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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

    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Head of Sales
      • Jan 2024 - Present

    • Head Of Business Development
      • Apr 2022 - Dec 2023

  • Milestone Insurance Consultants
    • Leeds, England, United Kingdom
    • Sales Development & Project Manager
      • Feb 2020 - Mar 2022
      • Leeds, England, United Kingdom

    • New Business Sales Manager
      • Jan 2018 - Jan 2020

  • NatWest
    • Leeds, United Kingdom
    • Senior Relationship Manager
      • Sep 2010 - Dec 2017
      • Leeds, United Kingdom

Education

  • 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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