Daniel Copsey Email & Phone Number

Futures TraderInvestment & Portfolio Management

East London

East London & Essex

London, United Kingdom

Currently working as a Business Growth and Development Manager supporting businesses to achieve the expansion and guidance that they deserve. I provide an excellent level of service to all the Businesses that I deal with by providing dedicated support to them to ensure they achieve their dreams and ambitions.My current Key Achievements and ResponsibilitiesCurrently sitting at 278% of my New Business Acquisition target for 2018. I have set a new standard across the bank on New business Acquisition in 2018 and reached heights where no one had managed to before. I have been recognised at our last achievers event for my contribution to diversity within the workforce.I have supported and coached staff up and down the country on best practices on how to acquire new business.Work closely and have built strong long lasting relationships with key introducers including Accountants, IFA’s, Solicitors and Brokers to support me in increasing new business.I host and attend key networking events within the market to build great contacts and give my clients a platform to connect with others who could support their businesses.

London West End

Regulated Professional Mortgage Adviser role within Specialist Banking. Dealing with very high net worth clients all over London providing an exceptional level of service and advice. I worked in collaboration with Commercial Banking, Business Banking, Private Banking and Retail Banking. Key Achievements and ResponsibilitiesGained Competent Adviser Status within three monthsRanked the best for Customer Service in LondonExceptional collaboration with key stakeholders within the bankFinished 112% of my Mortgage Completion Target for 2016Remained 100% fully compliant for all file checks in 2016Helped devise dialogue support that has now been implemented with staff throughout the countryResponsible for managing the service outcomes for 8 regulated Mortgage Advisers across our London West End TeamProvide coaching and support for my Commercial, Private and Retail stakeholdersHold key networking events together with my stakeholders to allow me to educate clients about our current mortgage guidelinesI prided myself on providing an exceptional level of service to all my clients and allowing the mortgage process to run smoothly and efficiently. I feel that this allowed me to make my clients dreams come true and I feel honoured to have been part of this by helping them every step of the way.

London, United Kingdom

Senior Portfolio Manager role providing a world class Relationship Management service to all my clients. I have prided myself on providing an exceptionally high level of service to all my clients supporting them in their day to day banking needs and highlighting areas where I can help them and support them further. I have maintained a high level of collaboration alongside my Specialist Mortgage Adviser, Commercial Banking Manager and my Senior Personal Bankers.Key responsibilities and achievementsLooked after a portfolio of clients worth £12 millionProvided unsecured lending up to £35,000Finished 134% of my mortgage target for 2014Scored 100% asset scores for both 2014 and 2015Grew my portfolio income by 116% in 2014Held events alongside all my key stakeholders to help grow my portfolio of clients and help introduce them to other areas of the business where I feel they could benefit from.

London, United Kingdom

Senior Personal Banker Role helping customers with all their financial needs, identifying ways in which I can improve their banking service and helping my clients fulfil their financial dreams. I provided expert support and carried out financial health checks in order to identify key areas where I could support my clients. I maintained excellent relationships with all my key stakeholders including my Private Banking Manager, Mortgage Adviser, Business Manager, Financial Planning Manager and my Personal Bankers.Key Responsibilities and achievementsFinished and rewarded for being the top Senior Personal Banker in the country for both 2011 and 2012Finished 148% of my product target in 2011 Finished 157% of my product target in 2012Provided coaching and support to all my personal bankers with robust follow ups and provided expert support to allow them to grow within their rolesDeputised for the Bank Manager when he was on annual leave taking on the leadership role of the branch to allow it to continue running smoothly in his absence

London, United Kingdom

A number of different roles within Royal Bank Of Scotland including being a Personal Lending Adviser, Telephony Adviser and a Personal Banker.

Business Development, Accredited Diploma In Business Development

Accredited Diploma in Business Development done within NatWest between 2017 - 2018

Banking And Financial Support Services, Cemap - Certificate In Mortgage Advice And Practice

CeMap - Certificate in Mortgage Advice and Practice