Bio
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Topline AI
Robert Pereira Luiz is a seasoned banking professional with expertise in commercial banking, relationship management, credit, and finance. He has held various leadership positions, including Head of Sales and Senior Relationship Manager, and has a strong educational background in financial planning and banking.
Experience
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United Kingdom
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Insurance
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1 - 100 Employee
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Head of Sales
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Jan 2024 - Present
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Head Of Business Development
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Apr 2022 - Dec 2023
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Milestone Insurance Consultants
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Leeds, England, United Kingdom
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Sales Development & Project Manager
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Feb 2020 - Mar 2022
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Leeds, England, United Kingdom
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New Business Sales Manager
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Jan 2018 - Jan 2020
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NatWest
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Leeds, United Kingdom
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Senior Relationship Manager
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Sep 2010 - Dec 2017
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Leeds, United Kingdom
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Education
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The Chartered Insurance Institute
Fellowship - Advanced Diploma in Finacial Planning -
Institute of Financial Services (IFS)
Professional Certificate in Banking (PCertB) -
Chartered Banker
Certificate in Business & Financial Management -
Chartered Institute for Securities & Investment (CISI)
Certificate in Securities & Investments
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
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