Bristol, United Kingdom
Regulated Premier Relationship Manager at HSBC
Financial Services
Education
The Chartered Insurance Institute 2013 — 2013
CII Level 4 Diploma, Regulated Financial Planning
IFS School of Finance 2011 — 2011
Level 3 Certificate, Financial Advice
IFS School of Finance 2009 — 2009
CeMAP, Mortgage Advice / Protection
King Alfreds School
Experience
HSBC January 2011 - Present
HSBC January 2009 - January 2011
Countrywide Mortgage Services November 2007 - January 2009
Barclays Bank January 2006 - November 2007
Skills
Retirement, Inheritance Tax Planning, Private Banking, Finance, High Net Worth..., KYC, Financial Planning, Income Protection, Risk Management, Strategic Financial..., Life Insurance, CeFA, Banking, Retail Banking, Relationship Management, Financial Advisory, Residential Mortgages, Financial Structuring, Financial Risk, Critical Illness, Wealth, Loans, Financial Regulation, Pensions, Savings, Credit Analysis, Credit, Term Life Insurance, CeMAP, Holistic Financial..., Financial Markets, Investment Advisory, Investment Strategies, Personal Pensions, Training, Investments, Team Leadership, CeMap Qualified, Portfolio Management, Insurance, Mortgage Lending, Credit Risk, Cross Selling, Equities, Protection, Multi-site Team..., Retirement Planning, Stakeholder Management, Wealth Management..., Wealth Management