Khalid Rehman BEng FCII FPFS
Walsall, United Kingdom
Advice Assurance Manager at AFH Wealth Management
Financial Services
Education
The University of Sheffield 1986 — 1989
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Experience
AFH Wealth Management March 2015 - Present
AFH Wealth Management January 2013 - March 2015
Royal Bank of Scotland Group May 2007 - December 2012
Aviva plc March 2006 - May 2007
Aviva plc March 2000 - February 2006
Aviva plc February 1997 - March 2000
Winterthur Life January 1995 - July 1996
Zurich Insurance Company Ltd. July 1993 - December 1994
Sun Life Assurance 1989 - 1993
Skills
Business Transformation, Investment Strategies, Business Planning, Governance, Finance, Bancassurance, Mutual Funds, Customer Experience, Operational Risk..., Retirement, Branch Banking, AML, Residential Mortgages, Sales, Wealth Management, Retirement Planning, Life Insurance, Training, Insurance, Stakeholder Management, Strategic Financial..., Business Development, Commercial Banking, Fixed Annuities, Investment Advisory, FSA, KYC, Cross Selling, Risk Management, Portfolio Management, Protection, Coaching, Team Management, Relationship Management, Income Protection, Private Banking, Pensions, Asset Management, General Insurance, Financial Services, Financial Advisory, Financial Risk, Asset Allocation, Savings, Management, Banking, Mortgage Lending, Wealth, Retail Banking, Investments