Christopher Taylor Email and Phone Number

• Successfully established a trading office in Leeds for Sanlam; recruited, coached and led a new team of eight brokers to build a strong revenue stream from £30m of assets under management, through accurate identification, selling of services, engagement and retention of High Net-Worth Individuals (HNWI)• Personally developed a strong portfolio of loyal clients through identification of potential HNWI’s, effective engagement and communication to bring them on-board and maintaining ongoing relationships, followed up with smart investment decisions based on strong market insight and analysis, to deliver exceptional financial returns and ensure client retention on behalf of the business, generating revenues and profitability to continually exceed personal targets.• Successful identified appropriate HNWI’s to approach, engage and build a book of interest in support of many Initial Public Offering initiatives, consistently generating the requisite funding to ensure IPO launch.• Maintained my position amongst the top 5% performers on the trading desk, every year throughout a 20 year career, with consistent delivery of revenues above target through excellent client engagement and optimising trading propositions with new and existing clients.• Brought great focus on client relationship management across all areas of investment and fund management, to ensure high levels of client satisfaction which translated to low compliance counts and high levels of retention.

• Accountable for business development for the Group, within the emerging Scandinavian market.• Engaged with potential clients to sell services, develop the client base, and build a lucrative revenue stream.

• Responsible for the effective management of HNWI client relationships.• First point of contact for clients to raise queries; undertook investigations and provided a timely response.• Undertook cross-selling of products to generate increased revenues and optimise value from the client base.

• Cold-calling of potential HNWI’s to create a new client portfolio from scratch.• Sold Life, Pension, Bonds and other financial products.