John Ramsay Chartered Fcsi

John Ramsay Chartered Fcsi Email and Phone Number

Senior Financial Adviser @ Oakglen Wealth Planning
Jersey
John Ramsay Chartered Fcsi's Location
Jersey, Jersey
John Ramsay Chartered Fcsi's Contact Details

John Ramsay Chartered Fcsi work email

John Ramsay Chartered Fcsi personal email

n/a
About John Ramsay Chartered Fcsi

Senior Adviser at HBFS providing wealth, retirement and protection planning expertise to Jersey residents and small businesses. For more details see www.hbfs.co.jeChartered Fellow of the Chartered Institute for Securities and Investment (CISI) and Level 7 Investment Qualified.

John Ramsay Chartered Fcsi's Current Company Details
Oakglen Wealth Planning

Oakglen Wealth Planning

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Senior Financial Adviser
Jersey
Website:
stenhamwealthmanagement.com
Employees:
29
John Ramsay Chartered Fcsi Work Experience Details
  • Oakglen Wealth Planning
    Senior Financial Adviser
    Oakglen Wealth Planning
    Jersey
    View
  • Hbfs Independent Financial Advisers
    Senior Financial Adviser
    Hbfs Independent Financial Advisers Aug 2017 - Present
    Jersey
    Offering highly professional, holistic investment, pension and protection advice.
    View
  • Citi
    Contractor - Crs Project Team
    Citi Apr 2017 - Aug 2017
    Jersey
    View
  • Ubs
    Director And Head Of Private Clients
    Ubs Jul 2012 - 2016
    Jersey
    Excellent business development and relationship management skillsStrong sales and revenue growthManaging people and developing talentStrong risk managerSound knowledge of fiduciary servicesSpecialist knowledge of the Middle East
    View
  • Ubs
    Private Banker And Senior Manager, International Clients
    Ubs Jan 2000 - Jul 2012
    Jersey
    Excellent business development and relationship management skills Leading a team of Client Advisors and Assistants focused on International marketsStrong sales and revenue growthSpecialist knowledge of the Middle East
    View
  • Ubs
    Private Client Advisor
    Ubs Dec 1996 - Jan 2000
    Jersey
    Strong focus on the Middle East regionExcellent sales and growth
    View

John Ramsay Chartered Fcsi Skills

Wealth Management Hedge Funds Investments Portfolio Management Derivatives Private Banking Risk Management Private Equity Banking Management Team Management Capital Markets High Net Worth Individuals Business Process Improvement Asset Management Financial Services Investment Management Trust Services Business Strategy Asset Allocation Credit Business Development Foreign Exchange Trading Financial Risk Mutual Funds

Frequently Asked Questions about John Ramsay Chartered Fcsi

What company does John Ramsay Chartered Fcsi work for?

John Ramsay Chartered Fcsi works for Oakglen Wealth Planning

What is John Ramsay Chartered Fcsi's role at the current company?

John Ramsay Chartered Fcsi's current role is Senior Financial Adviser.

What is John Ramsay Chartered Fcsi's email address?

John Ramsay Chartered Fcsi's email address is jo****@****ubs.com

What skills is John Ramsay Chartered Fcsi known for?

John Ramsay Chartered Fcsi has skills like Wealth Management, Hedge Funds, Investments, Portfolio Management, Derivatives, Private Banking, Risk Management, Private Equity, Banking, Management, Team Management, Capital Markets.

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