out reviews and onboardingUnderstanding regulations and requirements in regards to Tax such as CRS and FATCA Helping and allowing clients to carry out Foreign Exchange Trades

  • Santander International
    • Jersey
    • Banking
    • 1 - 100 Employee
    • Student Internship
      • Sep 2017 - Aug 2018

Education

  • University of Greenwich
    Bachelor's degree, Business Management
    2015 - 2019
  • Richard Huish College
    A levels
    2012 - 2015
  • Blundell's School
    GCSE's
    2007 - 2012

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