Gary Tapp Email & Phone Number

United Kingdom

Guernsey, UK And Australia

Consultant to ARCULS & SACFM developing Policies and Processes as well as Publications and System Management, and on Risk Management and Operations and Business Change initiatives.These firms operate in the Australian Financial Market - as asset and portfolio managers as well as advisors for capital fund raising through their sister firm Arculus Capital

UK & Melbourne, Australia

After almost 14 years with Julius Baer I have stepped away to embark on new challenges and actively seeking permanent positions in Melbourne, Victoria.After assisting with a few small projects I have, since July, been consulting directly on Database and Process Management, including Systems and Reporting enhancements for GCI Australia Pty Ltd. GCI (Now.

St Peter Port, Guernsey Channel Islands, United Kingdom

St Peter Port, Guernsey Channel Islands, United Kingdom

Contract role assisting with high risk client reviews

London, United Kingdom

Since September 2013 I have been primarily involved in Julius Baer's acquisition of Merrill Lynch Private Banking in London, and providing systems and application support to assist the new staff to perform their day to day duties. I am the lead on the local CRM database and sit on several integration forums.

London - UK

• Designed (with COO) and ran the CRM database, subsequently rolled out into London and now chosen as the database of choice for all BJB satellite offices. 2005 - 2014
• Design Operational Risk reviews for each department, forming part of ICAAP reporting 2006 - 2014.
• Manage error and incident reporting and root cause and analysis and implement the Group's loss reporting process into the London office. 2005 - 2014.
• Lead on Disaster Recover planning and BCM linking in directly with the Swiss Head Office 2007 - 2014.
• Lead on any issues that arose where analysis through system integration is required, having built up a substantial network of colleagues and support. 2005 - 2014
• Create regular comprehensive monthly management reports, quarterly Board reports, and ad-hoc day to day reports using Zurich, and working closely with Compliance, Financial Control and COO 2005 - 2014.

Guernsey, United Kingdom

• I joined to take over and rebuild the relationship management function both for direct client and external asset manager business (including group referals). This was successfully accomplished and contributed to a.
• Head of Client Relationship Management, ’01 – 05.
• Undertake initial assessment of the services being performed through to making a proposal to increase service level and efficiencies.
• Carry out internal marketing to other BJB branches.
• Undertake marketing role to new clients & Intermediaries, Including Trusts, SME’s, Accountants, Investment Managers and Fund Managers.
• UAT for Core Banking Platform (ultimately not implemented)

Guernsey

• Set up various departments and wrote processes & controls as firm grew from 6 people to 92 o Treasury Dept o Asset Management Back Office o Client Service Dept
• Assigned to UAT testing for implementation of new Banking Syestem (BEST) 1992
• One of the leads on integration projects for Banque Belge after merger with MeesPierson. 1998 - 1999
• Headed up new Client Service Department of 12 people following the Merger 1999 – 2001
• One of the leads chosen to identify, test and select new banking platform - 2000

Leadership For The Future

Education record