Senior Client Strategy and Business Management Specialist with international experience across Europe and Asia at leading investment banks. Extensive expertise in Equities, Fixed Income, FX, and Prime Brokerage businesses, with a proven track record in client development and strategic planning.Skilled at identifying gaps and opportunities, shaping business strategy through detailed data analysis to support client planning, internal review processes, and client coverage structures.Drives efficiency and profitability in client-facing businesses by expanding wallet share with target customers. Enhances operational performance and mitigates risk through process optimisation. Improves service quality and strengthens customer engagement by implementing and leveraging performance metrics.
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Global Markets Surveillance & Reporting Officer (Ftc)Natixis Corporate & Investment Banking Jan 2024 - Jun 2024London Area, United Kingdom -
Senior Client Management Specialist, Cib EmeaNatixis Jan 2020 - Dec 2023London, United Kingdom -
Client Relationship Manager, Global EquitiesHsbc 2012 - 2019London, United Kingdom -
Client Relationship Manager, Asian EquitiesHsbc 2011 - 2012Hong Kong -
Asian Equities Business ManagerHsbc 2008 - 2010Hong Kong -
Dcm Management Reporting, Fixed Income Product ControlDeutsche Bank 1998 - 2004London, United Kingdom -
Middle Office Accounting, Fx, Mm & Derivative SettlementsCrédit Agricole Cib 1995 - 1998London, United Kingdom
Charlie Patel Skills
Charlie Patel Education Details
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Ba (Hons)
Frequently Asked Questions about Charlie Patel
What is Charlie Patel's role at the current company?
Charlie Patel's current role is Client Strategy & Business Management.
What schools did Charlie Patel attend?
Charlie Patel attended London Metropolitan University.
What skills is Charlie Patel known for?
Charlie Patel has skills like Banking, Crm, Equities, Financial Analysis, Business Analysis, Project Management, Mis, Customer Service, Risk Management, Credit, Microsoft Excel, Microsoft Office.
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Charlie Patel
Wealth Management Consultant At Rca Wealth Management, A Senior Partner Practice Of St. James'S Place Wealth ManagementCity Of London -
Charlie Patel
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