John Lloyd-Jones Mbe Email & Phone Number

Cardiff, GB

Cardiff

Cardiff

With over 30 years experience in Financial Services, I'm currently utilising my skills, knowledge and expertise to support and advise a number of organisations in the City including Jeffrey Ross Estate Agents, Broadlands Partnership Ltd and Broomfield & Alexander Accountants. I am also founder member and investor of Inspire Wales and Director of an.

Cardiff, United Kingdom

Play a pivotal role within the Leadership & Culture department and our vision is to unlock the potential for growth with leadership and culture in dynamic organisations.Main focus is to generate and win new business opportunities in Wales corporate market, as well as having regular interaction with existing clients at seminars, training and marketing events.

- Managing a large portfolio of farming customers- Identifying cross sales opportunities by working closely with other Senior Managers- Building strong relationships with professional bodies- Attending corporate functions to identify business development and opportunities- Promoting the Bank’s image, services and professionalism and speaking at various.

- Main responsibilities: Business Development,PR, Sponsorship, Events, Community Projects, Brand Image, Press Relations, Welsh Language policy- Work closely with Corporate, Commercial and Private Banking to facilitate good introductions- Manage and evaluate sponsorships within tight budget controls - Create and maintain a PR Strategy- Build relationships.

London, United Kingdom

- Managed and promoted profitable relationships with existing high net worth customers- Proactively sought out and developed new income generating relationships by interfacing directly with Senior Executives within large financial institutions- Ensured excellent quality service was provided and all sales opportunities were maximised, whilst ensuring credit.

Enfield Town, London

- Managed a large portfolio of SME- Relationship Manager for all Premier Customers- Managed a lending team- Played a major role in the branch’s significant lending and credit book- Identified cross sales opportunities and worked closely with Financial Planning Manager- Implemented a more streamlined and effective sales process- Drove the business forward.

Stoke Newington, London

- Ensured a quality service, achieved branch targets whilst maintaining standards of operational integrity- Managed and developed a portfolio of personal and SME business accounts- Coaching, leading and developing branch staff- Turned around a failing team. An underperforming branch with high turnover of staff and management. Quickly recognised the.

London, United Kingdom

- Managed small to medium company accounts and personal accounts on foreign exchange and money markets - Interviewed clients to identify their foreign exchange exposure. Advised and developed suitable strategies on hedging

Pall Mall, London

-Managed a portfolio of high net worth clients who required a spread of services including traditional banking services, investment advice and inheritance tax planning-Acted as interface between Private bank and 14 branches

UK

-Selected for fast track programme that involved placements in a number of branches and departments. Gained experience in a variety of banking disciplines including securities, lending, marketing, investments, estate planning, customer development and private banking.