Daniel Rees Email & Phone Number

Cardiff, Gb

United Kingdom

Leading a team of Business Development Managers and Client Relationship Managers across our Global Trade Solutions business, specialising in Receivables Finance and International Trade finance.

Reading, England, United Kingdom

Leading of a team of 20 Business Banking Relationship Managers with multi-sector client portfolios. Specific focus on driving new business, risk management, enhancing engagement as well as supporting the team with deal structuring and execution.

Birmingham, England, United Kingdom

Working within HSBC’s Wholesale Credit Risk team, the role focused on reviewing and approving new lending proposals received from Mid-Market, Large Corporate and ISB teams within the UK.I also regularly sat on national committee’s which assess customers in difficulty and formulate remedial strategies as well as co-leading HSBC’s ‘Accelerate’ programme which aims to develop Relationship Managers within the Business Banking segment.

Cardiff

Day to day responsibility for a portfolio of 30 high value Corporate Banking clients in the £25m to £350m turnover space. Key role requirements included providing strategic advice and innovative funding solutions to aspirational businesses with a desire to grow. The portfolio covered a broad spectrum of sectors and was largely made up of established businesses . Funding solutions range from traditional secured lends to structured and flexible working capital solutions to unsecured transaction… Show more Day to day responsibility for a portfolio of 30 high value Corporate Banking clients in the £25m to £350m turnover space. Key role requirements included providing strategic advice and innovative funding solutions to aspirational businesses with a desire to grow. The portfolio covered a broad spectrum of sectors and was largely made up of established businesses . Funding solutions range from traditional secured lends to structured and flexible working capital solutions to unsecured transaction based facilities. Show less

Responsibility for a portfolio of 40 high value and complex commercial banking clients within the £5m to £30m turnover band. Key objectives in this role were to provide strategic advice and guidance to businesses, structure new credit papers, manage risk and maintain a vibrant external network.

Cardiff

The Development Bank of Wales is one of the UK's largest SME investors with funds under management of £400 million. It was established by the Welsh Government in 2001 and provides venture capital and private equity funding to businesses throughout Wales. My role was to originate, appraise and structure new investment opportunities with a view to presenting credible proposals to the board for approval. Investments are made on a debt, equity or mezzanine basis depending on the needs of the… Show more The Development Bank of Wales is one of the UK's largest SME investors with funds under management of £400 million. It was established by the Welsh Government in 2001 and provides venture capital and private equity funding to businesses throughout Wales. My role was to originate, appraise and structure new investment opportunities with a view to presenting credible proposals to the board for approval. Investments are made on a debt, equity or mezzanine basis depending on the needs of the client.During my time at DBW, I was fortunate enough to work on succession deals with equity involvement in addition to a number risk capital debt investments. I also gained a detailed insight into the renewables sector through structuring investments into wind and hydro projects. Show less

Swansea & Cardiff

This role at HSBC involved managing a portfolio of circa 100 SME clients with turnover between £2.5 million and £10 million. The role required the ability to build key strategic relationships with portfolio clients as well as target clients. Day to day responsibilities centred around growing the portfolio value via increasing assets and managing liabilities. I was responsible for structuring new lending deals via the creation of credit papers, and managing the input of group product… Show more This role at HSBC involved managing a portfolio of circa 100 SME clients with turnover between £2.5 million and £10 million. The role required the ability to build key strategic relationships with portfolio clients as well as target clients. Day to day responsibilities centred around growing the portfolio value via increasing assets and managing liabilities. I was responsible for structuring new lending deals via the creation of credit papers, and managing the input of group product providers (Invoice Finance & Asset Finance etc). Growth and maintenance of an external network was also a key function of the role. Show less

Pontypridd

This role at HSBC involved managing a portfolio of circa 150 SME clients with turnover between £500k and £5 million. The role required the ability to build key strategic relationships with portfolio clients as well as target clients. Day to day responsibilities centred around growing the portfolio value via increasing assets and managing liabilities. I was responsible for structuring new lending deals via the creation of credit papers, and managing the input of group product providers… Show more This role at HSBC involved managing a portfolio of circa 150 SME clients with turnover between £500k and £5 million. The role required the ability to build key strategic relationships with portfolio clients as well as target clients. Day to day responsibilities centred around growing the portfolio value via increasing assets and managing liabilities. I was responsible for structuring new lending deals via the creation of credit papers, and managing the input of group product providers (Invoice Finance & Asset Finance etc). Growth and maintenance of an external network was also a key function of the role. Show less

Cardiff Bay

Enrolled onto HSBC’s Management Trainee Programme. Role involved the provision of support to two Senior Commercial Managers and responsible for providing excellent customer service to their customers.

Cardiff & Bristol

Managed a portfolio of businesses with foreign trading requirements. The role involved providing International Trade advice to high value clients including how to best structure Letters of Credit, Export Finance, Inco-terms and payments.