Responsible for leading a team to deliver financial advice across Coutts Private BankDelivering in excess of 1000 pieces of advice totalling 1bn in new businessLead and coach to increase competency and up skill existing teams in a scalable and repeatable wayNegotiate and influence at all levels to identify and implement commercial solutionsConsistently reviewing current ways of working to ensure productivity and efficiencies are streamlinedManage T&C schemeSharing… Show more Responsible for leading a team to deliver financial advice across Coutts Private BankDelivering in excess of 1000 pieces of advice totalling 1bn in new businessLead and coach to increase competency and up skill existing teams in a scalable and repeatable wayNegotiate and influence at all levels to identify and implement commercial solutionsConsistently reviewing current ways of working to ensure productivity and efficiencies are streamlinedManage T&C schemeSharing lessons learnt and best practices across roles and brands Show less

Identification and mitigation of sanctions compliance risk within Global Banking and Markets. To ensure compliance with group policies and standards and local laws and regulations. Tracking and reporting. Knowledge of operational risk, conduct risk, corporate governance and FCC (AML/Sanctions/AB&C/PEP/KYC/CDD).

Leading a team of HNW regulated financial planning managers and client service relationship managers. Daily coaching and development to enhance team performance. Involved in forward thinking strategy and implementation with global input. Deliberate and focused leadership with a strong history of delivering results, managing risk and corporate governance. Collaborated and connected teams and clients to widen and deepen relationships. Client focused, detail orientated and analytical.… Show more Leading a team of HNW regulated financial planning managers and client service relationship managers. Daily coaching and development to enhance team performance. Involved in forward thinking strategy and implementation with global input. Deliberate and focused leadership with a strong history of delivering results, managing risk and corporate governance. Collaborated and connected teams and clients to widen and deepen relationships. Client focused, detail orientated and analytical. Experienced at project management and change delivery. I created an environment for my team to perform at their best with continuous improvement. Working knowledge of Training and Competence schemes and FSA COBS. Open Dependable and Connected. Show less

Relationship manage a portfolio of HNW clients. Provide holistic financial advice to fulfil client needs. Network to grow the client book, Identify and refer clients within group as appropriate.