David Brangan, Msc Email & Phone Number

County Dublin, Ireland

Prudential Supervision of Assets and Wealth Management Investment Firms.My role includes the following: Coordinating and participating in Engagement Meetings and Full Risk Assessments of Stockbroking Firms.Analysing Monthly, Quarterly and Annual Financial Statements and Regulatory Returns, including Common Reporting (COREP’s) and FINREP’sAssessing that Firms are compliant with various regulation, legislation and directives including MiFID I (MiFID II from 3 January 2018)… Show more Prudential Supervision of Assets and Wealth Management Investment Firms.My role includes the following: Coordinating and participating in Engagement Meetings and Full Risk Assessments of Stockbroking Firms.Analysing Monthly, Quarterly and Annual Financial Statements and Regulatory Returns, including Common Reporting (COREP’s) and FINREP’sAssessing that Firms are compliant with various regulation, legislation and directives including MiFID I (MiFID II from 3 January 2018), CRD amongst others. Liaise with regulated entities and other relevant stakeholders in relation to ongoing engagements. Show less

Harcourt Street, Dublin 2

Management of client queries relating to new and existing retail and broker deposit accounts and structured products through meetings, phone-calls and email.Reconciliation and management of client credits and debits on a daily basis.Face to face meetings with clients and managing the account opening process for these clients.Strict adherence to Compliance and Investec’s Group AML and KYC and team specific proceduresWorking closely with all members of the Middle… Show more Management of client queries relating to new and existing retail and broker deposit accounts and structured products through meetings, phone-calls and email.Reconciliation and management of client credits and debits on a daily basis.Face to face meetings with clients and managing the account opening process for these clients.Strict adherence to Compliance and Investec’s Group AML and KYC and team specific proceduresWorking closely with all members of the Middle Office Treasury team in the general running of the team. Assist in training of new members to the team. Show less

Preparation of detailed investment, pension, approved (minimum) retirement fund and protection financial plans for high net worth Bank of Ireland Private Banking Ltd. clients.Preparation of detailed portfolio re-balancing recommendations for existing clients who wished to alter the composition and risk within their investment, pension or approved (minimum) retirement fund portfolio to match their changing needs.Direct interaction with Private Banking managers, relationship… Show more Preparation of detailed investment, pension, approved (minimum) retirement fund and protection financial plans for high net worth Bank of Ireland Private Banking Ltd. clients.Preparation of detailed portfolio re-balancing recommendations for existing clients who wished to alter the composition and risk within their investment, pension or approved (minimum) retirement fund portfolio to match their changing needs.Direct interaction with Private Banking managers, relationship managers, portfolio managers and the investment and pension specialist teams in preparation of financial plans.Development of written communications material and product information to assist business development and servicing of existing clients.Provision of management information, support services, quote preparation and dealing with a multitude of adhoc queries.Liaising with third party suppliers to ensure timely and accurate delivery of required financial information. Updating net asset values of Bank of Ireland Private Banking’s internal investment funds and providing information of these funds to managers and clients. Show less

Process all investment, pensions & protection new business applications and servicing transactions on behalf of a designated portfolio of Bank of Ireland Private Banking Ltd. managers.Processing of switches, withdrawals and investment/pension top-ups for existing clients.Management of activities and opportunities on the Bank of Ireland Private Banking Ltd. internal systems.Manage a portfolio of Bank of Ireland Private Banking managers and assist them on all client… Show more Process all investment, pensions & protection new business applications and servicing transactions on behalf of a designated portfolio of Bank of Ireland Private Banking Ltd. managers.Processing of switches, withdrawals and investment/pension top-ups for existing clients.Management of activities and opportunities on the Bank of Ireland Private Banking Ltd. internal systems.Manage a portfolio of Bank of Ireland Private Banking managers and assist them on all client servicing transactions which included interaction with clients. Assist in the training of new and existing staff members.Ensure all transactions and supporting client documentation is fully compliant including AML, 3MLD, Data Protection, CPC, CAR.Monitor group and 3rd party product suppliers and service providers to ensure all are adhering to agreed service level agreement turnaround times and escalate any breaches.Ensure client assets rules are adhered to 100% and liaise with external auditors on bi-annual client assets audits.Liaise with Chief Operating Officer, Finance Business Partner and Finance Department on payment of finance invoices and provide updates on transactions as requested.Manage weekly audit check of Banking Operations transactions. Show less

Fully trained on all aspects of branch banking including; domestic and international transfers, foreign exchange, issuing drafts, batch, customer service transactions, CDO/Data and Cash.Ensured all activities/applications were processed to completion accurately, efficiently and within prescribed deadlines.

Master Of Science (M.Sc.), Investment, Treasury And Banking

Bachelor Of Business Studies, Management

Diploma In Business Studies, Business Management