Greg Whitaker Email & Phone Number

London Area, United Kingdom

• Responsible for setting and executing firm strategy, driving product and sales strategies, overseeing risk management and compliance, promoting a risk-aware culture, optimising financial performance, managing.
• Strategy: Developing and executing firm-wide strategies aligned with business objectives and risk tolerance, encompassing product and sales strategy, technology consolidation, and global business development… Show more.
• Strategy: Developing and executing firm-wide strategies aligned with business objectives and risk tolerance, encompassing product and sales strategy, technology consolidation, and global business development initiatives.
• People Strategy: Spearheading the assessment of current capabilities and capacity to establish a "follow the sun" hub-and-spoke operating model for Transfer Agency (TA) operations worldwide.
• Culture: Fostering a risk-aware culture reflective of FNZ Group's values, driving performance, conduct, productivity, and customer-centric outcomes.
• Financial Performance: Leading the analysis of TA P&L, enhancing customer profitability, and collaborating with Senior Leadership to optimise financial resources, acquisitions, and capital planning.

London, England, United Kingdom

• Responsible for overseeing the client relationship team covering FNZ’s Transfer Agency clients in the UK and Channel Islands.
• Development of the client engagement strategies communication standards.
• Advocating for clients within FNZ.
• Senior escalation to all clients.
• Development of the Transfer Agency growth and expansion strategy.
• Leading all aspects of business development including sales strategy, pipeline development, sales forecasting, management of RFI and… Show more Responsible for overseeing the client relationship team covering FNZ’s.

London, England, United Kingdom

• Responsible for all aspects of business development and sales within FNZ's Transfer Agency business in the UK and Ireland.
• Developing and implementing sales strategies and plans
• Identifying and qualifying new sales leads
• Building pipeline for UK and Irish Transfer Agency
• Building relationships with prospective clients.
• Developing and delivering sales presentations and proposals.

London, United Kingdom

Sydney, Australia

Sydney, Australia

HSBC Securities Services - Sub-custody division

Australia

HSBC Securities Services - Sub-custody division

Sydney, Australia

HSBC Securities Services - Sub-custody division

Sydney, Australia

HSBC Securities Services - Sub-custody division

Bachelor Of Commerce (B.Com.)

Bachelor Of Commerce (B.Com.), Erasmus