Ian Brewer Email & Phone Number

Bristol, England, United Kingdom

Bristol, England, United Kingdom

London, England, United Kingdom

Duties and Responsibilities:• Delivers Global Learning projects to a bank wide audience• Liaises with global stakeholders to deliver a variety of learning projects, including diversity and inclusion, sustainability, future kills and graduation induction programmes• Maintains project plans to achieve successful project outcomes• Develops management information dashboards relating to budgets/key metrics and present them to senior stakeholders• Implements project management software ‘monday.com’ across the learning and talent functionAccomplishments:• Independently designed and built the systems that initiated a new learning request, through to the intake process, project managed, deployment managed and translations utilised the final launch of the programme to the bank• Project managed the 2022 Global Graduate Induction event. A 3-day global event where 700+ graduates from across the world were inducted into the bank. Managed the design vendor that designed the event, 40+ facilitators that ran break-out sessions and was responsible for the run of show• Project Managed the Sustainability Academy where the 2022 Sustainability Academy objectives were delivered for the banks front-line staff.

Bristol, United Kingdom

Duties and Responsibilities:• Developed a set of remediation principles and led the team that delivered HSBC’s Business Redress Framework [BRF] • Prepared and delivered a remediation principles presentation to the cross-site teams across HSBC• Mobilised the appropriate areas of the business and facilitated projects from the initial scoping stages to execution and project closure stage • Maintained awareness of potential interdependencies with other projectsAccomplishments:• Project Led and SME - designed and developed the bank’s core remediation principles and designed the blueprint for bank wide remediation programmes• Was responsible for the repatriation of c£15m and repaid back to customers who had overpaid over the course of 15 years• Reviewed a complex programme and trust documentation which ensured c1000 customers trusts were set up correctly and front-line advisors were retrained when setting up trusts

Bristol, United Kingdom

• Planned and delivered monthly departmental team briefs• Allocated and prioritised escalations to appropriate advisors within the team based on their skills matrix. This included escalating complaints to other areas of the business and external contacts and ensured queries are maintained with the SLA and follow compliance guidelines• Performed advisor investigations for the business and implemented performance improvement plans• Executed quality checks on all staff and ensured staff provided excellent customer service to the clients• Conducted performance reviews for each team member and assessed their performance and KPIs for the previous month • Evaluated staff performance and ensured all targets had been met and established any areas for concern or improvement and agreed on new targets in-line with a skillset• Provided a personal development plan and met the needs of the individual and the organisationAccomplishments:• Chief liaised between the BRC and the GSC offices in Hyrdabad and Kolkata and was responsible for outsourcing the banks and Calculation teams and improved customer response times and repatriated funds• Led a team of non-qualified individuals through the banks Wealth Learning Programme and provided professional and personal support• Led an initiative with wealth complaints and streamlined the process and reduced customer wait time by 50%

Bristol, United Kingdom

Responsible for providing holistic, unbiased financial advice to personal and corporate clients.Range of Financial Advisory Services offered:- Investments- Retirement Planning/Pensions- Protection- Tax Planning Key responsibilities:- Providing financial planning advice to high net-worth clients- Conducting client reviews- Developing and maintaining leads within an existing legacy client bank - Creating client specific presentations

Bristol

- Implementing an Investment Committee and leading a team in developing the company’s own Investment Fund Panel and rolling out the company’s core Investment Proposition to key clients- Mentoring Graduate Trainees and helping them develop their product knowledge- Reasons Why Report writing on all aspects of Financial Planning, including Investments, Pension Switching, Inheritance Tax and Protection planning

Bristol, United Kingdom

- Providing support to three IFAs- Liaising with compliance department- Producing Reasons Why Letters

Bachelor Of Arts (B.A.), Economics And Politics

Activities and Societies: Guitar / Band Society.

A-Level: Geography, Social Biology, Economics & Politics, General Studies, B-C

10 Gcses, A-C