Business Team Manager

• Jul 2021 - Present

Private Banking (Team) Manager

• Feb 2017 - Apr 2021

Led and mentored support teams on day-to-day business operations, including operational efficiency, service level agreements (SLAs), training and progression and fair customer and business outcomes. Key contributions included: • Drove continuous improvements in processes and systems, utilising analytical dashboards and reports to aid senior stakeholders in understanding areas for improvements and preventing a £3m operational loss. • Boosted team productivity and efficiency by leveraging leadership, coaching and mentoring abilities to enhance business results and continued team progression – 75% of mentored employees gained promotions, and 50% of the entire team attained additional professional qualifications. • Managed three additional teams over 8-months, building positive relationships to achieve mutually beneficial outcomes as support for broader business transformation and restructure. • Collaborated with project teams on the end-to-end design, development and delivery of cross-functional business propositions. • Ensured ongoing profitability and client satisfaction by constantly reviewing performance and feedback against key performance indicators (KPIs) and SLAs. • Consistently assigned workflows on time with no operational losses or breaches over entire tenure. Show less

Business Manager Lloyds Private Banking , London

• Nov 2014 - Jan 2017

Managed daily administrative operations and supported Head of Wealth and three Senior Managers to enhance executive productivity and improve business operations. Key contributions included: • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve team effectiveness. • Streamlined operational efficiencies by establishing and implementing a series of cost-effective strategic solutions leading to a 10% increase in adviser activity and a 60% increase in new business. • Developed standard operating procedures, business plans and KPIs as the subject matter expert (SME) within the department. • Managed four SMEs Wealth Managers as part of a Project Management team to optimise understanding of business and challenges and define and test a proof of concept solution. Show less

IFA Assistant

• Dec 2011 - Oct 2014

Supported IFA’s in the assessment and research to ascertain client objectives and consistently meet business and client demands. • Led the collation of information and documentation of Ultra High Net Worth clients following KYC, ID&V and internal processes. • Employed outstanding interpersonal and communication skills to foster long-term relationships with internal and external stakeholders. • Maintained in-depth understanding of legislation and regulations, making clients aware of any changes that might affect financial plans for full transparency. • Conducted thorough reviews of client’s financial circumstances and objectives to accurately produce Financial planning reports, including recommendations and suitability analysis in line with internal processes. • Consistently exceeding quarterly targets and 100% risk score over tenure. • Set up prospective and existing client meetings in settings that best suit their needs to offer above-and-beyond service. Show less