Jonathan G. Email & Phone Number

Leeds, England, United Kingdom

Working with stakeholders across the business to ensure they have the tools needed to do their job effectively. Work I have been involved in:- the roll out of Windows 11 to all colleagues across the business- improving and maintaining the colleague intranet- laptop refresh in 2023 - lead the project in successfully completing the swap of every colleague’s.

Leeds, England, United Kingdom

I was the first point of contact for clients so am at the heart of the relationship using various communication techniques all from the busy and dynamic Regional Hub. Understanding how I can help both SPW's existing and potential clients, then finding the best route or solution for them, whether it be proactive or client lead, ensuring that I remain on the.

Leeds, England, United Kingdom

As per below - returning from a 12 month secondment in previous role

Leeds, United Kingdom

I was an assistant manager in the Wealth Planning and Advice Team, based in Leeds (under Retail Customer Products). I was part of the systems team, which look after two advice systems namely Welcome (a.k.a. SPOS) and Voyant, on behalf of Private Banking.Private Banking provide face to face, holistic financial planning advice and banking services for.

Leeds, United Kingdom

This role was similar to the Private Banking Manager role, but based within retail after the Private Banking proposition within Lloyds Banking Group was changed. The Personal Relationship Manager offering was providing retail based customers who qualified under wealth and mass affluent criteria across all 3 brands of the Group (Halifax, Bank of Scotland.

London, United Kingdom

I was a Private Banking and Advice Manager looking after over 700 Lloyds Private Banking clients on a proactive basis. I am in charge of portfolios of clients, not only managing their wealth but identifying opportunities to assist High-Net Worth clients, putting in place strategies for short, medium and long term wealth growth, along with servicing any.

London, United Kingdom

Whilst still carrying out my roles and duties as an assistant, I was also responsible for reactively looking after a portfolio of over 4000 clients. I was also tasked with 'filtering'​ these clients between those who were still eligible for Private Banking and those that no longer qualified. During this time I also 'cleaned up' the MI on the Bank of.

London, United Kingdom

I was an assistant to 6 Bank of Scotland Private Banking Managers. I would take part in proactive calling to help book in reviews for my managers, I would also be the first port of call for many clients, assitant managers in updating clients details after reviews, sending out letters and also diary management.

London, United Kingdom

I was a Customer Advisor in a busy Halifax Branch in East London. In this role I would need excellent customer service skills, a good eye for detail (making sure I was referring to customers by looking at potential needs, and also keeping cash errors to a bare minimum).