Jonathan Warner Email & Phone Number

London, Gb

London, England, United Kingdom

I manage a team of specialist Private Bankers who service the banking and investment relationships for some of the bank's most high-value and complex clients. These include clients who are UK Resident Non-Domiciled (RND) as well as Non-resident clients who are based in America, Canada, Brazil, Bermuda, Switzerland, Monaco, Gibraltar and certain Caribbean Tax Jurisdictions.

London, England, United Kingdom

London, England, United Kingdom

Associate Director, Private Banker within International and Family Office

440 Strand, London

Working within the International Private Banking division at Coutts, I manage a portfolio of clients and deliver a first class client experience. Specifically, I assist with their banking, credit and lending needs.My role as Private Banker includes responsibilities such as: • Manage the banking and lending requirements for a portfolio of HNW and UHNW clients. This includes providing unsurpassed customer service across a diverse and International client base.• Conduct comprehensive… Show more Working within the International Private Banking division at Coutts, I manage a portfolio of clients and deliver a first class client experience. Specifically, I assist with their banking, credit and lending needs.My role as Private Banker includes responsibilities such as: • Manage the banking and lending requirements for a portfolio of HNW and UHNW clients. This includes providing unsurpassed customer service across a diverse and International client base.• Conduct comprehensive reviews of client portfolios to provide banking and lending suggestions.• Monitor and execute daily operations: Cash Management, FX and accounts transfers.• Complete complex credit applications and oversee the credit process from client fact find stage through to draw-down of the facility.• Ensure facilities are structured in the most tax efficient and cost-effective manner for all the clients within my portfolio.• Monitor risk within the portfolio to ensure that reviews are conducted in a timely manner and in accordance to internal policies and guidelines.• Assess cash flow needs of clients and make recommendations based on short, medium and long-term liquidity requirements.• Build and maintain relationships with a network of key areas of the wider business as well as introducers including Accountants, Lawyers, and Advisors in order to deliver the best results and attract new clients to the bank. Show less