Bio
Experience
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United Kingdom
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Financial Services
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1 - 100 Employee
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Head of Relationship Management
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May 2020 - Nov 2023
As Head of Relationship Management at an industry-renowned High-Net-Worth finance brokerage, I transformed the department from a team of two customer services representatives into a highly capable and motivated lead-generating outfit. I grew the team from 2 to 6, and oversaw the generation of £1m+ in fees across over 120 transactions through my team’s cold calling-efforts between January 2020 – November 2023
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Senior International Mortgage Broker
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Apr 2016 - May 2020
As a senior international mortgage broker, I closed and transacted a pipeline of over €20 million in international mortgages secured against property the UK, France, Monaco, Switzerland, Spain, Norway and USA – specialising in complex cases for non-resident HNW and UHNW clients
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International Private Finance
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Clapham Junction, London
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International Mortgage Broker
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Nov 2014 - Mar 2016
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Clapham Junction, London
As a French Mortgage Broker, I was tasked with contacting prospects seeking to finance their French property purchase; assess their financial eligibility for a mortgage, sell mortgage products to prospects from one of the major French lenders such as BNP Paribas and Crédit Foncier, ensuring all required data was correctly collated and logged on the company’s CRM. Ten mortgages personally sold from September 2015 to March 2016.
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Education
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2010 - 2014University of Bristol
Bachelor of Arts - BA, Russian Language and Literature -
Winchester College
Suggested Services
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Industry Focus. “Financial Services”
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