Alison Pearce Email & Phone Number

London, England, United Kingdom

Leading and managing the business management and administrative functions of the Wealth Management business, focusing on business and risk management and operational strategy.

London, United Kingdom

Moorgate, London

Having left Coutts for an extended period of maternity leave, I am now considering employment options.

London, United Kingdom

A role primarily developing and maintaining profitable long-termrelationships with a portfolio of clients. Key elements of the role included:• Providing a consistent, credible and accessible point of contact for clients• Understanding client requirements and increasing the penetration of suitableproducts to the client, including banking, lending, investment (Coutts) and third party packaged products• Preparation and research prior to client meetings and preparation of suitabilityreports once a recommendation for an appropriate solution had been made• Expanding the size and quality of client base through the initiation of newrelationships and the deepening of existing relationships with both clients andintroducers of business• Contributing to profit, sales and product targets of the Bank by selling appropriateproducts and services to the client portfolio• Managing risk by adhering to internal controls and procedures, and via evaluationand judgement of risk, such as the preparation of suitable recommendations forboth investment and lending proposals, and the annual review of lending andmortgage facilities, and of investment portfolios and third party packaged products• Acting in accordance with regulatory requirements and standards under theFinancial Services Authority• Playing part of a successful team of Private Bankers and assistants• Maternity leave February 2011-2012• Voluntary redundancy granted April 2012

London, United Kingdom

• Supporting Private Bankers in the sale of the Bank’s discretionary, advisory and execution-only investment management services to clients, including assisting with the preparation of suitability letters and investment proposals for existing and prospective clients, as well as the day-to-day administration associated with these products• Supporting Financial Planning Specialists in the sale of third-party financial planning products, including the preparation of suitability letters and investment proposals for existing and prospective clients, the liaison with Insurance. Companies when establishing third-party investment or life assurance products and general queries relating to the ongoing administration of third-party financialplanning investments and life assurance products.

London, United Kingdom

• a service-orientated, client-facing role supporting aligned Private Bankers inproviding a wealth management service to their portfolios of high net worthindividuals• specialist knowledge included financial planning advice and the administrationassociated with the sale of packaged products, life assurance and pensions; theestablishment and ongoing administration of investment portfolios; all administrationassociated with the sale and ongoing management of the Bank’s lending products• a high degree of initiative was required in this role in order to identify new orimproved sales opportunities and providing a seamless and efficient service toclients in the absence of the Private Bankers.

London, United Kingdom

• a client facing role supporting a Financial Planning Specialist who delivered independent financial planning advice to the private clients of the Bank’s City Office.

London, United Kingdom

• a role which provided support to Financial Planning Specialists and Financial Planning Officers and included liaising with Insurance Companies and clients regarding the administration associated with packaged products, life assurance and pensions once a sale had been completed.